Case Management

Keep everything about a member issue or query in one place. Each case holds its own tasks, posts and documents, with statuses and permissions you control.

Watch in the Academy

Academy lessons

022-04 Create your own Case management status

Learn how to create custom case‑management statuses that fit your team’s workflow, so every case is instantly recognisable and easy to track. Tailor labels, colours and defaults in just a few clicks, and keep your case board looking sharp.

022-03 Custom Fields on Cases

Custom fields allow you to tailor each case to your team's workflow in a fun and efficient way. Learn how to create and manage these fields, control their visibility, and set defaults to make your data capture smooth and effective.

022-02 Task assignment and tracking within cases

Discover how to manage tasks within Case Management. Learn to create, assign, and track tasks directly in a case to keep work organised, progress clear, and follow-ups never missed.

022-01 Creating and managing cases

Dive into the world of case management with SwiftFox, where organising your projects and queries becomes a breeze. Learn how to create, manage, and track cases efficiently, ensuring that every member's needs are met with ease and style.

General

Case Management

Case management — Overview

Centralise notes, emails and tasks for each client interaction in a single chronological hub.

Case Management

Case management — Frequently asked questions

Create, tag, assign and manage cases with permissions, sharing and email integration.

Workflows

Case Management

Case tags setup

Set up, manage and apply case tags for efficient classification and filtering.

September 29, 2026

Case Management

Custom fields on cases

Configure, order and set visibility for custom case fields, add sections, defaults and tag‑based rules.

August 19, 2026

Case Management

Custom case views in the Action Centre

Create and manage custom case views in SwiftFox Action Centre.

Case Management

Case list views & columns

Customise case list views, manage columns, filter, sort and export data in SwiftFox.

Limitations & best practice

Case Management

Case management — Limitations & best practice

Manage case limitations and apply best‑practice setup for tags, sharing, contacts and status