When working in Virtuous, you'll come across several icons that are used throughout the system. We've put together this handy-dandy reference guide to help you become an expert in no time.
Add Button: The blue plus circle (or is it blue circle with a plus? We're still not sure) appears on several screens, and is used to add new data. You will see this icon in several places on a Contact record, for example, to add Tags, Relationships, or add Individuals to a Household or Organization.
Delete: Want to get rid of something? Toss it in the trash can! Admin users may restrict other users' ability to delete certain items, so if you don't see this icon, you may need to ask your admin for help.
Edit: The old pencil-and-paper edit icon appears anywhere you can edit an object or field. It's a popular icon; there are two on every Contact record, and a whopping four on Projects. Like deleting, Admins may restrict other users' permissions to edit, so if you don't see the icon, you may need to ask for help.
Copy: Sometimes, you just need to get your own query, or campaign, instead of messing about with someone else's. Thanks to this innocent-looking stack of paper icon , you can! Use it to make copies of certain objects in Virtuous, like Queries, Campaigns, Workflows, or Emails, and save valuable time. And here's a valuable Virtuous etiquette tip: always make your own copy when using -- and especially when modifying -- another user's query. No one likes it when someone messes with their stuff.
Print: Use the print icon to generate a hard copy of any Contact record. Yup, that one's pretty obvious.
Preview: The all-seeing eye will let you see complete information on Gift records, see examples of receipt templates, and more. If you want to eyeball something...you know, never mind, that's a little on the nose.
More Options: Yes, it's a simple icon. Just three little dots. But you want to make sure to look out for this, typically located in the upper-right of screens like the Campaign Communication screen or Contact Gifts, or else your coworkers might say things like, "He doesn't know how to use the three dots!" Clicking this icon will give you access to a world of options for adding, editing, or exporting data, depending on the screen.
Download: Variety is the spice of life. Want to view your data in another format, like a spreadsheet? Then this is the icon for you. On the Gift and Contact Import screen, this icon will take you a "batch recap screen, where you can download a csv file of the imported gifts.
Grab: Think of these three simple lines as handles; they allow you to "grab" an item with your cursor and re-position it onscreen. This particularly handy when re-ordering Segments or setting up Automation Workflows.
Calendar: OK, sure, this one is technically not an icon, since you won't really click on it with your cursor like you might the Edit icon. But throughout Virtuous, you'll see fields with this symbol at the end, which is an indicator that you are dealing with a date field. Click to bring up a calendar and select a date, or just type in any date you like.
Unlink: Sometimes, you just need to go back to the beginning. If you've ever been working on a Gift import and come across a transaction matched to the wrong Contact, you may have just wanted to go back to the Needs a Match step. Well, just look for the Unlink icon on the right side of the screen, and you can disconnect your Gift from the matched Contact and then enter in a different Contact ID, or create a new Contact.
Favorite: Aww, a heart, how sweet. This one is just for queries, but you don't want to go giving your heart to just any query. Click it to select a saved query as one of your favorites, and you'll be able to launch it right from your dashboard. We promise, no one will tell the other queries that you are playing favorites.
Notes: This icon shows up in a few places, and it always refers to Contact Notes. Sometimes, you can click on it to log a Note, like on the Best Calls list. Other times, like in your Dashboard's Activity feed or the Communication History on a Contact record, it is used to identify a particular action as a Note, and you can't click on it. We like to keep you guessing sometimes.
Actions: What, you expected this to be called something else? It literally says "Actions" right there on the button. Look for this, usually in the upper-right corner of the screen, to do things like create new Campaigns, sync an Event to your Eventbrite account, or do bulk tagging or editing from the results of a query.