Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details. … Read More
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Excellent Business Process Automation
Updated 06/01/2021 Automating the processes, that make up your workflow, is a great way to boost productivity, facilitate growth and focus your energy on providing excellent services. Real-time Monitoring Keep a close eye on the work streams you need to … Read More
Automated Events
Discover how automated events in swiftcase can reduce the need for manual action on a Task. Send emails,documents, gather client data and allocate staff without lifting a finger! … Read More
Tags: Automated Events, Tasks, Workflow Builder
The Workflow Builder
Discover how the workflow builder can help you customise your workflows instantly. … Read More
Tags: Tasks, Workflow Builder
Workflow Prioritisation with Swiftcase
Updated 30/12/2020 Keeping your tasks in a manageable, doable, prioritised and SLA-monitored list can help you to focus on the work you need to do, so, that you are your most productive. If you need accurate and well-designed Workflow Prioritisation, … Read More
10 ways automation can improve your productivity – Part 1
Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over automation leading to ‘robots’ taking over professional work, in the same way as the industrial and digital revolutions affected manual workers, … Read More
10 ways automation can improve your productivity – Part 2
Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your productivity. 6) Cut forms down to size When gathering data required there can be a mass of … Read More
Configuring the User Listing Columns
Find out how to prioritise the display of additional key information about users in SwiftCase user index page. … Read More
Tags: User Information, User Listings, User Types, Users
Export a list of Users as a .csv file
Learn how to export all your key user information from SwiftCase as a versatile .csv file, enabling your team to export data to another app. … Read More
Tags: User Export, User Information, User Types, Users
Creating/Editing a Document Template
Familiarise yourself with creating and editing a document template on SwiftCase and automate the generation of key business documents. … Read More
Tags: Document Templates, Documents, Questions, Tasks