Reminders in SwiftCase
Table of Contents
Reminders Overview
Create Reminders in a Task
Managing Reminders
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Automated Events – Create User
The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create User Automated Event Click the Automated Events tab on the Status to which you want to create the user in. Drag and drop the Create User automated event into the blank space on the right. Select…
How to update User Permissions (internal admin)
Internal Admins can add and remove permissions for Users. Follow the steps below to update a User’s Permissions.
Moving Rules – Button Clicked
The Button Clicked Moving Rule moves to a specified status once the User clicks the button. Adding a Button Clicked Moving Rule Note: The button must be ones that have been created in the current status that you are making the moving rules for.
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