Big Biller Help Center

Managing Search Results

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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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Saving a Search

  • Navigate to the search results page for the criteria you wish to save
  • Click the Save Search link in the bottom right corner of the search bar
  • The Save Search window will allow you to create a customized search name, if you wish
  • You’ll see a slide-out notification in the bottom left corner of the screen confirming that the search has been successfully saved
  • Access your saved searches from the Saved drop-down on the corresponding Dashboard
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Filtering Search Results

  • To filter your list of search results:
    • Click on a filter on the left side of the page to narrow down the search results based on that data point
    • To remove a filter, click the “x” to the right of the filter name at the top of the list of applied filters
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Managing Search Results

  • Once you have your results, you can tweak the way you view the data, preview records, filter or sort your list, modify the search criteria, save the search, and/or take action on the records right from your list of results.
    • Use the View Preferences icon in the top right corner of your results to choose which columns are displayed
    • Sort your columns by clicking on the column header you wish to sort by
    • Preview a record right from the list by clicking on the icon to the right of the record name
    • Filter your results using the list of filters on the left side of the page
    • Save your search using the Save Search link to the right of the main search bar
    • Take action on your results by checking the corresponding check boxes to the left of the record names and then clicking to expand the action icon at the top of the list
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Sorting Columns

  • Navigate to a page within the software that uses Big Biller’s grid view
    • Ex – Dashboards, Search Results, Hotlists, etc.
  • Click on the column header you wish to sort by (ascending)
  • Clicking on the column a second time will sort the data in descending order
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View Preferences

  • Click on the grid icon in the top right corner of the list to view the column options
  • Check any column that you wish to view and uncheck any column 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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