Reminders in SwiftCase
Table of Contents
Reminders Overview
Create Reminders in a Task
Managing Reminders
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data.
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
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.
Adding a URL button 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.
Learn how to add a user email account to a user profile in SwiftCase and enable the sending and logging of emails directly from a task.
Learn how to add Client Contacts (client staff) to your SwiftCase, so you can create tasks related to those Clients and keep them updated throughout the process with SwiftCase’s clear and automated communication channels! Adding Client Contacts Tips: You can add as many Client Staff to a Client as you want, by repeating the steps above