Case Management
Create, track, and resolve cases with notes, tasks, and contacts all linked in one organised hub.
About this course
Duration
10
min
Lessons
3
Master the essentials of Case Management in SwiftFox. In this course, you’ll learn how to create and update cases, link them to people and organisations, apply filters and tags, and control permissions. You’ll also see how to record notes, share updates, and assign tasks — keeping every case organised, accessible, and moving forward. Case Management brings together issues, queries, and projects in one central hub, so nothing important slips through the cracks.
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