Big Biller Help Center

Planner

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Big Biller Planner

  • To view and manage the Planner within Big Biller:
    • Navigate to Planner within the Main Navigation Bar
    • Use the drop-down in the top left corner of the activity list to select from Day, Week, Month, or All Overdue views
    • Use the filters below the calendar widget to specify which Activities you wish to review
    • To complete an individual Activity from the Planner:
      • Click the check mark icon to the right of the Activity you wish to complete
    • To make a call or send an email directly from the Planner:
      • Hover your cursor over any related record to view a short record preview
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Moving Planner Activities to a Different Day

  • Use the check boxes to the left of each Activity to select the appropriate entries
  • Click to open the Select an Action drop-down menu at the top of the planner and select Move Selected to a Different Day
  • Use the text box or the calendar within the Move Activities window to select the day you wish to move the selected Activities to and click the Move button when complete
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Syncing an External iCal Calendar

  • Expand the Sidebar in the top right corner of the page and click on Settings
  • Click to expand the My Account section and select Manage Integrations
  • Check the box to the right of iCal integration and copy the URL that populates below
  • Add this URL to your iCal compliant external calendar of choice
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Deleting Activities from the Planner

  • To delete Activities from the Planner:
    • Use the check boxes to the left of each Activity to select the appropriate entries
    • Click to open the Select an Action drop-down menu at the top of the planner and select Delete Selected Activities
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Completing Activities from the Planner

  • The┬áPlanner also allows you to complete Activities in an individual or mass format
    • To complete an individual Activity:
      • Click the check mark icon to the right of the Activity you wish to complete
      • The Edit Scheduled Activity window will appear with the Completed box already checked
      • Save when complete
    • To complete multiple Activities at one time:
      • Use the check boxes to the left of each Activity to select the appropriate entries
      • Click to expand the Select an Action drop-down and select Complete Selected Activities
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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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