When your workflow deals with lists of items, you often need to do something with each one. Validate every address. Check every part number. Update every line item in an external system. This quarter's headline feature makes that automatic.
One Configuration, Many API Calls
Collection API Events let you configure an API integration once and have it fire for every item in a collection question.
Imagine a claim with multiple damaged items. Each item needs a price check against your parts database. Previously, you'd need manual lookups or custom development. Now you configure the API request once, point it at your collection question, and SwiftCase fires a request for each item automatically.
The responses come back and map to the appropriate collection entries. Your workflow continues with complete, validated data.
This works for any scenario involving lists:
- Validating multiple addresses
- Checking inventory for multiple products
- Updating multiple records in an external CRM
- Fetching prices for multiple line items
Track Costs and Fees Where Work Happens
A new costs and fees widget brings financial tracking directly into task views. See accumulated costs. Manage fees. Keep financial data alongside the work it relates to.
This is particularly valuable for job costing, project accounting, or any workflow where you need to track spend at the case level.
Pin Notes That Matter
Some notes are more important than others. A critical instruction. A compliance requirement. A safety warning.
Pinned notes stay at the top of the notes list, always visible, never buried by newer entries. When someone opens the case, they see the pinned notes first.
Fine-Grained Access Control
New visibility controls let you restrict what different users see on profile pages. Limit client staff visibility. Hide specific lists from certain roles. Create appropriate boundaries for different user types.
This matters for multi-tenant setups and for workflows where information segregation is a compliance requirement.
Better Data Exports
CSV exports now handle complex data more gracefully:
- Addresses format correctly without strange characters
- Order IDs and task references include useful date components
- HTML content from rich text fields is handled properly
Small improvements that save time when you're working with exported data.
Ready to automate your workflows?
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