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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
Setting Up a User
Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system. Adding a Team Member in SwiftCase Connecting a User’s email to SwiftCase In SwiftCase, you can directly send and receive emails. If you need to communicate with a Team Member or Client, you can do so…
Automated Events – Amber Alert
The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically placed on a Task when particular requirements are met. Adding an Amber Alert Automated Event Check the Business Hours Only? checkbox if you want the Amber Alert event to only happen during…
Moving Rules – Questions Answered
The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…
