Learn how to add Client Contacts (client staff) to your SwiftCase, so you can create tasks related to those Clients and keep them updated throughout the process with SwiftCase’s clear and automated communication channels! Adding Client Contacts Tips: You can add as many Client Staff to a Client as you want, by repeating the steps above

Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin. Click on groups Users and then My Team Members. Click on the Team Member who you would like to update an email for. This will take you to their profile page. Hover over the current email in…

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…