Search CRM data

The search feature in 8x8 Contact Center 8x8 Agent WorkspaceClosed The brand new interface for 8x8 Contact Center agents to receive and process customer interactions. allows you to search for customers, cases, and task records in your CRM based on specific criteria. You can perform a basic search on standard fields, or an advanced search based on any CRM field defined in a record. For example, you can search for a customer by last name or email address in a simple search. You can look for records based on multiple criteria, such as cases created in the last week in pending status. You can refine your search with a multitude of CRM search operators as described in the following table:

Search Operator Description Example
equals match the string exactly Last Name <equals> Hansen
equals (ignore case) match the string exactly (case insensitive) Last Name <equals (ignore case)> hansen
greater than applicable to a numeric field. Search for a value greater than a specified value. Case Number <greater than> 1200
greater or equal applicable to a numeric field. Search for a value greater than or equal to a specified value. Case Number <greater or equal> 1200
less than applicable to a numeric field. Search for a value less than a specified value. Case Number <less than> 1200
less or equal applicable to a numeric field. Search for a value greater than or equal to a specified value. Case Number <less or equal> 1200
contains Search for a part of a word. Subject <contains> Delayed order
contains (ignore case) Search for a part of a word (case insensitive) Subject <contains (ignore case)> delayed order
not contains Search for a record which does not contain a specified string. Subject <not contains> Sales Orders
not contains (ignore case) Search for a record which does not contain a specified string. (case insensitive) Subject <not contains (ignore case)> sales orders
starts with Search for a record which starts with a specified string. Subject <starts with> Cancel
starts with (ignore case) Search for a record which starts with a specified string. (case insensitive) Subject <starts with (ignore case)> support
empty Search for a record where the field value is empty Email <empty>
not empty Search for a record where the field value is not empty Mobile <not empty>

To perform a search for CRM data:

  1. Go to the corresponding CRM object tab such as Customers, Tasks, or Cases.
  2. Click Search.
  3. Select your search parameters in the basic search. To perform an advanced search, click Advanced. Click Search for a customer, case, or task as desired. See more details on searching for customers, cases, and tasks.

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