So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…

The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow

Create your first workflow using the Workflow Builder. The workflow builder is a powerful, easy-to-use interface. It allows you to create, update and modify workflows- without any need for code or coding knowledge! With the Workflow Builder, you can: Build custom forms and actions Add automated events Add statuses Decided when and how your workflow moves status with…

Track all your tasks using the Dashboard. The Dashboard gives a clear overview of all your tasks, their statuses, and RAG statuses. It lets you see what jobs may need addressing and how far off their completion. Discover how to use the Dashboard by viewing the guide below. How to View the Dashboard Click format_list_numbered Tasks to navigate…

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…