---
title: "Search CRM data"
slug: "search-crm-data"
updated: 2026-07-22T15:17:10Z
published: 2026-07-23T10:07:46Z
canonical: "help.8x8.com/search-crm-data"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Search CRM data

The search feature in **8x8 Contact Center8x8** Agent **Workspace** 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](/documentation/docs/search-for-customer-records), [cases](/documentation/docs/search-for-cases), and [tasks](/documentation/docs/search-for-tasks).

Agents use the Agent Console to view and manage customer interactions. Virtual Contact Center supports Regular agents and Supervisor agents.