Big Biller Help Center

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Notifications within Big Biller are a way of letting you know when certain actions are completed within the software (i.e. Contact Imports, Exports, Reports, Merges, records added to one of your Pipelines)
To review notifications
- Locate and click on the bell icon in the top right corner of the software
  - A number in a red box should appear in the top right corner to alert you of any new notifications
- Clicking on the notifications bell will clear the red number and display your 10 most recent notifications and links to review the completed actions

The Sidebar allows for quick access to various Big Biller functions and lists
To expand the Sidebar, click the three-dot arrow icon in the top right corner of the software
- The Sidebar will remain in this expanded view until you choose to minimize it
To minimize the Sidebar, click the X to the left of the Sidebar icons
The Sidebar is made up of six different icons: Daily Agenda, Pinned, Hotlists, Recent, Help, and Settings

Main Navigation Bar (top left corner of Big Biller)
- TE Logo will return you to the main dashboard
- People, Companies and Jobs will direct you to the corresponding dashboard
- Planner will display all Activities for a selected time frame
- Email will display recently sent emails along with other email related options
- Reports will allow you to run a new or saved report
Notification bell – will let you know when certain actions are completed within the software (ex – exports, reports, merges)
Plus sign icon – click to add a new Person, Company or Job Order record
Quick Find – quickly look up a specific record when needed
Sidebar – access your Daily Agenda, Pinned Records, Hotlists, Recent Records, Help Center and Settings

Click and begin typing in the Find box in the top right corner of the software
- You can search for any record type (People, Companies, Jobs) based on Name, ID, Title, Phone Number, or Email Address
As you start typing, matching results will populate underneath
Click on the appropriate record to view the corresponding Datasheet