Big Biller Help Center

Managing Search Results

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Record Preview

  • To open a record preview, first navigate to list view
  • Click the record preview icon to the right of a record name
  • The record preview will open on the right side of the page
    • To move to the next record in your list, click the next or previous icons in the top right corner of the preview window
    • To close the record preview, click the X in the top right corner of the preview window
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Exporting Records to a Spreadsheet

  • To begin, make sure that you’ve run a Search, opened up a Hotlist, navigated to the People Dashboard, or navigated to a Pipeline to locate the appropriate records
  • Select the check boxes to the left of the records you wish to export and then click on the action icon at the top of the list
  • Select Export to Spreadsheet and the spreadsheet will be entered into the queue
  • Depending on the size of your list, it make take some time to export
    • You’ll see a green slide-out in the bottom left corner of the screen when the export has finished generating
    • As soon as the file is available to download, you can access it at any time from the Files & Exports page within Settings
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