Big Biller Help Center

Tools and Data Management

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Bulk Ownership Change

  • Expand the Sidebar and click on the Settings icon
  • Click to expand the Tools & Data Management section and select Bulk Ownership Change
  • Select the user you wish to transfer records from and choose the records and entities you’d like transferred
  • Select the user you wish to transfer records to and click the Review Transfer button
  • Review the confirmation details and click the Transfer button
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Edit or Delete a Custom Card/Field

  • Expand the Sidebar and click on Settings
  • Click to expand the My Agency section and select Manage Custom Fields
  • Select the appropriate Record Type in the top left corner
  • Click the pencil icon to the right of the field/card you wish to edit
    • To delete a field entirely, click the Delete Field link
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Setting Database Backup Permissions

  • 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┬ádatabase backup┬ápermissions for
  • Under the user’s Permissions, click to expand the Agency section
  • To the right of Access to Data Backup Panel, set the appropriate permission and click the Save button when complete
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Requesting A Backup Of Your Big Biller Database

  • Expand the Sidebar and click on the Settings icon
  • Click to expand the Tools & Data Management section and then select Database Backup
  • Choose your backup type in the top right corner and then click the Request Backup button
  • You will receive a notification within Big Biller once the backup is complete and ready to download
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Files and Exports

  • Exports of People, Company, and Job Order records are all housed on the Files & Exports page within Settings
    • This page allows you to manage your exports and review a history of these downloads for your firm
  • To navigate to this page, expand the Sidebar and click on the Settings icon
    • Click to expand Tools & Data Management and then select Files & Exports
  • To download a particular spreadsheet, click on the corresponding File Name
  • To review a log of past downloads, click on the corresponding number in the Downloads column
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Tags

  • Tags function as a custom coding system for People, Company, and Job Order records within Big Biller
  • Tags are most widely used on People records because they will automatically parse when adding new resumes
    • To add or remove tags for a specific record, locate and edit the Tags & Codes card on a Datasheet
    • To review a count of how many times a tag has been used, add tag aliases, delete, or merge tags, navigate to Settings within the Sidebar and select Manage Tags
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