The Workflow Builder

ByPhil Whitby January 4, 2021January 2, 2024 Reading Time: < 1 minutes

Guides | Tasks | Together Guides | Types | Users

Case Relationships

Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time.

Guides

Note Buttons have the same functionality as Buttons except they also allow you to create a note. For example, you could create an ‘On-hold’ button where you can add the reason for putting the task on hold into the note section and then click the button to simultaneously log the note and change the status to On-hold (which…

Guides

Adding a Client on SwiftCase

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:…

Guides

Automated Events – SMS

The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the SMS sends to. The message will trigger when specific requirements that you set are met. Adding a SMS Automated Event Select the SMS template you want to send from…