| Icon |
Name |
Use |
| add |
Add / Plus |
Add or create data. |
| clear |
Clear / Remove |
Delete data. |
| file_copy |
Copy |
Copy existing data. |
| assignment |
Copy to Clipboard |
Copy information such as unique IDs, booked spaces, released holds, and more. |
| storage |
Display Settings |
Select which information displays. Seen on the calendar. |
| edit |
Edit |
Edit data which has already been created. In a few places, you'll add and edit in the same slider. |
| mail |
Envelope / Send |
Email documents from Elite. |
| filter_list |
Filter |
Filter the information you see by specific parameters. Seen on the calendar, list views, operations view, and more. |
| list_alt |
Mass Edit |
Open various spreadsheet-style mass editors. |
| more_vert |
More Info |
Access a menu with various options based on the location of the menu. |
| arrow_right_alt |
Move |
Move an event to different dates. Located on event details Booking Spaces. |
| picture_as_pdf |
PDF |
Preview a PDF document. |
| settings |
Settings |
Access the settings for data, such as the settings for a private view or Insights Admin, which contains settings for reports and dashboards. |
 |
Pen / Signed |
Denotes that this is a signed proposal, contract, or addendum. |
| sort |
Sort |
Custom order a list of data. |
| view_list |
Task Template |
Apply a task template to an event. |
| upload |
Upload |
Upload attachments to emails. |
|
cloud_upload and cloud_download
|
Upload / Download |
Upload documents or links and download documents and calendars. |
| view_column |
Column Settings |
Show, hide, and rearrange columns in various list views. |
|
unfold_less and unfold_more
|
Expand / Collapse |
Expand and collapse cards containing data. |
|
visibility_off and visibility
|
Show / Hide |
Show or hide inactive data. |
 |
View on Calendar |
A shortcut to view an event on the calendar. |
 |
Task Mass Edit |
Put the task page into mass edit mode. |
 |
Hierarchy |
View the hierarchy for an account or contact. |
| published_with_changes |
Show Changes |
View tracked changes on the Operations Daily View. |
| left_panel_close |
Close Left Panel |
Closes the navigation on the left. |