Big Biller Help Center

Logging/Scheduling Activities

Showing results for ""

Expand the Sidebar and click on the Settings icon
Click to expand the My Agency section and select Manage Users
Click the edit icon to the right of the person you wish to set completed date editing permissions for
Under the user’s Permissions, click to expand the Planner section
To the right of Set/Edit Completed Date of Activities, set the appropriate permissions then click Save

Start by scheduling an Activity
Enter the appropriate details and then click the Add Notification link
Select the minutes, hours, or days in advance that you wish to be notified
Click the Schedule button when complete
When your selected Notification date and time arrives, you’ll see a new Notification in the top right corner of Big iller
- Worried about missing that notification in the software? You can also take advantage of browser notifications so you’ll be reminded even if you happen to be logged into Big Biller, but looking at another web page

Expand the Sidebar and click on the Settings icon
Click to expand the My Agency section and select Manage Users
Click the edit icon to the right of the person you wish to set activity scheduling/editing permissions for
Under the user’s Permissions, click to expand the Planner section
To the right of Schedule And Edit Activities For Other Users, set the appropriate permissions then click Save

Expand the Sidebar and click on Settings
Click to Expand the My Agency section and select Manage Users
Click the edit icon to the right of the person you wish to set Activity Type management permissions for
Under the user’s Permissions, click to expand the Planner section
To the right of Manage Activity Types, set the appropriate permission and click the Save button when complete

Expand the Sidebar in the top right corner of the page and click on Settings
Click to expand the My Account section and select Manage Integrations
Check the box to the right of iCal integration and copy the URL that populates below
Add this URL to your iCal compliant external calendar of choice

Expand the Sidebar in the top right corner of the page and click on Settings
Click to expand the My Account section and select Manage Integrations
From the Integrations page, click the link that says “You are currently integrated with Google. Click to remove access.” on the left side of the page
- Note: removing access will stop scheduled activities from being pushed to your Google Calendar AND stops transnational mail from going out of your Gmail account