Q: [Video] Client Portal Older

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Q: [Video] Work Rooms, Boards, Lists & Cards

${youtube}<a href="nTE_sVqptwk">Work Rooms, Boards, Lists & Cards</a>

Q: [Video] Time Tracking

${youtube}<a href="75vyDAzv-Vg">Managing Time in SWELLEnterprise</a>

Question 1

[Video] Client Portal Older

Accepted Answer

${youtube}Client Portal

Question 2

[Video] Work Rooms, Boards, Lists & Cards

Accepted Answer

${youtube}Work Rooms, Boards, Lists & Cards

Question 3

How to Create & Edit Your Client Portal

Accepted Answer

Having a centralized location for your clients to find all of their important information is a must. With SWELLEnterprise, you choose what your clients have access to and you can easily allow them to view that latest updates on their project or simply pay for an invoice. With the updated client portal you can build custom menus, design your portal pages using a drag and drop editor and use 3rd party scripts for things like marketing pixels, chat software, analytics, and more.

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Question 4

How to create and embed a form

Accepted Answer

In order to create a form that you can link to or embed on your website, you will need to do a couple of things before you get started.

First, make sure you have the Forms module enabled by going to Company Settings > Modules > Forms and turn on.

Click on your username to see the settings options.
Click on ( Company settings )
Click on Modules tab
Scroll down until you see the form and make sure it is turned on.
Click on update settings to save.

Now let's create our first Form. In this example I will create a form that will automatically create a lead in SWELL when someone fills out this form on our website.

On the left menu, find Forms and click on New Form

If you have not already generated a token, you may need to create one. Follow the link in Step 5 to generate a token and then return to the Forms screen.

Next you will want to choose what happens when the form is submitted. You

Question 5

[Video] Time Tracking

Accepted Answer

${youtube}Managing Time in SWELLEnterprise

Question 6

Countries Supported For Phone & SMS Text Messaging

Accepted Answer

Below is a list of countries that are supported with our telephone and SMS text messaging module.

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