Case Management
Learn how to manage cases from start to finish. Discover how to create, track, and update cases, assign responsibility, and keep all related notes, documents, and tasks in one organised place.
About this course
Duration
6
min
Lessons
2
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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