CRM Landing Page
When you log in to , the Display Panel launches 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.
- 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.
- Tasks: Lists tasks assigned to you with the ability to create new tasks, edit, or delete tasks.
Customize Lists of Customers and Cases
Selecting a CRM tab lists customers, cases, and tasks. Click Filters to filter the list as follows:
- 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: cases and customer records created by you.
- My Draft Customers or My Drafts (for cases): cases and customer records saved by you as drafts.
Open topic with navigation