Big Biller Help Center

Managing People Records

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Profile Images on People and Company Records

  • Navigate to the appropriate Person or Company Datasheet and click on the Attachments tab at the top of the record
  • Drag and drop or use the Browse button to upload the corresponding document
    • Please note that only appropriate image file types can be used, such as .jpg, .png, and .gif
  • Once the image is uploaded, click the Set as Profile Image link to the right
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Mass Deleting Records From a List

  • Navigate to any Search Results list, Hotlist, or Pipeline
  • Select the checkboxes of the records you wish to delete
  • Select Delete from Database in the Action menu
  • Click Delete when prompted if you are sure you want to delete these records
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Hiding or Displaying Cards on a Datasheet

  • Navigate to a Person, Company, or Job Datasheet
  • Click on the grid icon in the top left corner of the page
  • Check any card name that you wish to view and uncheck any card that you wish to hide
  • After making your selections, click the X in the upper right corner to close the View Preferences
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Turning On/Off Automatic Tag Parsing

  • Expand the Sidebar and click on the Settings icon
  • Expand the My Agency section and select Manage Parsing
  • Use the toggle to the right of the Tags Parsing section to designate whether or not you’d like Big Biller to automatically parse your Tags
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Industries and Occupation Codes

  • Industries and Occupation Codes function as an additional coding system for your People, Company, and Job Order records.
    • Industries are a reflection of the North American Industry Classification System (NAICS) which is used by federal statistical agencies to classify businesses.
    • Occupation Codes are a reflection of the Standard Occupational Classification (SOC) system which is used by federal agencies to classify workers into occupational categories.
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Managing People, Company, and Job Order Records

  • To reorder cards on a Datasheet, hover your cursor over the top left corner of a card you wish to move
    • Click, hold, and drag the card to a new location
  • With the proper permissions, you can also create new custom cards/fields for your records
    • To do so, navigate to Settings within the Side bar, click to expand the My Agency section and then select Manage Custom Fields
  • To inline edit a piece of information on a record, click the pencil icon in the top right corner of that card
  • In addition to the cards on the Datasheet, you’ll also find tabs for other parts of the record at the top of the screen:
    • Attachments tab displays all documents/files that are attached to the record and allows you to add new ones
    • Activities tab displays all open and completed Activities related to the record
    • Record options drop-down gives you access to email, print, duplicate (C/J only), and delete the record
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