Global Search Guide

1. Scope of Global Search

Web:

• All search capabilities within the CRM system.
• Full-field search on object list pages.

Mobile:

• Full-field search: When you use full-field search, it functions as global search.
• Field-level search: When you select a specific field, the search runs only within that field.

2. Global Search Toggle and Configuration

If global search does not return the expected results, or if you cannot select all fields on a list page for searching, verify the following:

• Go to the corresponding object configuration page in the Admin Console.
• Confirm that support for global search is enabled.
• Enabling global search increases search coverage and efficiency.

3. Why Global Search May Not Work

Global search is implemented using an Elasticsearch (ES) engine. The following factors can cause search failures:

3.1 Permission Restrictions

• If the searcher lacks access to certain records, global search will not return those records.
• CRM administrators are not subject to the same restrictions and can find any matching records.

3.2 Data Scope Limitations

• Data in the Lead Pool: not supported by global search.
• Sub-object data: not supported by global search.

3.3 ES Engine Characteristics

• Tokenization / matching issues: ES matches based on tokenized keywords and tokenized text of target data; tokenization mismatches may cause failures.
  • Solution: try different keywords.
• Data synchronization delay: ES indexing may lag, so newly created or updated data might not appear immediately.
  • Solution: wait a few minutes and retry the search.

4. Search Features and Implementation Mechanics

Full-field Search

• Full-field search specifies which objects are included within the global search scope.
• Technically, full-field search and global search use the same underlying mechanism.
• Technical characteristics:
  • Both global search and full-field search aggregate all field content of records and store tokenized text.
  • Tokenization is based on common word segmentation.

Notes

• Global search and full-field search do not support searching Sub-object data.

5. Tips to Improve Search Success

Follow these recommendations to improve search results:

1. Full-field/global search is not real-time
   Search results may be delayed; wait a moment and try again.

2. Keyword selection
   • Prefer commonly used words or phrases.
   • Use complete numeric or alphanumeric sequences when possible.
   • For pure numbers or pure letters, use exact-match searches.
3. Keyword adjustment
   • If no results appear, try adding or removing keywords to refine results.