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.
Document Templates can be configured in your workflows on your SwiftCase system. Discover how to create document templates by reading on. Creating a Document Template Note: Tags are used to generate and display information from the Task, allowing each document to be specific to that Task. With SwiftCase you can automate the information gathering process by adding information…
Email Templates pre-populate the content of an email, saving you and your team from repeatedly typing out the same emails to your clients. Creating an Email Template Note: Tags are used to generate and display information from the Task, allowing each email to be customisable to the recipient/subject. Example Email Template
CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests, allowing them to fill out and upload their data and documents to a secure link, leaving the fact-finding to the client, not you. SwiftCase’s Mortgage System cuts out unnecessary meetings and speeds up…
SwiftCase is a case management software. Our case management system allows your Team to work together, as well as with your Clients, and track Tasks. Follow the steps below to find out how to create your first Task. Create your first task
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer. This guide will show you each different method of contacting SwiftCase support. Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…
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
What Exactly is an API? APIs, or Application Programming Interfaces, are digital conduits allowing two software applications to interact seamlessly via a set of rules and definitions. Picture the daily weather updates on your phone; these are made possible through APIs communicating between something like the Met Office’s system and your weather app. Decoding API:…
So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current guides do not answer.This guide will show you each different method of contacting SwiftCase support.Here are the different methods of contacting us here at SwiftCase: Sending an Email to SwiftCase…
Clients are the organisations your business deals with. You can add Client Contacts (client staff), who are the people who work for those organisations. With SwiftCase, you can access all your Client data and Client Contacts in one place. All your Clients and Client Contacts will be organised and streamlined on your SwiftCase system! Add your Clients to SwiftCase Note:…