Training Video -Icons & Submenus

Training Video -Icons & Submenus

Icons:
Symbols for each category and custom button.  We have over 3000 icons that can be searched for or scroll through to search. 

Alert
Note: If you have a special logo that you would like to be an icon, you can upload that image as the icon - Must be in an SVG format


Notes
Use Cases:
Icons represent individual categories. or individual buttons on the custom button features. 
Icons can be used on the homescreen menu and on each submenu for categories.
Icons can also be used to customize buttons on detail pages or activity listings.
Learn how to manipulate icon shapes, overall colors and individual colors.  




L
    • Related Articles

    • Move / Copy Icons

      Moving or Copying Icons in Admin Console Objective This SOP outlines the steps to move or copy icons within the admin console for better organization and accessibility. Training Video: https://loom.com/share/4802e33e99394826932586887508e22a Key Steps ...
    • How To Schedule Icon Visibility

      Setting Up Timeboxing Icons Objective This SOP outlines the steps to set up timeboxing icons for promotions in the admin console, ensuring they appear and disappear at specified times. VIDEO LINK: ...
    • How to Add A New Category / Icon

      How to "Add Item" - How to Add a New Icon in the Admin Console: From the Homescreen or from a Submenu View: 1) Click Add Item 2) Choose the TYPE Type: How the information is displayed when a button or icon is clicked on. Add Item See the ...
    • How to Add A Custom Form to the Homescreen or as a Submenu Category

      How to add a Custom Form to your Mobile App: 1) Create a custom form by clicking the "Manage Forms" button (located under "Quick Access on the left). Click HERE for the steps to create Custom Forms. There is an order of operations that is easiest for ...
    • How to Sort Icons and Detail Pages

      ENABLE SORTING: Icon and / or Content Sorting: Click "Enable Sorting" button Drag and drop items to desired location. Click "Cancel Sort" to undo previous actions Click "Save Order" to save updated sorting order of icons. *Note: You must click "Save ...