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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.

Tagging Records

  • Updated:

This feature is only available to System Administrators

 

Tagging is a keyword or phrase used to group content together. Tagging can be used to make content easier to find. Multiple tags can be added to a single record or a single tag can be added to multiple records (bulk tagging). 

 

Important Note

  • Deleted content is automatically tagged as deleted in the archive. 
  • Hidden content (Facebook page comments and Facebook posts) is automatically tagged as hidden in the archive. 
  • Edited content is automatically tagged as edited in the archive. Previous versions of the record can be viewed. 
  • Tags can be added or deleted, system tags cannot be removed by the user
  • To Edit a tag, you must delete the old one and add a new one. 

 

Article Navigation

 

Tagging a Single Record

  1. Navigate to the Browse Tab
    Navigate browse tab
  2. Select the Account Owner
    Select Account Owner for tag
  3. Select the appropriate Social Media Account 
    Select Social Media Account for tag
  4. Click View on the Record Type of your choice
    Select Record type for tag
  5. Locate and click on the record you'd like to tag
    Select Record for tag
  6. On the following Record Details pop-up, Under Tag, click Add...
    Add... Tags
  7. To select an existing tag use the drop-down menu 
    Select Tag
  8. To create a new tag, Type the tag name in
    type in tag name
  9. Click Add
    Add Tag example
  10. The tag will populate immediately
    example tag view.png

 

Note: All deleted content on Facebook is automatically tagged as deleted in the archive.

 

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Tagging Multiple Records at a Time

  1. Under the Dashboard Tab, Run a Quick Search for the desired records 
    Quick search
  2. On the Search Results page, click on Tag Results in the upper left corner 
    Tag Results option
  3. Choose an existing tag from the drop-down or create a new tag 
    select tag from dropdown
  4. Click Add 
    Click add to search tag results
  5. Thats it! The tag will automatically be applied to all the records produced in the search.
    tags applied popup

 

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