SwiftCRM Support

SwiftCRM SupportAug 11,2020

This is the documentation home + onboarding guide for Swift CRM. In this we’ll cover… Managing Contacts Proposals / Estimates / Invoices / Quotes / Receipts Sequences – Automated Follow Up Managing Deal Flow via tags, workflow (tasks / projects system) Roles, Custom Project Types, Custom Field Config other Custom Settings Importing Contacts into SwiftCRM Read More…

Swift Membership Software Official Documentation

AUG 2020 UPDATE: Below refers to Swift Membership, a (free) wordpress membership plugin we wrote a few years back. Our brand new membership & club management system is on track to release Aug 2020, using the same systems we use internally. The new recurring billing software is designed for…. Membership Websites Offline membership businesses – Read More…

User Sessions

User SessionsJun 11,2020

A “Session” is an doc + data filled into it. Usually this is used for sales, but it’s also good for HR packets and other complex forms. GOAL: Fill in a form and hand it off to a client to confirm, sign, and get back to you. Here’s the short overview… Note there are 2 Read More…

PDF e-Signature Setup

Note: PDFs will not work nicely on phones because the format must match the source exactly. Our shortcode [swift_email] type system is better for over 90% of documents because it will work better on phones / tablets / desktop. PDF e-Sign Overview: Upload any PDF Click Convert when it asks you if you need it to Read More…

API Details

API DetailsMay 16,2020

This allows remote systems to post data into SwiftCloud for purpose usually of lead capture, though it can be used for anything – helpdesk, e-sign contract generation flows, etc. SEE ALSO: Domain Mapping – you can map a domain to SwiftCloud servers, even multiple; most common is subdomains like secure.YourDomain.com TIP: SwiftCloud may be pre-integrated Read More…

Profiles

ProfilesMay 14,2020

SwiftCloud has a built-in social profile system that can be whatever you want it to be. Website. Need a basic website? We’ve got you covered. Don’t want a website – but want a specific function like a jobs portal? We’ve got that covered too. Client Portal of any type – applying for loans, managing their Read More…

2.42 Updates – Getting Paid: Sign & Pay, SwiftShop, Invoices

Version 2.42 of SwiftCloud sees dozens of small improvements, and addition of payment options tightly integrated into SwiftCloud. Major Components Getting Paid: 8 ways of collecting money through SwiftCloud.AI. Currently we’re using Stripe, but will soon be adding ACH e-Check options, bitcoin, and additional systems to support various currencies and methods. Most of our focus Read More…

SwiftCloud for Sales

Note this is the support system, so here we’ll cover using SwiftCloud for sales. We’ll link to other articles for greater detail, and will add a recorded webinar soon. This is a “super-article” in that it will link to sub-articles, though you can definitely think it will give you super powers too. Here’s one method: Read More…

In-Person e-Signature (Kiosk, Tablet)

Setting up an e-Signature or Store Kiosk is easy with SwiftCloud. The software can be setup in minutes, and several hardware options that leverage off-the-shelf tablets are linked below, so your e-Signature Kiosk can be easy to maintain & inexpensive to set up. You’ll get all the benefits of e-signature on the web, meaning if-then Read More…

Guest User (Name Missing)

GOAL: Show Jane Doe instead of Guest User 8349 Problem: We need _1_ contact to be the “master namer” at any given time. This occurs because there can be multiple people in a doc (i.e. child + parent, seller(s) + buyer(s), etc.). TL;DR Summary: Replace the most important role’s field that starts with additional contact, Read More…