The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing who the Email sends to. The message will trigger when specific requirements that you set are met. Adding a Send Email Automated Event Select an email template from the Email Template dropdown box….

As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are active or archived! Starting a Search Advanced Search options

Adding a URL button Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.

The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically placed on a Task when particular requirements are met. Adding an Amber Alert Automated Event Check the Business Hours Only? checkbox if you want the Amber Alert event to only happen during…

The Auto-allocate automated event automatically allocates a User to a Task. This User will be allocated based on specific requirements you can set, and the allocation will trigger once certain conditions are met. Adding a Auto-allocate automated event Choose from the Allocation Sets from the Allocation Set(s) dropdown options. This will determine who gets automatically allocated. Check…