Navigating the Client List Tab in BigTime

Table of Contents

What’s the Purpose of the Client List?
Interactive Demo
User Permissions
Accessing the Client List
Managing Columns and Filters
Practical Use Cases for Managing Columns and Filters
Export the Client List

What’s the Purpose of the Client List?

The Client List in BigTime provides a centralized view for managing, and updating your client database. You can now easily create new clients, manage their contact details, and update client records even before a project is created. All in one place. Whether you're managing ongoing projects or preparing quotes, this view helps you:

• Store and manage client records before project work begins.
• Quickly locate and review client info from one place.
• Access client-level details such as address, billing setup, contacts, and notes.
• Improve efficiency in quotes generation by linking Clients with the quoting flow.

If you're managing multiple clients or building quotes frequently, this feature clarifies and saves time.

Interactive Demo

Explore BigTime Client List Tab below with an interactive demo. Click Get Started to navigate seamlessly through the interface and discover a feature. You can restart the demo at any time.
User Permissions

User Permissions

Only users with the View/Manage Client List permission will see the Client List in the Sales Tab.

Admins can enable this under User Rights Settings.

Accessing the Client List

To access the Client List:

• Navigate to the Sales tab in the main menu.
• Click Client List.

Here, you’ll see an alphabetical list of all clients in your firm. Use search, filter, or sort to find the clients you're looking for quickly.

Managing Columns and Filters

You can now manage which columns appear in the Client List and apply advanced filters.

Show or Hide Columns

1. Click the columns icon in the toolbar.
2. Use the checkboxes to show or hide columns.
3. You can also include custom fields — they appear instantly in the table.
4. To show or hide all fields, use Show/Hide All at the bottom of the list.

Tip: Custom fields are available if they’ve been created in your firm settings.

Filter Clients

1.Click the filter icon in the toolbar.

2. Choose a Column, Operator, and Value.

Operators include contains, equals, starts with, or ends with.

3. Add more filters with Add filter.

4. Link filters using And or Or.

5. Click Remove all to clear your filters.

Tip: The table updates instantly as you apply filters.

Note: Active filters also apply to exported data.

Sort Clients

Click the three-dot icon (⋮) in any column header to sort the list in ascending or descending order.

You can drag and drop columns to rearrange them.

Practical Use Cases for Managing Columns and Filters

Below are examples of how different users can configure the Client List to make their daily work easier.

Use Case: Prepare a Financial Summary by Currency

Goal: Create a filtered list of clients billed in the same currency for reporting or export.

Why it’s useful: Finance and billing specialists often need to review client billing by currency type.

Benefits:

• Simplifies financial reporting and reconciliation.
• Reduces manual sorting after export.

How to set it up:

1. Click the columns icon and make sure Currency is visible.
2. Click the filter icon.
3. Choose Column: Currency
4. Choose Operator: equals
5. Enter Value: USD
6. (Optional) Click the download icon → select Download as Excel.

Result:

An export-ready view of all USD-billed clients, ready to share with the finance team or include in a billing summary.

Export the Client List

You can download the Client List to share or analyze client data.

1. Click the download icon in the toolbar (top right).
2. Choose a format:
   • Download as CSV
   • Download as Excel
3. Only the data that matches your current filters and sorting will be included in the export.

Tip: Apply filters before exporting to get exactly the view you need.

Note: PDF export is no longer available.