The Record Preview icon can be found on various lists throughout the software. This icon allows you to review the corresponding record information without ever leaving the page or list that you’re currently viewing.
To open a Record Preview:
- Navigate to one of the following pages within Big Biller:
- Click on the Record Preview icon to the right of a record name
- You’ll see the record preview open on the right side of the page, overlapping your current list
- Use the scroll bar on the right of the record preview to scroll through the record’s Datasheet
- 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 a record preview, click on the X in the top right corner of the preview window