Export a list of Users as a .csv file
Table of Contents
Overview
User Listings
The Search Form
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
Adding a Failed Appointment box Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer.
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
Discover how to change a users permissions on SwiftCase to control your teams and clients access to specific tasks.
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 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….