Administrator Guide · A7

Icon Reference: Cross-Platform Comparison

AUTO-GENERATED by tools/gen_icon_reference.py. Do not hand-edit. Standing rule: when an icon changes in shared/theme/emoji_icons.py (FUNCTION_ICONS), it changes on EVERY platform at once: re-run the tool to refresh this chart, and update any manual chapter that names the old icon.

TechieCRM uses native colour emoji per platform so icons feel familiar on each device: Apple Color Emoji on macOS/iPhone/iPad, Segoe UI Emoji (Fluent) on Windows 11, Noto Color Emoji on Android/Linux/ChromeOS. The web portal and this page show whichever style the viewing device uses. The function → emoji mapping is identical everywhere; only the artwork style differs.

Windows images below are Microsoft Fluent (Windows 11); Windows 10 renders the same emoji in the older flat Segoe style. Samsung devices restyle emoji again (Samsung set): same symbol, Samsung artwork.

Universal Actions

Function	Key(s)	Symbol	Windows (Fluent / Segoe)	Google Android · Linux	Notes
Settings	`settings`	⚙️			every settings gear, panel corner + ribbon Setup
Column Setup / Columns	`column_setup`, `columns`	🗂️			column setup (all record lists)
Refresh	`refresh`	↻	↻ (Segoe)	⚠️ missing	Shannon's pick (option 3): clean clockwise arrow, was 🔄; ⚠️ no Noto glyph; Android/Linux may show a text/fallback glyph; Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Delete	`delete`	🗑️
Search	`search`	🔍
Find	`find`	🕵️	🕵️ (Segoe)		Search All Fields (Shannon 2026-08-25: NOT a mag glass; Quick Search owns 🔍); Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Print	`print`	🖨️
Email / Compose Email	`email`, `compose_email`	📧
Mailbox	`mailbox`	📫			live mailbox (IMAP inbox), Email panel
Save / Save As	`save`, `save_as`	💾
Close / Cancel	`close`, `cancel`	❌
Add	`add`	➕
Create	`create`	🆕	🆕 (Segoe)		Create ▸ submenu (distinct from Add ➕, Shannon menu sweep 2026-08-25); Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Copy	`copy`	🖇️			duplicate a record / copy address
Actions	`actions`	⚡	⚡ (Segoe)		the Actions button on record dialogs; Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Org Chart	`org_chart`	🌳			organizational chart
Spell Check	`spell_check`	🔤	🔤 (Segoe)		spell check; Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Support	`support`	🎧			Support interaction type
General	`general`	🔘			General interaction type (the plain dot)
Remove	`remove`	➖
Edit / Editor / Edit Note	`edit`, `editor`, `edit_note`	✏️
Note Add / Add Note / Note	`note_add`, `add_note`, `note`	📝
Add Appointment / Appointment Add / Meeting	`add_appointment`, `appointment_add`, `meeting`	🗓️
Add Task / Task / Checklist	`add_task`, `task`, `checklist`	✅
Add Client / Person Add	`add_client`, `person_add`	🧑
Add Contact / Group Add / Users …	`add_contact`, `group_add`, `users`, `group`, `groups`	👥
Add Case	`add_case`	🛠️
Add Opportunity / Money	`add_opportunity`, `money`	💰
Add Document / Attach File	`add_document`, `attach_file`	📎
Document / Word	`document`, `word`	📄
Letter / Envelope	`letter`, `envelope`	✉️
Fax	`fax`	📠
Phone / Call Made	`phone`, `call_made`	📞
Call Received	`call_received`	📲
Sms / Chat	`sms`, `chat`	💬
Link	`link`	🔗
Campaign	`campaign`	📣
Cut	`cut`	✂️
Paste	`paste`	📋
Undo	`undo`	↩️
Redo	`redo`	↪️
Merge	`merge`	🔀
Open	`open`	📂
Folder / Create New Folder	`folder`, `create_new_folder`	📁
Info	`info`	ℹ️
Help	`help`	❓	❓ (Segoe)		Help / user manual (app menu, Shannon 2026-08-26); Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Map	`map`	🗺️
Web	`web`	🌐
Lock	`lock`	🔒
Unlock	`unlock`	🔓
Star / Star Add / Star Border …	`star`, `star_add`, `star_border`, `star_half`	⭐
Flag	`flag`	🚩
Outlined Flag	`outlined_flag`	🏳️
Alarm	`alarm`	⏰
Timer	`timer`	⏱️
History	`history`	📜
Visibility / Preview	`visibility`, `preview`	👁️
Visibility Off	`visibility_off`	🙈
Check Circle / Check Box	`check_circle`, `check_box`	☑️
Block	`block`	🚫
Pause	`pause`	⏸️
Play / Macro	`play`, `macro`	▶️
Record	`record`	⏺️
Stop	`stop`	⏹️	⏹️ (Segoe)		Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Meeting Notes	`meeting_notes`	🎙️			Meeting Notes (AI note taker): record/review a session
Connect	`connect`	🛟			the Connect module/panel (support = life ring)
Screen Share	`screen_share`	📺
Keyboard	`keyboard`	⌨️			Ctrl-Alt-Del / input tools
Diagnostics	`diagnostics`	🩺			newer Unicode: confirm on Windows 10 / older Android
File Transfer	`file_transfer`	↔️	↔️ (Segoe)		file transfer between the two machines; Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Unattended	`unattended`	🌙			unattended support (machine reachable while away)
Tools	`tools`	🧰
Remote Control	`remote_control`	🖱️	🖱️ (Segoe)		Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Summarize	`summarize`	✨			produce the AI summary of a transcript
Skip Next	`skip_next`	⏭️
Warning	`warning`	⚠️
Priority High	`priority_high`	❗
Free Time	`free_time`	⏳
Wizard	`wizard`	🪄			newer Unicode: confirm on Windows 10 / older Android
Bookmark	`bookmark`	🔖
Image	`image`	📸
Tag / Label / Category	`tag`, `label`, `category`	🏷️
Handshake	`handshake`	🤝
Business	`business`	🏢
Person	`person`	👤
Action Plan / Assignment	`action_plan`, `assignment`	🗒️
Notifications	`notifications`	🔔
Send	`send`	📨
Mail Merge	`mail_merge`	📬
Mailing List	`mailing_list`	📮
Clear All	`clear_all`	🧹
Import	`import`	📥
Export	`export`	📤
Download	`download`	⬇️
Arrow Down	`arrow_down`	↓	↓ (Segoe)	⚠️ missing	text glyph, ↻-style (Shannon 2026-08-25: prev/next record arrows); ⚠️ no Noto glyph; Android/Linux may show a text/fallback glyph; Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Arrow Right	`arrow_right`	➡️
Arrow Left	`arrow_left`	⬅️
Pin	`pin`	📌
Pin Drop	`pin_drop`	📍
Arrow Up	`arrow_up`	↑	↑ (Segoe)	⚠️ missing	text glyph, ↻-style (Shannon 2026-08-25); ⚠️ no Noto glyph; Android/Linux may show a text/fallback glyph; Fluent artwork not published under this name; Windows still renders the emoji via Segoe UI Emoji (verify on a Windows build)
Sync / Cloud / Cloud Sync	`sync`, `cloud`, `cloud_sync`	☁️
Calculator	`calculator`	🧮
World Clock	`world_clock`	🌍
Switch Window / Window	`switch_window`, `window`	🪟			newer Unicode: confirm on Windows 10 / older Android
Key	`key`	🔑			Setup ribbon Licensing, and Tools ribbon Security group Credential Manager (saved logins, chapter 31)
Security	`security`	🔐
Admin	`admin`	🖥️
Database	`database`	🗄️
Backup	`backup`	🗃️
Palette	`palette`	🎨
Customize	`customize`	🎛️
Plugin / Extension	`plugin`, `extension`	🧩
Script / Code	`script`, `code`	💻
Bug Report	`bug_report`	🐞
Policy	`policy`	🛡️
Work	`work`	💼
Build	`build`	🔧
Badge	`badge`	🪪			newer Unicode: confirm on Windows 10 / older Android
Receipt / Expenses	`receipt`, `expenses`	🧾
Event Repeat	`event_repeat`	🔁
Calendar / Event / Date Range	`calendar`, `event`, `date_range`	📅

Reporting / Charts

Function	Key(s)	Symbol	Notes
Dashboard / Chart / Bar Chart …	`dashboard`, `chart`, `bar_chart`, `add_chart`	📊
Entrepreneur Dashboard	`entrepreneur_dashboard`	🚗	car-instrument-cluster dashboard (Agenda toggle + selector)
Analytics / Trending Up	`analytics`, `trending_up`	📈
Report / Assessment	`report`, `assessment`	📑

Modules (Icon Bar + Ribbon Module Keys)

Function	Key(s)	Symbol	Notes
Clients / Address Book / Person Search	`clients`, `address_book`, `person_search`	📇
Contacts	`contacts`	👥
Notes	`notes`	📝
Sales	`sales`	💰
Service	`service`	🛠️
Marketing	`marketing`	📣
Todo	`todo`	📋	Shannon 2026-08-25: task-list clipboard (was ✅; 📋 overlap w/ paste logged in icon_style_revisit)
Agenda	`agenda`	📰
Quota / Request Quote	`quota`, `request_quote`	🎯
Projects	`projects`	🏗️
Financials	`financials`	💳
Work Orders	`work_orders`	🔧
Partners	`partners`	🤝
Agreements	`agreements`	✍️	Shannon 2026-08-25: signing (was 🔁, which stays event_repeat's)
Compliance / Verified	`compliance`, `verified`	🛡️
Hr	`hr`	🪪	newer Unicode: confirm on Windows 10 / older Android
Messages	`messages`	💬
Personal / Journal	`personal`, `journal`	📔
Kb	`kb`	📖
Library	`library`	📚
Inventory	`inventory`	📦
Order Desk	`order_desk`	🛒

Order on the desktop icon bar, and the Icon Bar Icons tiles (25 Oct 2026)

The table above is grouped by function, not in bar order. On the desktop icon bar the modules appear, unless you change it, as: Agenda, Dashboards, Clients, Sales, To-Do List, Calendar, Email, Messages, Library, Quotas, Marketing, Service, Inventory, Projects, Financials, Work Orders, Partners, Agreements, Compliance & SLA, HR & Payroll, Personal, Connect (beta modules hidden until you turn them on, unless you are a beta tester). You choose and reorder them in Setup ▸ Settings ▸ Theme Layout ▸ Icon Bar Icons (Appendix A5), where each module is a tile with the same icon:

Tile look	Meaning
In colour, solid ground	Shown on the bar
Grey icon, dashed outline	Hidden from the bar
Green B, top-right	In beta review
Padlock, top-left	Not in your plan (greyed and locked on the bar when shown)
Clock, top-left	Not available here yet
Outline in your theme's primary colour	The selected tile (Space shows or hides it)

Drop a client here (desktop icon bar, 24 Oct 2026)

Dragging a client from Clients or the Related tab onto an icon-bar button opens that module's new record window for the client (Chapter 2, Drag a client onto the icon bar). Nothing is saved until OK.

Icon-bar button	Drop a client here
Calendar	New meeting with the client and you (a user row: a meeting with that user)
To-Do List	New To-Do
Sales	New sale
Service	New ticket
Projects	New project
Email	New email to the client
Messages	The client's text conversation (a user row: a chat with that user)
Library	New document filed on the client
Clients	Opens the client's record
Agreements	New agreement
Work Orders	New work order
Partners	Makes the client a partner, or opens its partner record
Compliance & SLA	The partner's compliance requirements
Connect	Issues a support key for the client
Related, Notes (Floating layout)	New contact, new note
Agenda, Dashboards, Quotas, Financials, Marketing, Personal, HR & Payroll, Inventory	Refused, with a sentence saying where to drop instead

Entrepreneur Dashboard warning lights (pictograms)

These are painted by TechieCRM itself (shared/widgets/cluster/lamp_icons.py), not emoji, so they look the same on macOS, Windows and Linux. A lit light glows in its colour; a dark light is a faint outline ("checked, and fine"); a light whose data source is not built yet is not drawn at all (Chapter 1, Warning lights). Lit renders below are on the dark face.

Light	Text under it	Colour when lit	On the dashboard	Default row
Overdue receivables	AR	amber	now	Bottom warning lights
Overdue payables	AP	red	now	Bottom warning lights
Cash running low	CASH	red	now	Bottom warning lights
Credit line nearly used up	CREDIT	amber	now	Bottom warning lights
Dashboard not calibrated	CAL	blue	now	Top warning lights (row 1)
Revenue figures partly approximate	DATE	amber	now	Top warning lights (row 1)
A sale was lost	LOST	red	now	Top warning lights (row 2)
Meetings not marked complete	MISSED	amber	now	Top warning lights (row 2)
Pipeline not being refilled	BATTERY	amber	now	Top warning lights (row 2)
Overdue tasks and follow-ups	TASKS	amber	now	Top warning lights (row 2)
Unassigned or overdue service tickets	TICKETS	amber	now	Top warning lights (row 2)
Bills due soon	BILLS	amber	now	Bottom warning lights
Backup overdue	BACKUP	amber	now	Top warning lights (row 1)
Sync stalled	SYNC	amber	now	Top warning lights (row 1)
Licence or beta expiring	LICENCE	amber	now	Top warning lights (row 1)
Items out of stock	STOCK	amber	now	Top warning lights (row 1)
Update available	UPDATE	blue	coming (not drawn yet)	Top warning lights (row 1)
Check engine	ENGINE	amber	coming (not drawn yet)	Top warning lights (row 2)
Seatbelt	SEATBELT	red	coming (not drawn yet)	Bottom warning lights
Capacity	CAPACITY	red	coming (not drawn yet)	Bottom warning lights
Cruise control	CRUISE	green	coming (not drawn yet)	Top warning lights (row 2)

These are drawn by TechieCRM itself (assets/icon_set, read by shared/theme/icon_set.py), not emoji, so they look the same on macOS, Windows and Linux and keep their own colours in every theme. Where an emoji or older icon stood before, it is used only if the drawing is missing.

Entry	Key	Notes
Company	`rec-company`	the Company building
Individual	`rec-individual`	one person (no longer the house)
Contact	`rec-contact`	a teal person with a small company building (2026-10-13; it was the People pair)
Partner	`rec-partner`	a client flagged as a partner (TCRM_Partner)
Household	`rec-household`	coming with the Household category
Prospect (painted over any of the above)	`badge-prospect`	the gold star in the top-right corner when the Client Status is Prospect; contacts follow their company

Item	Key	Icon
Schedule ▸ Meeting	`meeting-add`
Schedule ▸ To-Do	`todo-add`
Add to Favorite List	`list-add`
Remove from Favorite List	`list-remove`

Ribbon buttons

Tab	Button	Key
Home	Client Entry	`clients`
Home	Company	`biz`
Home	Individual	`rec-individual`
Home	Contact	`rec-contact`
Home	Ticket	`service`
Home	Sale	`sales`
Home	Project	`proj`
Home	Agreement	`agree`
Home	Work Order	`wo`
Home	Email	`compose`
Home	Email to Many	`email`
Home	Note	`note`
Home	Letter	`letter`
Home	Fax	`fax`
Home	Document	`doc`
Home	Text (SMS)	`sms`
Home	Make a Call	`call_out`
Home	Receive a Call	`call_in`
Home	Meeting	`schedule-meeting`
Home	Task	`todo`
Home	Phone Call	`call_out`
Home	Project Plan	`project-plan`
Home	Insert a File	`insert-file`
Home	Insert a Hyperlink	`insert-link`
Home	Print an Envelope	`print-envelope`
Home	Print a Label	`print-label`
Home	Time a Task	`time-task`
Home	Assign to Marketing	`assign-marketing`
Home	Quote	`quote`
Home	Invoice	`ar`
Home	Automated Marketing	`mkt`
Home	Traditional Marketing	`mkt`
Home	Knowledge Base Article	`kb`
Home	Standard Article	`kb`
Home	Email Article	`email`
Home	Journal Note	`pers`
Home	Quota	`quota`
Home	Text a Client	`sms`
Home	Item	`inventory`
Home	Bill	`ap`
Home	Partner	`part`
Home	Employee	`hr`
Edit	Duplicate	`duplicate`
Edit	Make List Current	`list-make-current`
Edit	Invert Selection	`select-invert`
Edit	Select All	`select-all`
Edit	De-select All	`select-none`
Edit	Select Entry	`select-entry`
Edit	Convert Contacts to Individuals	`rec-individual`
Edit	Convert Individuals to Companies	`rec-company`
Edit	Email	`email`
Edit	Compose Email	`compose`
Edit	Reply	`reply`
Edit	Reply to All	`reply_all`
Edit	Forward	`forward`
Edit	Refresh	`refresh`
View	Entry Templates	`entry-templates`
View	My Prospects	`prospects-my`
View	All Prospects	`prospects-all`
View	Company Prospects	`rec-company`
View	Contact Prospects	`rec-contact`
View	Companies	`rec-company`
View	Contacts	`rec-contact`
View	All Lists	`list-all`
View	Recent Lists	`list-recent`
View	Add to List	`list-add`
View	Remove From List	`list-remove`
View	Email a List	`email`
View	Phone Log	`phone-log`
View	Website	`web`
View	Peg Board	`peg-board`
View	Refresh	`refresh`
View	Sort By	`sort-by`
View	All Tickets	`service`
View	All Sales	`sales`
View	Refresh Data	`refresh`
View	All Emails	`email`
View	All Marketing	`mkt`
View	All Articles	`kb`
View	All	`msg`
View	Clients (texts)	`sms`
View	All Items	`inventory`
View	All Projects	`proj`
Search	Repeat All Fields	`search-repeat`
Search	Show All	`show-all`
Search	All Phone Numbers	`phone`
Search	All Email Addresses	`email`
Search	Sales	`sales`
Search	Tickets	`service`
Search	Partners	`rec-partner`
Search	Companies	`retrieve-companies`
Search	Individuals	`retrieve-individuals`
Search	Contacts	`retrieve-contacts`
Search	Check Duplicate	`check-duplicate`
Search	Web	`web`
Tools	Web Form	`web-form`
Tools	Export to Sheet	`export-sheet`
Tools	Sync with Mail	`sync-mail`
Tools	Open Document	`open-document`
Tools	Phone	`phone`
Tools	Timer	`time-task`
Tools	Web Portal	`web-portal`
Tools	Connect	`conn`
Tools	Check Database	`database-check`
Reports	Journal	`pers`
Reports	Phone	`phone`
Reports	Phone Log	`phone-log`
Reports	Phone Calls	`phone`
Reports	Quota	`quota`
Reports	Clients	`clients`
Reports	Name/Address Report	`clients`
Reports	Labels	`print-label`
Reports	Envelopes	`print-envelope`
Reports	Contacts	`rec-contact`
Reports	Sales	`sales`
Reports	Marketing	`mkt`
Reports	Service	`service`
Reports	Library	`kb`
Reports	Knowledge Base	`kb`
Reports	User-Defined Fields	`udf`
Reports	Calendar	`cal`
Reports	Daily	`cal`
Reports	Weekly	`cal`
Reports	Monthly	`cal`
Reports	To-Do List	`todo`
Reports	Dashboards	`dash`
Reports	Financials	`fin`
Reports	HR & Payroll	`hr`
Setup	Document Admin	`document-admin`
Setup	Template Library	`template-library`
Setup	Entry Template	`entry-templates`
Setup	Project Plan Library	`project-plan`
Setup	Quota Templates	`quota`
Setup	Letter Templates	`letter`
Setup	Email Templates	`email`
Setup	Territory Management	`territory`
Setup	User-Defined Fields	`udf`
Setup	Icon Bar	`icon-bar`
Setup	Database	`database`
Custom Actions	Web Portal	`web-portal`
Custom Actions	Messages	`msg`

Email window, the header's icon buttons

Icon-only buttons: the name shows when you point at one (Chapter 12). Save to ... is the module's icon bar picture with a floppy disk top-right; New ... has the green plus.

Button	Key	Icon
Save to Client…	`save-to-client`
Save to Sale…	`save-to-sale`
Save to Ticket…	`save-to-ticket`
New Sale…	`new-sale`
New Ticket…	`new-ticket`
Conversations	`conversations`

Dashboard indicator styles

The picture tiles in Indicator Properties ▸ Indicator Type ▸ Style and on the Dashboard Wizard's Control Selection page (Chapter 21).

Style	Key	Icon
Bar Chart	`ind-bar`
Pie Chart	`ind-pie`
Table/Grid	`ind-grid`
Numeric Gauge	`ind-numeric`
Odometer	`ind-odometer`
Horizontal Gauge	`ind-hgauge`
Speedometer	`ind-speedo`
Thermometer	`ind-thermo`
Bar Thermometer	`ind-colorbar`