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 link on the right of the search bar, at the top of the page
  • 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 sown 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 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 Select an Action drop-down menu 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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