Icon Glossary

Add Alumnus Record button: This button will take you to the Add Alumnus page where you can add an Alumnus Record to this Person’s Record.

Add Employee Record button: This button will take you to the Add Employee to Person page where you can add aa Employee Record to this Person’s Record.

Add Student Record button: This button will take you to the Add Student Record to a Person page where you can add a Student Record to this Person’s Record.

Add Teacher Record button: This button will take you to the Add Teacher page where you can add a Teacher Record to this Person’s Record.

Client Settings shortcut: This button will help you skip a few clicks with a quick shortcut to your Client Settings. PRO TIP! Remember that Client Settings can be a whole host of settings. Including Leads (Inquiries, Applications & Contracts), Donations, Health Record Options, and much, much more.

Combo Box: Add New button: Combo Boxes are attached to some of the drop-down lists throughout BigSIS. This blue + symbol lets you add a new item to whatever drop-down list it is attached to. For example, if the drop-down list is “People” and you select this button it will take you to the New Person page to add a new Person Record without having to do it from the People Table.

Combo Box: Edit button: Combo Boxes are attached to some of the drop-down lists throughout BigSIS. This green symbol lets you edit items that are already part of the drop-down list it is attached to without going to that particular table. For example, if the drop-down list is “People” and you have a Person selected and click this button it will take you to their Person Record to make edits without having to do it from the People Table.

Communicate button: This button is on several record tables such as the People table, Enrollment table, Donor Profiles table, etc. Once at least one Record is selected this button will open a drop down menu with all the communication actions that can be taken, all of which will change depending on which table you are using it from (Mailing Labels, Email, Send Signup Link, etc.).

Copy button: This button is on several tables such as Events, Course Templates, Custom Forms, etc. Once one item is selected you can click this button, and it will create an identical copy of the item with “(Copy)” at the end of the title. This can be helpful for making Course Templates that have all the same content but are for different programs, for example.

Custom Filter button: Once there are Custom Filters built on your site, and they are designated to a table, this button will be on the corresponding tables next to the Filters button. It will drop down when clicked showing your Custom Filters available on that table.

  Drop-Down button: When there is a drop-down menu field on a form this button will open the drop-down menu showing all of your selection options.

Edit Bridge button: This button takes you to the Edit Relationship with Address page. This is where you edit the communication preferences for an address (not edit the actual address) such as setting it as your default address, what type of address it is, whether or not they want to receive mail there, and more.

Enrollment Query button: This is a shortcut to the Enrollment Query Filter on the People Table. Clicking this opens a runtime window where you set parameters to filter by.

Filters button: This button is on every table where filters can be used.  When clicked it will drop down showing all the built-in filters available on that table.

Help button: This button will take you to any available help guides/videos available on the topic based off of where you find this button. For example, from the People Table this will take you to General Help for People.  From the Leads Table, this will show you Help & Tutorials for Leads Module.

Help Bubble: This icon is next to some items throughout BigSIS that may be confusing.  

Merge button: This button will merge two records into one. This can be helpful if you accidentally have duplicate Person Records for someone and want to make sure you don’t accidentally delete any information by simply deleting one of the records.

New button: This button will add a new item to whichever table you use it from. For example, if you click on it from the People Table it will bring you to the Add Lead page. If you click on it from the Calendars Table it will bring you to the Add Calendar page.

Other Actions button: This button is on several tables such as the People table, Events table, Leads Profiles table, etc. Once at least one Record is selected this button will open a drop down menu with all of the other actions that can be taken, all of which will change depending on which table you are using it from (Attach Custom Form, Export People, Export Events, etc.).

Quick View button: When a Student or Person Record is selected you can choose Quick View to see the most essential information about that person, and their related people in BigSIS, in a quick printable view.

 Search Bar: This on every table in BigSIS and will search in that particular table only.