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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.

Use the Search Function

  • Updated:

This article will show you how to use the Search function.

 

Instructions

 

  1. Sign in to your solution if you have not already
  2. Ensure that you are viewing your Dashboard homepage
    The Dashboard homepage option in the left-hand navigation menu.
    Note: You can perform a search from the Meetings and Events modules as well.
  3. Click the Search bar
    A white, oval Search bar at the top of the MyClerk page.
  4. Enter keywords into the Search bar to perform a simple search
    An example keyword in the Search bar with a list of search results below.
  5. Or click the Advanced Search option to run a more complex search
    A white, rectangular Advanced Search button at the bottom of the Search bar results list.
  6. Select and apply the desired Advanced Search filters
    A row of Advanced Search filters.
    • Search: Like a simple Google search, input keywords to find items
    • Tags: Enter or select a tag to only find items with that tag
    • Module: Select to only find items from a specific module
    • User/Originator: Select to only view items created by a specific user
    • Start Date: Select a Start Date to only view items occurring after a specific date
    • End Date: Select an End Date to only view items occurring before a specific date
      Note: You can also select predetermined Date Ranges, including Today, Yesterday, Last Seven Days, Last Thirty Days, This Month, and Last Month.
  7. Click the green, rectangular Search button to run the search, or click the blue, rectangular Clear Filters button to reset the search filters
    The Clear Filters and Search buttons to the right of the row of Advanced Search filters.
  8. All Results found will appear below the Search bar row of Advanced Search filters
    The Results found list.
    Note: If you have applied Advanced Search filters, you may see additional options to further narrow down the Results found by type.
    A row of additional filter options below the Start Date and End Date fields and the Clear Filters and Search buttons.
    • Show All: Show all result types
    • Agendas: Show only agendas
    • Items: Show only items
    • Agenda Files: Show only agenda files
    • Attachments: Show only attachments

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