For a more technical explanation on the matter : https://www.elastic.co/guide/en/elasticsearch/reference/1.7/query-dsl-query-string-query.html
For example, if you want to search for David, the system will by default search all data in the record for John, including headlines, profile, resumes, notes, email addresses, ... But you only want to search for John as a first name. You can by adding givenName: in front of the search term John, givenName:John.
This will tell the system you only want to search for John in the givenName field.
When searching for multiple words, be sure to add double quotes around the search term : name:"alliance Insurance".
Available fields for Contextual Search :
- about : Contact's about field
- address.country : Use the 2 letter country code (Japan = JP, ...)
- benefits : Company and Job benefits
- certification : Contact and Job certification
- conditions : Job conditions
- description : Job and Company description, Contact profile
- department : Current employment's department
- desiredTitle : Contact desired employment title
- email : Company email
- employment.companyName : Company name in the current employment for company without a record
- employment.company.name : Company name in the current employment for company with a actual record
- employment.department : Department in the current employment
- employment.description: Description in the current employment
- employment.location : Location in the current employment
- employment.position : Position in the current employment
- employment.whyLeft : Why left field content in the current employment
- employments.companyName : Company name in the entire employment history for company without a record
- employments.company.name : Company name in the entire employment history for company with a actual record
- employments.department : Department from the entire employment history
- employments.description: Description from the entire employment history
- employments.location : Location from the entire employment history
- employments.position : Position from the entire employment history
- employments.whyLeft : Why left field content from the entire employment history
- experience : Job experience
- familyName : Contact family name (Kanji in Japanese)
- familyNameRoman : Contact family name in romaji
- familyNameRuby : Contact family name in katakana
- gender : Contact gender ("m" or "f")
- givenName : Contact given name (Kanji in Japanese)
- givenNameRoman : Contact given name in romaji
- givenNameRuby : Contact given name in katakana
- headline : Job, Contact and Company headline
- job.company.name : Name of the company of the job
- middleName : Contact middle name (Kanji in Japanese)
- middleNameRoman : Contact middle name in romaji
- middleNameRuby : Contact middle name in katakana
- name : Company name (Kanji in Japanese)
- nameRoman : Company name in romaji
- nameRuby : Company name in katakana
- nearestStation : Job nearest station
- nickname : Contact nickname
- phone : Company phone
- position : Current employment's job position
- privateDescription : Job private description
- publiclyHeldDetails : Company publicly held details
- referrer : Contact referrer
- requirements : Job requirements
- sellingPoints : Company selling points
- source : Contact source
- title : Job title
- typeDetail: Job type detail
- wageDetails : Job wage details
Special contextual search
note : will search all notes related to the Company, Contact and job
- Company : company notes, current employee notes
- Contact : contact notes, shortlist notes, meeting notes, pipeline notes (including progress notes), interview notes
- Job : job notes
When using tags in the contextual search, you need to use the tag group's key. To search specifically for an industry tag in the "Industry Tag" group with key "industry" (admin can check these in the Tag Manager in Administration), you need to use the following syntax :
It's important here to use the double quotes as the searched tag consists out of 2 terms.
You can combine tags using Boolean search (by default the AND will be used between terms):
industryTags:"Auto Manufacture" OR generalTags:Manager
The tags will be searched case insensitive, meaning industryTags:"Auto Manufacture" and industryTags:"auto manufacture" will bring up the same search results.
Searching by ID
Adding a # in front of a number will search for records with that ID.
Searching by email address
Searching for an email address, will limit the search for only email addresses. It will not try to find records based on the name or domain/company name of the email address.
When using Boolean Search the employments have a special behavior. When search for position:head AND department:marketing it will search within the same employment. Both the position and the department will need to match within one and the same employment. If the candidate has 'head' in the position field, has 'engineering' in the department of the same employment, but has the department 'marketing' at another employment, it won't match.
For example, candidate John Smith is currently head of marketing at ABC Company. His former employment was developer in the engineering department at XYZ Company.
The record will be found using position:head AND department:marketing or position:developer AND department:engineering
It will not show up when searching for position:head AND department:engineering or position:developer AND department:marketing
Read more about Boolean Search
Using contextual search will search for the exact word you specify. If you entered a partial word, it won't find the complete word unless you tell the system you entered a partial word. This can be done by adding an asterisk (*) to the start and/or the end of the search term. If you want to find records with the Certification field containing USCPA and other 'CPA', you can search like this : certification:*CPA.
Read more about Wildcard Search