To view and modify Search Settings, click on Advanced
in the Global Navigation bar.
From this window you can:
Configure the Search Pane to display only the fields you want to search on.
Set relative weights for each field in the search calculation.
Set the match score required to consider a result a match.
Set the match score required to display a result.
Add new field types.
To perform a search, enter your search terms in the Search pane. All the fields in your index will by default be displayed in the search pane. You can configure the Search pane to display only some of the fields, if desired.
To remove a field from the Search Pane, slide the Display toggle switch to the off position. Update to see the results.
When searching for a match, some fields are more important in determining a match than others. For example, the person name is likely more important in determining a match than the location name. Adjust the weight slider for each field based on its relative importance. The weights are the field's relative portion of the final match score. By default, the weights are distributed equally among all fields.
The match score is then calculated by performing a weighted arithmetic mean over the match scores calculated for each field. If a field is missing from a record, that field is ignored and its weight evenly distributed across other fields.
To rename a field or create a new field, select Create/Edit Fields under the Field Configuration.
Once the match score is calculated for all values in the index, those with scores greater than or equal to the match threshold are highlighted in the search results.
Once the match score is calculated for all values in the index, only those with scores greater than or equal to the display threshold are returned in the search results. If you aren't seeing results you expect, try lowering the display threshold value to return more results.
All fields have a type which is one of the predefined set of Field Types. You can add new fields to the set or rename existing fields,
Adding a New Field
Select Create Field.
Enter a name for the field in the left-hand box.
Select a type from the drop-down list on the right-hand box.
Update.
Once you've added a new field, you can use it when creating a Mapping.
Tip
If you want to use custom fields in your mapping, add them before importing your data files.
Renaming a Field
Select the field name from the left side list.
Enter the new name.
Update.