Kaizen #82 - Search Records API(V4)

Kaizen #82 - Search Records API(V4)

Hello everyone!
Welcome back to this week's Kaizen post!
Today, we will discuss Search API(in version 4), the various supported operators, and how you can use these operators to search for data in different fields of a module.

First off, let us discuss:

When you should use the Search API

You can also use this API when you want to search for a specific text, phone or email in the records of a module, or when you want to do a text-based module-level word search. Search API is the go-to API when you know the details like email, phone or a specific text, but not the individual IDs of the records.

For example, when you want to render a search box in your web/mobile UI, and do a module-level search for the word, use Search Records API.

Search vs Query API

You should use the search records API when you want to perform a text-based search across the module, search for phone or emails fields exclusively, and when you do not know the record IDs.
You can also opt for this API when the maximum number of records you want to fetch per API call is less than 200.

Use the query API when you want to use advanced comparators to query for records from a custom view(without actually creating one), do a cross-module search(through lookup fields), or use aggregate functions.
Opt for this API when you want to fetch up to 2000 records in an API call.

Encoding

When there are parentheses or a comma in your search value, you must escape them and then encode the characters. For example, to search for Patricia(Boyle), you must escape the parentheses as Patricia\(Boyle\) followed by encoding the value as Patricia%5C%28Boyle%5C%28.
When there are special characters in the search value such as +, : etc, you must encode them. Example: Modified_Time%3Agreater_equal%3A2023-04-20T05%3A58%3A06%2B05%3A30 for
Modified_Time:greater_equal:2023-04-19T05:58:06+05:30

Request Details
Request URL: {{api-domain}}/crm/v4/{{module_api_name}}/search
Scope: ZohoCRM.modules.{module_name}.ALL/READ (and) ZohoSearch.securesearch.READ
Parameters specific to Search API: email, phone, word, criteria
Other parameters: fields, converted, approved, page, per_page

1. word

Use this parameter to do a global search of a word in all records and fields of the module.
Note that the search term must have at least three characters to perform a search.

Example
{{api-domain}}/crm/v4/Contacts/search?word=ABC&per_page=3&fields=Last_Name,Account_Name,Full_Name

The response contains the records that have "ABC" in any of their fields.

Response
{
    "data": [
        {
            "Full_Name": "test2k abc",
            "Last_Name": "abc",
            "Account_Name": null,
            "id": "3652397000011831001"
        },
        {
            "Full_Name": "Daly",
            "Last_Name": "Paul",
            "Account_Name": {
                "name": "ABC",
                "id": "3652397000007505116"
            },
            "id": "3652397000007505119"
        },
        {
            "Full_Name": "test2000",
            "Last_Name": "test2000",
            "Account_Name": {
                "name": "ABC",
                "id": "3652397000003098017"
            },
            "id": "3652397000009873004"
        }
    ],
    "info": {
        "call": false,
        "per_page": 3,
        "next_page_token": "74d1d2c0xxx5fe1b",
        "count": 3,
        "sort_by": "id",
        "page": 1,
        "previous_page_token": null,
        "page_token_expiry": "2023-04-22T16:48:05+05:30",
        "sort_order": "desc",
        "email": false,
        "more_records": true
    }
}

2. email

This parameter searches the email fields(including custom email fields) of the module and returns the matching records.
If you have special characters in the email ID, you must encode them to get the exact records.
If you do not encode, then the response will have all the records with the matching email ignoring the special character. 
For example, if the email ID is p+boyle@abc.com, and you do not encode, the response will contain email IDs such as p.boyle@abc.com, p.boylex@abc.com, p.daly@zylker.com etc. 

Example
{{api-domain}}/crm/v4/Contacts/search?email=p%2Bboyle%40abc.com&fields=Email,Last_Name

Response
{
    "data": [
        {
            "Email": "p+boyle@abc.com",
            "Last_Name": "abc",
            "id": "3652397000011831001"
        }
    ],
    "info": {
        "call": false,
        "per_page": 200,
        "next_page_token": null,
        "count": 1,
        "sort_by": "id",
        "page": 1,
        "previous_page_token": null,
        "page_token_expiry": null,
        "sort_order": "desc",
        "email": false,
        "more_records": false
    }
}

3. phone

This parameter searches the phone fields(including custom phone fields) of the module and returns the matching records.

Example
{{api-domain}}/crm/v4/Contacts/search?phone=%2B075-244562374&fields=Last_Name,Phone

Response
{
    "data": [
        {
            "Last_Name": "Smith",
            "Phone": "075-244562374",
            "id": "3652397000010134055"
        },
        {
            "Last_Name": "Gayle",
            "Phone": "+075-244562374",
            "id": "3652397000011831001"
        }
    ],
    "info": {
        "call": false,
        "per_page": 200,
        "next_page_token": null,
        "count": 2,
        "sort_by": "id",
        "page": 1,
        "previous_page_token": null,
        "page_token_expiry": null,
        "sort_order": "desc",
        "email": false,
        "more_records": false
    }
}

4. criteria

Use this parameter when you want to search for records based on a certain criteria. 
The format is (({api_name}:{operator}:{value})and/or({api_name}:{operator}:{value}))

The following table gives you the field types and the operators you can use in the "criteria" parameter.

Field Type
Operator
Date, DateTime
equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in
Integer, Currency, Decimal
equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in
Boolean
equals, not_equal
Lookup(user/owner)
equals, not_equal, in
Picklist, Autonumber
equals, not_equal, in
Text, Email, Phone, Website
equals, not_equal, starts_with, in


Let us discuss each of these field types with examples.

4.1 Date in criteria

Supported operators: equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in

{{api-domain}}/crm/v4/Deals/search?criteria=(Closing_Date:between:2022-12-10,2022-12-21)&fields=Last_Name,Amount,Closing_Date

4.2 DateTime in criteria(search value encoded)

Supported operators: equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in
Here, the value in the Modified_Time field is Modified_Time:greater_equal:2023-04-19T05:58:06+05:30 and contains the special characters :, +, -. So, you must escape these characters and then encode them. 
The encoded value is Modified_Time%3Agreater_equal%3A2023-04-19T05%3A58%3A06%2B05%3A30

{{api-domain}}/crm/v4/Deals/search?criteria=Modified_Time%3Agreater_equal%3A2023-04-19T05%3A58%3A06%2B05%3A30&fields=Last_Name,Amount,Closing_Date

4.3 Currency and Decimal in criteria

Supported operators: equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in

{{api-domain}}/crm/v4/Deals/search?criteria=((Probability:between:70,90) AND (Amount:less_equal:75000))&fields=Amount,Probability

4.4 Boolean in criteria

Supported operators: equals, not_equal

{{api-domain}}/crm/v4/Leads/search?criteria=(Email_Opt_Out:equals:true)&fields=Last_Name,Company&per_page=2

4.5 Lookup in criteria

Supported operators: equals, not_equal, in
Here, Account_Name is the lookup field in the Contacts module and points to the Accounts module.

{{api-domain}}/crm/v4/Contacts/search?criteria=(Account_Name:in:Zylker,ABC)&fields=Last_Name,Company,Account_Name&per_page=5

4.6 Picklist in criteria

Supported operators: equals, not_equal, in
Here, Languages_Known is a custom picklist field in the Contacts module. This request fetches all the records that contain "English" or "French" or both in the Languages_Known picklist.

{{api-domain}}/crm/v4/Contacts/search?criteria=(Languages_Known:in:English,French)&fields=Last_Name,Company,Languages_Known&per_page=5

 4.7 User/Owner Lookup in criteria

Supported operators: equals, not_equal, in
To search based on Owner fields, you must use the ID of the users as the search value.

{{api-domain}}/crm/v4/Contacts/search?criteria=(Owner:in:3652397000000186017,3652397000000281001)&fields=Last_Name,Company,Owner&per_page=5

4.8 Text in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Contacts/search?criteria=(Department:starts_with:s)&fields=Last_Name,Department

4.9 Email in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Contacts/search?criteria=(Email%3Aequals%3Ap%2Bboyle%40abc.com)&fields=Last_Name,Email

Here, the email "p+boyle@abc.com" has a special character(+) and so, must be encoded to get the right response.

4.10 Phone in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Contacts/search?criteria=(Phone%3Ain%3A%2B075-1111111%2C888-555-2145)&fields=Last_Name,Phone

Here, the phone numbers +075-1111111 and 888-555-2145 are the search values for the Phone field. As they both contain special characters, we have encoded them. 

4.11 Website in criteria

Supported operators: equals, not_equal, starts_with, in

{{api-domain}}/crm/v4/Leads/search?criteria=(Website:starts_with:https)&fields=Last_Name,Website

Note

  • You can search for a maximum of 10 criteria (with same or different columns) with equals and starts_with conditions.
  • When you use "equals" for multiple conditions, and if one of your conditions is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc in their Company fields.
  • When you use "equals" with a single condition and search for a field, like (Campaign_Name:equals:CRM), the response will contain only those records whose Campaign_Name is "CRM" and not records with "Best CRM" or "Latest CRM" in their Campaign_Name fields.
  • The phone, word, and email parameters search for all fields whose datatype is phone, text, and email, respectively. But, when you use them in the criteria parameter, the search is restricted only to that particular field as you give the field's API name.

We hope you found this post useful. We will see you next week with another interesting post.
Let us know your questions and feedback in the comment section, or write to us at support@zohocrm.com.


Cheers!

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                                Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                              • Kaizen #226: Using ZRC in Client Script

                                                                Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
                                                              • Kaizen #222 - Client Script Support for Notes Related List

                                                                Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
                                                              • Kaizen #217 - Actions APIs : Tasks

                                                                Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
                                                              • Kaizen #216 - Actions APIs : Email Notifications

                                                                Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are


                                                              Manage your brands on social media



                                                                    Zoho TeamInbox Resources



                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner







                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Real signature in Zoho Expense PDF report ?

                                                                                                                  Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.
                                                                                                                • Copy paste settings

                                                                                                                  Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??
                                                                                                                • Custom TDS on Vendor Credits via API

                                                                                                                  Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.
                                                                                                                • "Unlink" Advance from Bill without Deleting the Payment Record

                                                                                                                  I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill
                                                                                                                • What is the best way to convert MSG file to Word format?

                                                                                                                  The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson
                                                                                                                • Zoho Projects : Task should auto-update to 'In Progress' if timer started

                                                                                                                  Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
                                                                                                                • Invoice template with sales tax totals

                                                                                                                  Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
                                                                                                                • Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

                                                                                                                  Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time
                                                                                                                • Connection Not Secure (Certificate Mismatch) Error

                                                                                                                  Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin
                                                                                                                • Unable to create new finance account in Zoho Books Android app due to missing account number field.

                                                                                                                  Free plan I have enabled a setting via the website requiring unique account codes to be specified for all accounts. When using the android app, go to expenses, new expense, select account, new account. Promoted to enter the Account name and description.
                                                                                                                • Recording the Investment

                                                                                                                  Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks
                                                                                                                • Client and Vendor portal at the same time

                                                                                                                  We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal
                                                                                                                • Integrate Multiple ZohoBooks organization with zoho projects

                                                                                                                  We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a
                                                                                                                • Ways to calculate the difference form two years or months

                                                                                                                  Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from
                                                                                                                • Career site URL - Suggestion to modify URL of non-english job posting

                                                                                                                  Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
                                                                                                                • Introducing Contract Settings & Backdated Contracts in Zoho Contracts

                                                                                                                  We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements
                                                                                                                • Celebrating our customers on International Client's Day

                                                                                                                  Hi everyone, Every customer is part of our Zoho Desk family, and we wouldn’t want to miss celebrating you on this special day. This International Client's Day, we’d like to take a moment to appreciate every customer who has helped us grow and build meaningful
                                                                                                                • Faster Ticket Response with use of Snippets in comments

                                                                                                                  Hello everyone, Responding to tickets often involves repeating the same messages, whether it is sharing updates with customers or leaving notes for internal collaboration. To make this easier and more consistent, we are allowing agents to use snippets
                                                                                                                • Improving Zoho Creator's email deliverability

                                                                                                                  Hi all, We're pleased to announce updates to email handling in Zoho Creator to improve the deliverability of the emails sent from the Creator platform. These updates have been designed keeping in mind the fact that emails from domains with strong sender
                                                                                                                • What's New in Zoho Billing | February 2026

                                                                                                                  February brings a powerful set of updates to Zoho Billing, from smarter subscription management and flexible payment options to better reporting and more control over your hosted pages. Here's everything that's new this February. Create Subscriptions
                                                                                                                • Reassign Partially Saved Entries

                                                                                                                  Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
                                                                                                                • Displaying only unread tickets in ticket view

                                                                                                                  Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter that
                                                                                                                • What is a realistic turnaround time for account review for ZeptoMail?

                                                                                                                  On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
                                                                                                                • Zoho Books: tax is not automatically pulled from product-data anymore - why?

                                                                                                                  Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
                                                                                                                • Issue creating a YTD report with last years numbers

                                                                                                                  I am looking to create a widget to compare the YTD leads we have in 2023 to the YTD leads we had in 2022. I'm having issues with the aggregate formula creation to gain access to the 2022 Leads YTD data point. Feeling like this is a common view of data
                                                                                                                • Brand Studio Projects in Analytics

                                                                                                                  Hi All, Currently pulling my hair out over trying to link together some social media posts for a reporting dashboard in Analytics, so I thought I'd see if anyone on here had a solution. Our Marketing Team created a LinkedIn campaign in Zoho Brand Studio,
                                                                                                                • Manage Testing Process in Zoho Sprints

                                                                                                                  Agile framework supports a robust quality assurance system that incorporates continuous testing throughout the development lifecycle of the product. The agile testing team focuses on planning the testing around the development, identifying defects early
                                                                                                                • Announcing the Zohotshots of the ZDC Hackathon 2025

                                                                                                                  Hey everyone, The wait is finally over! After weeks of building, experimenting, and pushing creative boundaries, we’re excited to announce the winners of the second edition of the ZDC Hackathon. This edition brought together an incredible community of
                                                                                                                • ZOHO CRM Button Integration

                                                                                                                  Hi Team, I’m currently working with Zoho CRM along with a custom application where I fetch deal details from the CRM and use them based on my requirements for each deal. Now, I want to enhance this setup. I plan to create a button on the Deal Detail page
                                                                                                                • Major journey crash and not loading. Zoho Marketing Automation

                                                                                                                  Hi all. Last night (19MAR, 2026) Marketing Automation for a specific journey completely crashed, and since the crash the specific journey has failed to load at all (blank journey canvas, no journey appears, no menu accessible) but other separate journey's
                                                                                                                • Subtotals per Header

                                                                                                                  Hey, we would like to display subtotals per header in our invoices:
                                                                                                                • Candidate Assessments, no workflows.

                                                                                                                  I have an issue where I would like to trigger a workflow based on a candidate assessment being completed. Sometimes a returning candidate will complete a second assessment, on completion the status of the candidate will be updated to "Unqualified" if
                                                                                                                • Mail Merge in Zoho Desk

                                                                                                                  Hello Team, Do we have an option of mail merge within Zoho Desk like we have in Zoho CRM? We have a requirement to generate some pdf file in the form of mail merge doc from the ticket.
                                                                                                                • Workdrive backup and default storage selection

                                                                                                                  Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
                                                                                                                • Zoho vault filling in a form it's not supposed to fill in

                                                                                                                  Hey there, I have a problem with ZOHO Vault autofill. In a software package, we have these options: For some reason zoho vault always replaces what's in the top option and fills a 2fa password in there, and then saves that value.. Meaning whatever was
                                                                                                                • Zoho Booking Integration with Desk

                                                                                                                  Just wanting to share something in case it helps someone else who may run into a similar use case as we did. Issue: Currently, the Zoho Booking integration with desk will drop a comment into the ticket when a customer books a time, however it won't change
                                                                                                                • Let us view and export the full price books data from CRM

                                                                                                                  I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
                                                                                                                • Syncing calendar with Google Calendar doesn't work when events are sent to auto repeat

                                                                                                                  Hi... The ZOHO CRM -- GOOGLE CALENDAR sync is broken. If I create a single event on either side, sync works, but if I create an event with auto repeat on either side it doesn't work. Furthermore, events created before the sync don't show up in the calendar.
                                                                                                                • Organization wide Account and Contacts Visibility/Sharing Capabilities?

                                                                                                                  Has anyone figured out a way to make visibility or sharing of Accounts and Contacts to be available across the entire organization without having to have every individual user edit their Sharing permissions? For our sales folks they need to be able to
                                                                                                                • Notification of Interaction Assignment

                                                                                                                  If a user is assigned an interaction, they should be notified via email. These are almost useless because if I assign an interaction for someone to respond to, they dont know that I assigned it to them without me telling them or them logging in and discovering
                                                                                                                • Next Page