When you log in to 8x8 Contact Center 8x8 Agent Workspace, you can access the Customer management tab from the sidebar. From this workspace, you can access separate tabs for:
Cases: Lists cases assigned to you, and groups all related tasks, such as creating a new case, editing, and deleting cases, as well as reporting.
Tasks: Lists tasks assigned to you with the ability to create new tasks, edit, or delete tasks.
Customers: Lists customers assigned to you with centralized access to related tasks, such as editing a customer record or adding a case, a follow-up, or a task.
Filter lists of cases, tasks, and customers
Selecting a CRM tab lists customers, cases, and tasks. Click the drop-down list to filter the list as follows:
For Cases and Customers:
Assigned to me: Open cases and customers whose cases are assigned to you. This is the default option.
Assigned to my group: Open cases and customers whose cases are assigned to your group members.
Created by me: Customer records whose cases are created by you.
My drafts (for cases) or My Draft Customers: Cases and customer records saved by you as drafts.
For Tasks:
My Open Tasks: Lists all open tasks assigned to you.
All My Tasks: Lists all tasks assigned to you.
