At Top Echelon, we’re continually working to make Big Biller the best that it can be. That’s why we’re pleased to present the latest updates and upgrades to the software as of 08/22/2019:
1. Google Integration Restored – We’re pleased to announce that Google integration has been brought back into the software. You can now sync timed activities on your Planner with your Google calendar, and also send transactional email through your Gmail account. To learn more about this feature, check out our article on Google integration.
2. Select Recent Records in Activities and Emails – When relating a record to an Activity, you will now have the ability to click on a “Select from Recent” link to pick a record you’ve recently viewed, instead of having to type in the name of a specific record. In a similar fashion, the Select a Job link in the Email window now has a tab for “Recent Jobs”. This should make relating the proper record faster and easier than ever before!
3. Find a Record Upgrade for Activities and Emails – In addition to the ability to select Recent Records, the Record Find in the Activity Related Records and Email Relate a Job functions now use the same parameters as the Find a Record in the Main Navigation bar. This means that you can now type in multiple criteria to locate the correct record you want to relate, such as a combination of the record’s name, location, contact information, position title, and in the case of Person or Job records, the related Company. For example, you could type “Ross Northwest Ohio Tools” to find and relate a Person record named “Ross Reynolds” who works for the Company “Northwest Ohio Tools”.