Search Settings
Configure which student fields are searchable and how quick search behaves.
Search settings control how student fields are found. Use them for fields users actually search by, such as name, email, phone, passport number, lead source, or student ID.
Search settings are managed from the student fields area.
Open Search Settings
- Open Settings.
- Select Field Management.
- Open the student fields area.
- Select Configure Search.
The bulk search dialog lets admins select fields, choose an action, and update the selected fields together.
Bulk Search Actions
| Action | What it does |
|---|---|
| Enable Search | Makes the selected fields searchable. |
| Disable Search | Removes the selected fields from search and quick search. |
| Configure Search Settings | Updates search type, search weight, and quick search inclusion. |
Use Select All when you are preparing a broad first setup. Use Deselect All and then choose specific fields when you are fine tuning search.
Search Types
| Search type | Use it for |
|---|---|
| Keep existing | Leave the field's current search type unchanged. |
| Exact Match | Match the full value exactly. |
| Partial Match | Match part of the value. |
| Fuzzy Match | Help users find values with small spelling differences. |
| Phonetic Match | Help users find names that sound similar. |
| Numeric Range | Search across numeric ranges. |
| Date Range | Search across date ranges. |
Use Exact Match for IDs and reference numbers. Use Partial Match for names, emails, phone numbers, and other values users may only partially remember.
Search Weight
Search Weight controls priority. Higher weight means the field matters more when search results are ranked.
The current range is 1 to 10. Give the highest weights to the fields users rely on most, such as First Name, Last Name, Primary Email, and Primary Phone.
Quick Search
Include in Quick Search adds the selected fields to the global quick search experience. Keep this list focused. If too many fields are included, quick search can become noisy.
Good quick search fields are:
| Field | Why it helps |
|---|---|
| First Name | Common way to find a student. |
| Last Name | Common way to find a student. |
| Primary Email | Usually unique and easy to copy. |
| Primary Phone | Useful when users know the contact number. |
| Passport Number | Useful for visa and document follow up. |
Search Preview
The student fields area includes a search preview section. Use it to review:
- Quick Search Fields.
- Search Priority.
- Number of searchable fields.
- Number of quick search fields.
- Average search weight.
Review the preview after changing search settings so the strongest fields are the ones users actually search by.