Using Question Answers in Email/Document Templates
Table of Contents
Data Tags Overview
Task Information Tags
The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create User Automated Event Click the Automated Events tab on the Status to which you want to create the user in. Drag and drop the Create User automated event into the blank space on the right. Select…
Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period.
The Support Ticket workflow helps handle and log all support issues. Using the Support Ticket workflow Note: The first three steps should be filled out by the User with the IT problem and they should choose their company as the Client, and their name as the Client Staff.
Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.
The Expert Allocated Moving Rule automatically moves to a specified status once a User is manually allocated. Adding an Expert Allocated Moving Rule
As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are active or archived! Starting a Search Advanced Search options