GET v1/Companies({CompanyId})/CustomerSearch?filterCriteria={filterCriteria}

This call returns the Customers that match your Search Criteria

Information:

Base URL:

https://api.covasoft.net/crm

Example of a call would be:

https://api.covasoft.net/crm/v1/Companies({CompanyId})/CustomerSearch?$filter=Criteria eq 'Peter.Smith@email.com'

Request Information

URI Parameters

NameDescriptionTypeAdditional information
CompanyId

Company Id from your onboarding package

integer

Required

filterCriteria

This is fitering criteria for your Customer Search

string

Required

Body Parameters

None.

Response Information

Resource Description

Returns Customers that match your Search Criteria

Collection of CustomerSearchUsingFilteringReturn
NameDescriptionTypeAdditional information
Criteria

string

None.

Addresses

Collection of Object

None.

ContactMethods

Collection of ContactMethod

None.

CustomerExtensions

Collection of CustomerExtension

None.

RelatedCustomers

Collection of Object

None.

MemberOf

Collection of Object

None.

Documents

Collection of Object

None.

MergedCustomers

Collection of Object

None.

PrimaryName

string

None.

Title

Object

None.

AlternateName

Object

None.

MiddleName

Object

None.

FamilyName

string

None.

ReferralSource

Object

None.

Notes

Object

None.

UniqueIdentifier

string

None.

Id

globally unique identifier

None.

CustomerTypeId

integer

None.

CustomerType

string

None.

DateOfBirth

date

None.

PricingGroupId

integer

None.

Disabled

boolean

None.

DoNotContact

boolean

None.

Version

integer

None.

MergedIntoCustomerId

Object

None.

LastModifiedDateUtc

date

None.

Response Formats

application/json, text/json

Sample:
[
  {
    "Criteria": "sample string 1",
    "Addresses": [
      {},
      {}
    ],
    "ContactMethods": [
      {
        "Value": "sample string 1",
        "Id": "5ad264d0-8ced-4234-8e13-bc4695dfef29",
        "CustomerId": "3a80affd-0993-41d3-b3b8-910cea3ab10e",
        "ContactMethodCategoryId": 4,
        "ContactMethodCategory": "sample string 5",
        "ContactMethodTypeId": 6,
        "ContactMethodType": "sample string 7",
        "DoNotContact": true,
        "Default": true,
        "Notes": "sample string 10",
        "Version": 11
      },
      {
        "Value": "sample string 1",
        "Id": "5ad264d0-8ced-4234-8e13-bc4695dfef29",
        "CustomerId": "3a80affd-0993-41d3-b3b8-910cea3ab10e",
        "ContactMethodCategoryId": 4,
        "ContactMethodCategory": "sample string 5",
        "ContactMethodTypeId": 6,
        "ContactMethodType": "sample string 7",
        "DoNotContact": true,
        "Default": true,
        "Notes": "sample string 10",
        "Version": 11
      }
    ],
    "CustomerExtensions": [
      {
        "Value": "sample string 1",
        "Id": "fa55afd3-f176-45ed-932d-8b6818f2aab3",
        "CustomerId": "dbda142a-8744-4b32-a72d-41c17fa47363",
        "ExtensionTypeId": 4,
        "ExtensionType": "sample string 5",
        "ExtensionTypeFeature": "sample string 6",
        "Version": 7
      },
      {
        "Value": "sample string 1",
        "Id": "fa55afd3-f176-45ed-932d-8b6818f2aab3",
        "CustomerId": "dbda142a-8744-4b32-a72d-41c17fa47363",
        "ExtensionTypeId": 4,
        "ExtensionType": "sample string 5",
        "ExtensionTypeFeature": "sample string 6",
        "Version": 7
      }
    ],
    "RelatedCustomers": [
      {},
      {}
    ],
    "MemberOf": [
      {},
      {}
    ],
    "Documents": [
      {},
      {}
    ],
    "MergedCustomers": [
      {},
      {}
    ],
    "PrimaryName": "sample string 2",
    "Title": {},
    "AlternateName": {},
    "MiddleName": {},
    "FamilyName": "sample string 6",
    "ReferralSource": {},
    "Notes": {},
    "UniqueIdentifier": "sample string 9",
    "Id": "6cf3a3a6-9d4f-4de1-b5db-5d765b0ebadc",
    "CustomerTypeId": 11,
    "CustomerType": "sample string 12",
    "DateOfBirth": "2024-11-25T11:29:50.3335894+00:00",
    "PricingGroupId": 14,
    "Disabled": true,
    "DoNotContact": true,
    "Version": 17,
    "MergedIntoCustomerId": {},
    "LastModifiedDateUtc": "2024-11-25T11:29:50.3335894+00:00"
  },
  {
    "Criteria": "sample string 1",
    "Addresses": [
      {},
      {}
    ],
    "ContactMethods": [
      {
        "Value": "sample string 1",
        "Id": "5ad264d0-8ced-4234-8e13-bc4695dfef29",
        "CustomerId": "3a80affd-0993-41d3-b3b8-910cea3ab10e",
        "ContactMethodCategoryId": 4,
        "ContactMethodCategory": "sample string 5",
        "ContactMethodTypeId": 6,
        "ContactMethodType": "sample string 7",
        "DoNotContact": true,
        "Default": true,
        "Notes": "sample string 10",
        "Version": 11
      },
      {
        "Value": "sample string 1",
        "Id": "5ad264d0-8ced-4234-8e13-bc4695dfef29",
        "CustomerId": "3a80affd-0993-41d3-b3b8-910cea3ab10e",
        "ContactMethodCategoryId": 4,
        "ContactMethodCategory": "sample string 5",
        "ContactMethodTypeId": 6,
        "ContactMethodType": "sample string 7",
        "DoNotContact": true,
        "Default": true,
        "Notes": "sample string 10",
        "Version": 11
      }
    ],
    "CustomerExtensions": [
      {
        "Value": "sample string 1",
        "Id": "fa55afd3-f176-45ed-932d-8b6818f2aab3",
        "CustomerId": "dbda142a-8744-4b32-a72d-41c17fa47363",
        "ExtensionTypeId": 4,
        "ExtensionType": "sample string 5",
        "ExtensionTypeFeature": "sample string 6",
        "Version": 7
      },
      {
        "Value": "sample string 1",
        "Id": "fa55afd3-f176-45ed-932d-8b6818f2aab3",
        "CustomerId": "dbda142a-8744-4b32-a72d-41c17fa47363",
        "ExtensionTypeId": 4,
        "ExtensionType": "sample string 5",
        "ExtensionTypeFeature": "sample string 6",
        "Version": 7
      }
    ],
    "RelatedCustomers": [
      {},
      {}
    ],
    "MemberOf": [
      {},
      {}
    ],
    "Documents": [
      {},
      {}
    ],
    "MergedCustomers": [
      {},
      {}
    ],
    "PrimaryName": "sample string 2",
    "Title": {},
    "AlternateName": {},
    "MiddleName": {},
    "FamilyName": "sample string 6",
    "ReferralSource": {},
    "Notes": {},
    "UniqueIdentifier": "sample string 9",
    "Id": "6cf3a3a6-9d4f-4de1-b5db-5d765b0ebadc",
    "CustomerTypeId": 11,
    "CustomerType": "sample string 12",
    "DateOfBirth": "2024-11-25T11:29:50.3335894+00:00",
    "PricingGroupId": 14,
    "Disabled": true,
    "DoNotContact": true,
    "Version": 17,
    "MergedIntoCustomerId": {},
    "LastModifiedDateUtc": "2024-11-25T11:29:50.3335894+00:00"
  }
]