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Configure Global Search Settings

Global search settings are the foundational default search settings when these preferences are not modified by users and/or saved searches. Global search settings are configured in CSM Administrator > System Settings > Search.

Setting Description
Text Search (only applies to the Query Builder)

Select the default setting for how the Query Builder searches fields:

  • All Search Words Should Exist in the Same Field: Returns records only when both words are found in a single field (example: CSM and software are found in the same field).
  • Search Words Can Be Found in Different Fields: Returns records if both words are found in different fields in the same Business Object (example: CSM is found in one field and software is found in another field).
  • Search For Different Forms of the Word: Returns records that have plural and past tense forms of the word and different verb tenses. For example, if the search is for find, the records found will be those with find, finds, and found.
Quick Search should default to using (only applies to Quick Search) Select the default setting for how Quick Search searches fields:
  • All Words: Search uses all words (AND is used to separate words in search). With the relevancy ranking, "noise" words are included in the search (example: "the" and "will"). An All Words search is better at finding records where users are looking for records containing all of the words in the search string.
  • Any Words: Search uses any of the words (OR is used to separate words in search). With the Relevancy ranking, this option ranks records higher that have more of the search words. An Any Words search is better at ranking records by those containing the most instances of any words in the search string.

    These settings only apply to Quick Searches run from the Searching > Quick search builder menu.

Knowledge Search should default to using (only applies to Knowledge Search) Select the default setting for how Knowledge Search searches fields:
  • All Words: Search uses all words (AND is used to separate words in search). With the Relevancy ranking, "noise" words are included in the search (example: "the" and "will"). An All Words search is better at finding records where users are looking for records containing all of the words in the search string.
  • Any Words: Search uses any of the words (OR is used to separate words in search). With the Relevancy ranking, this option ranks records higher that have more of the search words. An Any Words search is better at ranking records by those containing the most instances of any words in the search string.

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