Workrooms

WorkroomsOct 31,2018

Workrooms are automatically created when another user takes an action on one of your public-facing assets, such as… e-Signs a doc Buys one of your e-commerce products Pays an invoice etc. – more of these coming soon. This video will give you a quick overview… Note you can create a workroom anytime – simply go Read More…

History, Notes & Event Logging

Storing & seeing notes about a contact or project is easy using the new history system. In general we’ll try to log all events to the corresponding history box for the asset (i.e. workroom, invoice, etc.). All times are recorded in GMT then translated to each respective user’s local time. If you are in Hawaii Read More…

Project Management Software

SwiftTasks is a powerful web-based task and project management software suite. This project management software is part of the very core of SwiftCloud. All SwiftCloud tools can leverage it – for example, Swift Marketing can create tasks for you to call or snail-mail specific people, specific messages, on specific dates, as can Swift CRM. Your daily Read More…