Search for cases

All 8x8 Contact Center cases are accessed from the Cases tab. By default, all cases assigned to you are listed. You can also access case records that are:

  • assigned to you
  • assigned to your group
  • created by you
  • all drafts

Note: The ability to view, create, edit, and delete case records is available to you if your administrator grants the necessary privileges.

You can search and retrieve case records by performing a basic or advanced search.

  • Basic Search: Allows you to search for cases:
    • by case number
    • by case subject
    • created by specific agents or customers
    • assigned to specific agents or groups
  • Advanced Search: Allows you to search for cases by any field defined in a case record. You can create nested queries by using the AND logical operator.
    Additionally, you can search for multiple values for a field. For example, to access all cases that are pending and in the open status, you can search for multiple values such as the open and pending statuses.

    Use the advanced search feature to search for a larger set of default and custom fields than are available in basic search. To perform an advanced search, click Advanced from the simple search window.

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