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Search settings control how the global search function works across campaigns, including which fields are searched, default keyword matching methods, priority campaigns, and which columns appear in search results. Proper configuration improves search performance and user experience.

Accessing search settings

Go to Account → Search settings. This page displays optimization tips and a table of campaign-specific search configurations.

Tips for optimizing search performance

The page provides important performance optimization tips:

General search optimization:

• Search in as few fields as possible
• Search by matching keyword using "Starts with..." is greatly faster than "Contains..."

Searching from top header search input:

• Search in as few campaigns as possible
• Use priority campaigns to quickly return results from campaigns you typically are looking in

These tips help you configure search settings that balance thoroughness with speed.

Campaign search settings table

The Campaign search settings table shows configuration for each campaign with the following columns:

• Group: Campaign group
• Campaign: Campaign name
• Fields searched: Which fields are included in search
• Default keyword match: How keywords are matched (does not apply to header search)
• Default searchable campaign: Whether this campaign is searched by default
• Priority campaign: Whether this is a priority campaign for header search
• Hidden columns included in table search: Whether hidden columns are searchable
• Results summary card: Configuration icon

Configuring fields searched

Click the dropdown in the Fields searched column to select which fields should be included when searching this campaign. Common options include:

• Kontaktperson (Contact person)
• Telefon nr. (Phone number)
• E-mail
• Navn (Name)
• Custom fields specific to the campaign

Performance considerations:

• Fewer fields = faster search
• Only include fields users actually search by
• Remove fields that rarely contain useful search terms

Default keyword match types

The Default keyword match column controls how search terms are matched within campaign searches (not header search). Three options are available:

Starts with:

• Matches records where the field starts with the search term
• Fastest search method
• Example: Searching "john" finds "John Smith" but not "Smith John"

Equals:

• Matches records where the field exactly equals the search term
• Very fast, but requires exact match
• Example: Searching "john" only finds "john", not "John Smith"

Contains (slower):

• Matches records where the field contains the search term anywhere
• Slowest search method, but most flexible
• Example: Searching "john" finds "John Smith", "Smith John", and "johnson"

Choose based on your search needs versus performance requirements.

Default searchable campaign

The Default searchable campaign checkbox controls whether this campaign is included in searches by default. When checked:

• The campaign is searched when users perform header searches
• Results from this campaign appear in global search results
• Users don't need to manually select the campaign

When unchecked:

• The campaign is excluded from default searches
• Users must explicitly select the campaign to search it
• Useful for archived or rarely-accessed campaigns

Priority campaign

The Priority campaign checkbox designates campaigns that should be searched first or given preference in header search results. Priority campaigns:

• Return results faster in header search
• Help users find leads in their most-used campaigns quickly
• Reduce search time by focusing on relevant campaigns first

Set priority for campaigns that users search most frequently.

Hidden columns in table search

The Hidden columns included in table search checkbox determines whether hidden columns (fields not displayed in the campaign table view) are included in search indexing.

When checked:

• Search includes data from all fields, even if hidden in the table
• More comprehensive search results
• Slightly slower performance

When unchecked:

• Search only includes visible columns
• Faster search performance
• May miss results in hidden fields

Results summary card

Click the icon in the Results summary card column to configure how search results from this campaign appear in summary cards. This controls:

• Which fields are displayed in the result preview
• How results are formatted
• What information is most prominent

Header search vs campaign search

Understanding the difference between search contexts:

Header search (global search):

• Performed from the top header search input
• Searches across multiple campaigns
• Uses priority campaign settings
• Default searchable campaign setting applies
• Does not use default keyword match setting

Campaign-specific search:

• Performed within a specific campaign view
• Only searches that campaign
• Uses the configured fields searched
• Uses the default keyword match setting
• Always searches all configured fields regardless of default searchable setting

Search performance best practices

To optimize search performance:

Minimize searched fields:

• Only include fields users actually search
• Remove redundant or rarely-used fields
• Consider which fields contain the most useful search data

Use "Starts with" matching:

• Default to "Starts with" for better performance
• Only use "Contains" when necessary
• Educate users on how to format search terms

Configure priority campaigns:

• Mark frequently-searched campaigns as priority
• Limit the number of priority campaigns (3-5 is typical)
• Review and update priority settings quarterly

Manage default searchable campaigns:

• Uncheck default searchable for archived campaigns
• Exclude test or internal campaigns from global search
• Keep active customer-facing campaigns searchable

Hidden column search:

• Only include hidden columns if they contain searchable data
• Uncheck for campaigns with many hidden administrative fields
• Balance comprehensiveness with performance

Configuring search for different use cases

High-volume campaign:

• Minimize fields searched
• Use "Starts with" matching
• Make it a priority campaign if frequently accessed
• Exclude hidden columns from search

Low-volume archive campaign:

• Can include more fields since volume is low
• Use "Contains" for flexibility
• Uncheck default searchable
• Not a priority campaign

Customer support campaign:

• Include contact person, email, phone
• Use "Starts with" for performance
• Make it a priority campaign
• Include in default searchable

Summary

Search settings provide granular control over how search works across campaigns in Hubhus. Configure which fields are searched per campaign, set default keyword matching methods (Starts with for speed, Contains for flexibility), designate priority campaigns for faster header search, control which campaigns are searchable by default, and determine whether hidden columns are included in search indexing. Follow performance optimization tips by minimizing searched fields, using "Starts with" matching, and strategically configuring priority campaigns. This balances search thoroughness with system performance, ensuring users can find leads quickly while maintaining responsive search functionality.

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