Configuring the User Listing Columns
Table of Contents
User Listings Overview
User List Page
User Config
Drag and Drop User List Columns
Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…
To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
The Red Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so a red flag alert will be automatically placed on a Task when particular requirements are met. Adding a Red Alert Automated Event Check the Business Hours Only? checkbox if you want the Red Alert event to only happen during business…
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.