Search for customer records

The 8x8 Contact Center customers are accessed from the Customers tab. By default, the Customers tab lists customers that are assigned to you. You can also access customer records that are:

  • assigned to your group
  • created by you
  • in draft state
  • all customer records

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

You can search and retrieve customer records using basic or advanced search.

  • Basic search: Allows you to search for customers by last name and/or email address. Click Search to retrieve a list of all customers.
  • Advanced search: Allows you to search for customers by any field defined in the customer record. You can create nested queries by using the AND logical operator.
    Additionally, you can look for multiple values for a field. For example, to access all customer types, you can search for multiple values such as the default or custom 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.