Guides | Profile | Tasks | Together Guides
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.
The Task Log
Learn about the Task Log on SwiftCase, a way to track and account for every action performed by your team, clients and suppliers.
The Overview Tab
Discover how to manage the information on the Overview Tab in SwiftCase. Enable your team, clients and suppliers to see key information.
Maintain excellent customer relationships
Updated 09/12/2020 Maintaining a good relationship with your customers allows you to be more profitable, with it being much harder to gain a new customer than retain an existing client. Keep track of your leads as they progress from initial contact to a valued client. Know your clients in depth, with custom profile questions and…
Creating a Task
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.
The Document Manager
Discover how to use the Document Manager panel on SwiftCase so you can create, store and send documents to your team and clients.
Intelligent, automated approval process control
Updated 02/12/2020 For many SMEs, tracking paperwork, delayed response times and getting tangled in a thread of emails has become the norm when it comes to managing their approval process. Remedy this with an intelligent approval management system , fit for all your business needs. SwiftCase increases efficiency and streamlines your approval process by implementing…
Communicate and collaborate with a client portal
Updated 25/11/2020 Giving your clients access to the information you hold about them promotes self-service, communication, collaboration and integration of business processes. It saves you time spent on relaying information from your system to your clients via email, phone call or meetings, letting you focus on your responsibilities. If you’re interested in a free, no-obligation…
The Benefits of Internal SMS Automation
Updated 18/11/2020 SMS or text messaging is a communication method that has some great potential benefits for business use. Although it has been around a long time, (the first message was sent in 1992, saying “Merry Christmas”), and many other, more advanced, communication methods exist, it is still a powerful tool that has some major…
The Anchoring Effect: First impressions count in more ways than one
Updated 11/11/2020 Do you weigh up all the options before making a decision? Do you consider all angles, facts and measurements and only then take the plunge? Even if you believe this, you can still be susceptible to the Anchoring Effect: your final decision is merely an adjustment of an initial perception. To drop the…