Training Tuesday – Tracking your Day to Day with Activities
- In this Training Tuesday video, we cover:
- Set up a paper trail of your typical daily actions with the Activities system
Big Biller Help Center
Big Biller Help Center
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Training Tuesday – Talkin’ Tags
- In this Training Tuesday video, we cover:
- An in depth look at the Tags system and how it can speed up your searches
Training Tuesday – Searching and Finding Hidden Candidates
- In this Training Tuesday video, we cover:
- Using Keyword Searching and Find a Record to identify Candidates hiding in your database.
Training Tuesday – Customizing Big Biller to Better Fit Your Needs
- In this Training Tuesday video, we cover:
- Various customization options for Big Biller, such as Custom Fields, Activities, Pipelines, and Tags
Profile Image Settings
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Agency section and then select Record Profile Images
- From the Record Profile Images page, use the toggle to Enable or Disable the collection and display of profile images for each record type
Recurring Activities
- Schedule an Activity from a Datasheet, Planner, or Pipeline
- In the Add Scheduled Activity Window, enter the corresponding details of the task
- Click to expand the Repeat drop-down to apply recurrence
- Click Save when complete
