For Admins and Supervisors.
Overview
The Archive search panel is organized into five filter groups: Basic information, Advanced Options, Participants, Supervision, and Source. No results display until you run a search. See Search and filter messages in the Archive for the step-by-step procedure.
Filters
Filter | Group | Values | Behavior |
Keyword or Message ID | Basic information | Free text | Matches an exact phrase and ignores surrounding symbols (for example, |
Date Range | Basic information | Two dates, plus a preset dropdown (for example, Today) | Limits results to messages within the selected date range. |
Alerts on Messages | Advanced Options | With Alerts / Without Alerts | Multi-select. Leaving both unselected returns the same results as selecting both. |
Attachments on Messages | Advanced Options | Attachment / No Attachment | Multi-select. Leaving both unselected returns the same results as selecting both. |
Noise on Messages | Advanced Options | Noise / Not Noise | Multi-select. Leaving both unselected returns the same results as selecting both. Noise is a label an AI classifier applies to messages it identifies as low compliance value, such as marketing newsletters or automated notifications. |
Unmapped Messages | Advanced Options | Mapped / Unmapped | Multi-select. Leaving both unselected returns the same results as selecting both. Unmapped refers to messages involving an Unmapped Participant. See What is communications mapping? |
Participant Search | Participants | Type-ahead search, zero or more entries | Search for and add participants to filter by. Each match can be a specific identity (for example, one email address or Bloomberg chat ID) or a person's (All) entry, which matches every identity that person uses across all their communication channels. Each added participant gets its own direction control — limit that participant to messages they sent, messages they received, or both — and a delete icon to remove them from the list. |
Matching condition | Participants | Match Any / Match All / Match Only | Controls how multiple selected participants combine. Match Any — the message involves at least one listed participant. Match All — the message involves every listed participant, and may also involve others not listed. Match Only — the message involves exclusively the listed participants, with no other people included. Only relevant when two or more participants are selected. |
Supervision Group | Supervision | A single User Group, or No Specific Group | You can select one User Group at a time. A message can carry zero to many User Group tags, based on the group membership of the senders and recipients on the message. Selecting a group matches any message tagged with that group, regardless of what other groups it may also be tagged with. Messages with no group tag are visible only to Account-level Supervisors or Admins. See How message visibility works in the Archive. |
Source | Source | Checkbox list of configured communication sources | Limits results to messages from the selected source(s). Leave all unchecked to search across every source configured for your account. |