Find out how to get an immediate report on the activity of your SwiftCase tasks by type, status and a specific time period. … Read More
Tasks
The Statistics Builder
Discover the powerful Statistics Builder in SwiftCase. Configure timely email reports about the performance of your Tasks. … Read More
Tags: Statistics, Statistics Builder, Tasks
Reminders in SwiftCase
Never forget another meeting or task with SwiftCase reminders. Associate reminders with a task to make sure complex requirements are met. … Read More
Workflow Builder – Status settings
Discover the status settings panel on SwiftCase workflow builder: control what your stakeholders initially see at each stage of a workflow. … Read More
Workflow Builder – Workflow Configuration
Familiarise yourself with the basic workflow configuration on SwiftCase: Costs & Fees, inheriting answers and other details. … 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
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
Creating/Editing an Email Template
Discover how to create and edit an email template on SwiftCase. Enable your team to automate the sending of captured data. … Read More
Tags: Email Templates, Questions, Tasks
Case Relationships
Gain an insight into how case relationships work on SwiftCase, so your team can assign the right users at the right time. … Read More
Tags: Case Relationships, Tasks, User Information, User Types, Users
Task Notes in SwiftCase
Gain an insight into the power of the Task Notes in SwiftCase, and always keep your team, clients and suppliers in the loop. … Read More
Tags: Task Notes, Tasks