Export a list of Users as a .csv file
Table of Contents
Overview
User Listings
The Search Form
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…
Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating an Email Template Note: Tags are used to generate and display information from the Task, allowing each email to be customisable to the recipient/subject. Example Email Template
Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.