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How to change your password (Users)
If you have forgotten your password, or need to reset it, do not worry! Follow the steps below to find out how to change your password and get back into your SwiftCase quickly. Changing your Password
- Guides | Profile | Together Guides | Users
Add a Skill to a User
Familiarise yourself with adding a skill to a user on SwiftCase so you can allocate team members or suppliers to your tasks.
- Guides | Together Guides | Types | Users
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page.
Task Notes in SwiftCase
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.
Viewing a Task page
When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…
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:…