Add a User Email Account
Table of Contents
Email Accounts Overview
The Email Accounts Panel
Create or Edit an Email Account
Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks.
The Manual Allocation actions allow you to allocate Tasks to your Team Members. You can filter by Skills or Role, saving you from having to scroll through your Users to find the right person. Adding a Manual Allocation action Note: You can add more than one question and also add a specific answer, so the box will…
Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
Discover how the workflow builder can help you customise your workflows instantly.
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