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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Search for Records

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social media archiving quick search bar with a large search but to the right of the search bar.png

Quick Search allows you to search the archive by keyword(s) or keyword phrase. By default, the search will return results in which the text content contains any of the keywords you enter. The search is not case-sensitive. You can also:

  • Use quotes to match an entire phrase. For example, enter "animal shelter" (with quotes) to find only records that contain the entire phrase, in that order.
  • Use asterisks to perform a wildcard search

 

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The advanced search tab allows you to search by date range, content types, scope, or search terms.

social media archiving advanced search with filtering fields at the bottom and a search button to the bottom left of the container.png

 

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Date Range

You can select a predefined date range or specify a custom range from the dropdown. Bookends are included. The Search only content that was posted within this date range checkbox allows you to search only for records that originate during the specified date range. The archive captures edited versions of records, which can sometimes pull in older records not pertinent to your search if they have had their metadata updated during the date range you select.

 

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Content Types

Search Specific Content Types

  1. Click clear link to deselect all content types. The icons will grey out.
  2. Hover over an icon to see the account type. Click an icon to see a dropdown of content types.
  3. Click any content type you would like included in your search. A checkbox appears next to the selected content type.

 

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Excluding Specific Content Types

  1. Click the all link to select all content types. The icons will be fully colorized.
  2. Click an icon to see a dropdown of content types
  3. Click any content type you would like excluded from your search. The checkbox next to the content type will be removed.

 

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Scope

Narrow your search by choosing accounts or Account Owners.

  1. Select Specific accounts
    • All accounts owned by: Choose an Account Owner to search on all accounts under their name in the archive
    • Specific account: Choose the account you would like to search 
  2. Click Add more accounts... to add more accounts to search

 

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Search Terms

  • Text: Search keywords here; multiple keywords can be placed in the same box
  • Tag: Search on system tags or tags that you apply to records
  • From: Search incoming records from a specific user; Type in the username exactly as listed on the network. For Facebook names, we recommend using quotations around the full name to ensure no first or last name only matches appear
  • To: Search outgoing records to a specific user
  • Annotation: Search annotations that you apply to records
  • Match all / match any / add another term
    • Click the add another term link to add a new search term
    • Match all uses the AND operator, meaning records must match every search term line to be included in the search results
    • Match any uses the OR operator, meaning records can match any of the search term lines listed to be included in the search results

 

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Search for Records From a Specific User

  1. Navigate to the Search tab, choose the Advanced Search option
  2. In the Scope section, use the specific accounts radio button, if necessary
    social media archiving advanced search page with the specific accounts radio button highlighted under the scope section.png

  3. Under Search Terms, click the drop-down box labeled Text and select From
    advanced search in the search terms area with from highlighted in the text box drop down.png
  4. Enter the name of the user who sent the messages (do not forget to include quotation marks for an exact match) in the search term box and click Search
    example name george smith in quotation marks highlighted in the search terms section of advanced search and the search button highlighted.png

 

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