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

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

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

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

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

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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