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How to use the Search Form
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
How to add an On Hold box
The On Hold box allows you to put a Task on hold with one click. You can also add a reason why the Task is going on hold in the box provided. Adding an On Hold box Note: You can add more than one question and also add a specific answer, so the box will only show…
How to add a Note
The Note action allows you to quickly and easily add a Task note, which will get automatically logged for you and your Team Members to refer back to. Adding a Note Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side. Drag and drop…
Meeting Workflow Guide
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
