Reminders in SwiftCase
Table of Contents
Reminders Overview
Create Reminders in a Task


Managing Reminders
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details.
Familiarise yourself with the different user types in SwiftCase and enable your team to control the allocation of team members and suppliers
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….
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:…
To change a User’s password, follow the steps below. How to change a password Note: Do please bear in mind, that you have to be an Internal Admin in order to update Users’ passwords.
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.