07/11/2019 – Big Biller Product Updates
- Ability to run private reports
- New Parse Management settings
- New manage parse permission
- Ability to turn off automatic Tag parsing
- Recent records link in Activities
Big Biller Help Center
Big Biller Help Center
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Turning On/Off Automatic Tag Parsing
- Expand the Sidebar and click on the Settings icon
- Expand the My Agency section and select Manage Parsing
- Use the toggle to the right of the Tags Parsing section to designate whether or not you’d like Big Biller to automatically parse your Tags
Allowing or Restricting a User from Managing Your Agency’s Parse Settings
- Expand the Sidebar and click on Settings
- Click to Expand the My Agency section and select Manage Users
- Click the edit icon to the right of the person you wish to set parse management permissions for
- Under the user’s Permissions, click to expand the Agency section
- To the right of Manage Parse Settings, set the appropriate permission and click the Save button when complete
Training Tuesday – Managing your Users
- In this Training Tuesday, we cover:
- User Permissions, Activity Reports, Pipeline Reports, Placement Reports
06/25/2019 – Big Biller Product Updates
- Country searching is now available for People and Company records
- Limit on Sent Items searching has been removed
- Company LinkedIn posting has been restored
- Ability to Inline Edit record titles
- Recorded Activities immediately update in Hotlists and Pipelines
- Activities scheduled on Planner Day View default to that day
- New Delete Attachment permission
Managing Notifications
- Expand the Sidebar and click on the Settings icon
- Click to expand the My Account section and select Manage Notifications
- To the right of a Notification type, use the toggles to designate which actions will trigger notifications and/or emails
- All toggle changes on this page are automatically applied and saved
