Configuring the User Listing Columns
Table of Contents
User Listings Overview
User List Page
User Config
Drag and Drop User List Columns
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met.
Adding a JavaScript action Note: You can add more than one question and also add a specific answer, so the box will only show after this specified answer is inputted.
Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.
The workflow builder is a powerful, easy-to-use, drag and drop interface that allows you to create, update and modify workflows- without any need for code or coding knowledge! Discover how to find the Workflow Builder by following the steps below.
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
The Customer Complaint workflow logs and tracks any customer complaints that are submitted. Using the Customer Complaint Workflow Note: The first three steps need to be carried out by the Customer submitting the complaint. Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, and click Create Task. Choose the Customer Complaint Workflow and click Add Task. Fill out…