Adding a Client on SwiftCase

Clientsare 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 yourClientsandClient Contactswill be organised and streamlined on your SwiftCase system!

Add your Clients to SwiftCase

1. Click on groupsUsersto navigate to the Users Page
2. Click addCreateand chooseClientfrom the dropdown options
3. Fill out the Create Client pop-up modal and click Save.

Now that you have added a Client to SwiftCase, you can add Client Staff. To discover how to create Client staff,view our guide.