Big Biller Help Center

Logging/Scheduling Activities

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Google Calendar (Gcal) Integration

  • 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
  • Click the Integrate with Google button and follow the prompts to establish connection
    • Once you’ve established connection, you’ll see a Big Biller calendar added to your list of Google Calendar
    • All new and existing scheduled Activities will display within that view
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Customized Activity Types

  • Expand the Sidebar in the top right corner of the page and select Settings
  • Click to expand the My Agency section and then select Manage Activity Types
  • Add/Edit/Delete Activity Types as needed and rearrange the list so that the most frequently used Activities are at the top of your list
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Viewing All Scheduled/Open Activities on a Record

  • Navigate to the corresponding Person, Company or Job Order Datasheet
  • Click on the Activities tab at the top
  • All Activities related to this record will be displayed, with the Open Activities on the left and the Completed Activities on the right
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Logging an Activity

  • Navigate to a Datasheet, Pipeline or the Planner within Big Biller
    • From a Datasheet – locate the Completed Activities card and click on the log icon
    • From a Pipeline – locate the Log/Schedule column on the right and click on the log icon
    • From the Planner – click on the log icon in the top right corner of the page
  • The Add Completed Activity window will open where you can select the appropriate Activity Type, enter any corresponding Details and/or link any Related Records
  • Click the Log button when complete
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Scheduling an Activity

  • Navigate to a Datasheet, Pipeline or the Planner within Big Biller
    • From a Datasheet – locate the Open Activities card and click on the Schedule icon
    • From a Pipeline – locate the Log/Scheduled column on the right and click the schedule icon
    • From the Planner – click on the Schedule icon in the top right corner of the page
  • The Add Scheduled Activity window will open where you can select the appropriate Activity Type, enter any corresponding Details or link any Related Records, and schedule it for a specific Date and Time
  • Click the Schedule button when complete
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Mass Logging/Scheduling Activities

  • To log or schedule Activities from a list of multiple records:
    • Navigate to a list such as Search Results, a Hotlist, or a Pipeline
    • Select the checkboxes of the records you wish to relate to the Activity
    • Click to expand the action icon at the top of the list and choose either Log or Schedule Activities and enter all corresponding details
    • Click the corresponding Log or Schedule button when complete
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