Platform capabilities

Add and manage organisation details

Users can add and update important organisation details required for system-generated documents. These include:

• Organisation name
• Address
• Email
• Mobile & landline
• Website
• ABN
• Display logo

Use organisation details in documents

Users can utilise the stored organisation details in invoices and other system-generated documents.

Manage tags

Users can manage and organise tags used when creating SwiftFox emails. This feature helps streamline the tagging process for better email categorisation and efficiency.

Build and style the unsubscribe page

Customise your unsubscribe page to align with your branding and user preferences. This includes the following options:

• Modify the page title and description.
• Add subtitle text.
• Enable category checkboxes.
• Style the opt-out button.
• Style the submit button.
• Insert your company logo.
• Select a page background colour.

Create and edit email signatures

Users can create and edit email signatures to personalise their communications when sending individual emails.

Add and manage email domains

Users can add and manage an unlimited number of email domains.

Default sender email

Set a default sender email name and address for outgoing communications.

Xero

Connect and manage Xero integration settings to streamline your workflow and maintain accurate records.

XPM

Connect and manage XPM integration settings to optimise practice management and enhance efficiency.

Add or edit categories

Users can manage the categories used for email campaigns. This includes creating new categories or updating existing ones to better organise and target campaigns.

Manage office SMS numbers

Users can oversee and organise SMS numbers used across their office.

Assign SMS numbers for outbound messages

Users are able to allocate specific SMS numbers for sending outbound messages effectively.

Request a new sender name for SMS campaigns

Users can submit a request to obtain a new sender name specifically tailored for their SMS campaigns.

Add or edit tags

Users can add or modify tags for use in SwiftFox posts and interactions. This allows for better organisation and categorisation of content.

Add or edit RSVP options

Users can customise RSVP options when creating events in SwiftFox. This allows for greater flexibility in managing attendee responses.

Add, edit, or remove role title suggestions

Users can manage role title suggestions by adding new titles, editing existing ones, or removing those no longer needed.

Role titles in dropdown menus

Role titles are displayed in the dropdown menu when assigning a person to an organisation.

Create new contact categories

Users can create and manage new categories for organising their contacts.

Assign colours to categories

Users have the ability to assign specific colours to each contact category for better visual distinction.

Display categories in search results

Users can select whether or not the categories appear beneath a contact’s name in search results.

Upload and store document templates

Users can upload and store document templates for various purposes.

• Mail merges from List Builder
• Profiles

Select default address type

Users can choose the default address type displayed on both people and organisation profiles.

Address visibility on business cards

Users can enable or disable the visibility of addresses on profile business cards.

View all SwiftFox users

Users can view all SwiftFox users, including their name, email address, and assigned user groups.

Create new user groups

Users have the ability to create new user groups within the platform.

Add users to multiple groups

Users can add individuals to multiple groups in a single step, simplifying group management.

Assign permissions to user groups

Permissions can be assigned directly to user groups, streamlining the process of access control.

Track user activity

Users can monitor activity over a specified date range to gain insights into user actions.

View changes to custom fields and contact details

Users can review modifications made to custom fields and contact details for better transparency.

Access detailed logs

Users can access comprehensive logs that include information such as the date of activity, the user responsible, the type of activity, the affected record, the field that was changed, and the old and new values.

Filter and sort logs

Users can filter audit logs by affected record or date and sort them by date for easier navigation and analysis.

Reset password

Users can reset their password unless they are using Single Sign-On via Microsoft or Google.

Enable two-factor authentication

Users can enable Two-Factor Authentication unless they are using Single Sign-On.