Published at: 2025-10-30

Global Search Logic Documentation

Global Search Feature Guide

Web Client:

  • All search functionalities within the CRM system.
  • Full-field search capability on object data list pages.

Mobile Client:

  • Full-field search: When enabled, functions as global search.
  • Field-specific search: Executes within selected field boundaries when specific fields are chosen.

2. Global Search Configuration

If global search returns unexpected results or fails to include all fields in list views, verify these settings: - Navigate to the corresponding object configuration in the Admin Console. - Confirm global search support is enabled. - Activating global search enhances comprehensive search coverage and efficiency.

3. Troubleshooting Global Search Failures

Global search operates via Elasticsearch (ES) engine, but may fail due to:

3.1 Permission Restrictions

  • Users without data access permissions won’t see restricted results in searches.
  • CRM administrators bypass permission constraints and can retrieve all matching data.

3.2 Data Scope Limitations

  • Lead Pool data: Not supported in global search.
  • Sub-object data: Excluded from global search.

3.3 Elasticsearch Characteristics

  • Tokenization mismatches: ES matches query keywords against full-text field tokens.
    Solution: Modify search terms.
  • Synchronization delays: ES data updates may lag.
    Solution: Retry after a few minutes.

4. Search Mechanics & Technical Implementation

  • Targets specific objects within global search scope.
  • Shares identical technical infrastructure with global search.
  • Technical attributes:
    • Both methods aggregate and tokenize all field content for storage.
    • Tokenization follows common word segmentation patterns.

Important Notes

  • Global/full-field searches cannot retrieve Sub-object data.

5. Search Optimization Techniques

Improve search effectiveness with these methods:

  1. Non-real-time Design
    Expect brief delays before retrying unsuccessful searches.

  2. Keyword Selection
    • Prefer standard Chinese phrases as keywords.
    • Use complete alphanumeric strings when possible.
    • Apply exact match for pure numbers/letters.
  3. Query Refinement
    • Expand or narrow search terms to improve result relevance.
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