Phil Whitby, Author at SwiftCase

Add 2 Factor Authentication to a User account

Discover how to enable 2-factor-authentication to SwiftCase and enable the most secure access for your team and clients.

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.

Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop.

Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.

Discover the many kinds of widgets available to use on SwiftCase, and create a clear, simple approach for your team to complete tasks.

Distinguish between the many question types on SwiftCase and fine tune the display of data provided to your team and clients.

Find out how to integrate vital information captured by SwiftCase into business documents as part of your automated workflow.

Tailor your SwiftCase system to your data capture needs by creating and editing Workflow and Profile questions.

Learn about profile and workflow questions on your SwiftCase system. Enable your team to collect specific task and client-related data.

Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.