Tools and News for Developers using the AllClients Platform

QuickSearchContacts

Overview

Lists contact or contacts based on information sent via an http form post.

Special Notes

This function is designed for speed — searching only First Name, Last Name, Other First Name, Other Last Name, Email Address, and Other Email Address.  It also returns only a limited number of fields and is limited to 50 results returned.   This would be best used in some kind of “type-along-find” Ajax contact picker.   Lower the “max results” to an even lower number to speed up the results even further.

Update 6/1/2017 – When the searchstring contains a space, the search will split the field in two and assume that it is a “first name+last name” “begins with” search.   A searchstring of “jo sm” with search for contacts with first names beginning with “jo” and last names beginning with “sm”

Post Url

https://www.allclients.com/api/2/QuickSearchContacts.aspx
  • SSL is requred
  • White Label CRM Customers: Replace www.allclients.com with your White Label CRM domain name.

Form Fields

Field Max Length* Required Notes
response_type No Default results will be returned in XML.Set this field value to json to return results in JSON format
accountid Yes Must be numeric. Account ID for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel
teammemberid No Default is 0 for Account Owner

Use -1 to search across all team member databases

apikey Yes API Key for this account. Found in Settings > API Settings or for White Label CRM in the Admin control panel
searchstring Yes String to search contact for.  Search will search First Name, Last Name, Other First Name, Other Last Name, and Email Address
maxresults No Number of results to return.  Specify between 1 and 50.  Default is 20 results.

Sample Results

Success Message (for 1 contact – not all fields displayed – blank fields are omitted from the results)

 

<results>
  <contacts>
    <contact>
      <id>4302</id>
      <teammemberid>0</teammemberid>
      <name>Bob & Betty Smith</name>
      <email>bob@smith.com</email>
      <otheremail>betty@smith.com</otheremail>
    </contact>
  </contacts>
</results>

Sample Failure Message

<?xml version="1.0"?>
<results>
    <error>Authentication failed</error>
</results>