Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

View and Navigate Search Results

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Search Results are displayed in an interface that allows you to browse, filter, and export records:

A search page with links on the left navigation bar for edit search, save search, and tag results.

  • Edit Search: Takes you back to the previous Search screen

  • Save Search: Saves the search parameters you entered to re-run as a clickable link on the Quick Search tab

  • Tag Results: Tags all records currently showing in your Search Results

  • Filter Links: Appear bolded on the left navigation bar (for example, in the photo: Account Owners, Accounts, Tags, Facebook Page). These links allow you to further specify your search. Selected filter links will show in a red You refined by box on the left side of the page. Click the red X to remove the filter:You refined by: box on the left navigation bar showing Facebook Page Timeline posts in a red dotted line box with a small red x in the bottom right corner of the dotted line box.

  • Sort by: Dictates the order of the Search Results. The most relevant records appear at the top by default. You can also sort records by Time. Changing the second drop-down from descending to ascending flips the sort order:Sort by in search results with the two dropdown menus to refine search results.

  • Record Details: Click on a record to pull up more information shown in a Record Details box:Selecting a single search results will open a record details box. The image displays a red box around the first record to signify selecting that record.