Emoji Support in Bigin CRM
We request the implementation of emoji support across Bigin CRM. This feature should allow users to seamlessly use emojis in text fields, headlines, and deals. It would enhance communication, improve the visual appeal of records, and bring more personalization
[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!
Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates
[API] How to get Contact's funnel?
Hi everyone! I am trying to use the API to get a Contact funnel's (step, name.. anything). Can anyone help me? This information is not available in the API response... I need to retrieve and change my Contacts between funnels dynamically according to
IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD
Customize your calendar based on personal preferences
Greetings, We're happy to introduce a few new capabilities to the Activities module's Calendar View! Now you can tailor your calendar's appearance and notification settings to suit your needs. In the past, the Calendar View lacked customization options
Enhanced duplicate management and unified approvals in Forms
Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Introducing unified form approvals We're excited to announce our new unified approvals feature, designed
Bigin Calendar view - set Monday as first day of week
Hi, is there a way to set Monday as first day of the week on Bigin Calendar view? Antonio
Email Scheduling / Send Later
@Zoho, I would like to be able to Schedule Emails to send later like in Zoho Mail and Zoho CRM, any plans to have this added?
Make collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets
Windows Desktop Application for Bigin
I'm finding the need for a standalone Bigin desktop app for Windows users. Most of my daily work is done through a browser, so I often have several open tabs while working with customers and checking product information, etc. With Bigin currently only
Enhancing Note Functionality in Bigin
Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "Important
Connect bigin with salesIQ?
Can anyone explain whether you can connect BigIn with Zoho SalesIQ? I see that the SalesIQ site says it supports a connection with Zoho CRM but can it work with BigIn? Is BigIn powered by zoho CRM backend?
Different fields for different contact types
My business has three types of contacts. We need to store different data for the contact depending on what type of contact it is. Is there a way to create custom fields that apply only to certain "types" of contacts (with the type defined by a tag or
Splitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associated
Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some great
Enable 2FA / MFA in Bigin
Hi, Our company started using Bigin. I (sysadmin) want to require MFA for Bigin as some users also have integrated their calender and mailbox into Bigin and regardless of that, in general, MFA logins are preferred in our company as it strengthens our
can change deal colors in bigin?
can be super useful if we can change colors deals process any way to do it?
Bigin-Zoho Projects Integration
We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho Projects
Introducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data back
Dynamic Display - Bigin - iOS
Hello everyone! In the most recent updates for the Bigin mobile app (iOS v1.8.1 and macOS 1.6.1), we have introduced support for Dynamic Display, just like in the Android version of the app. This feature empowers users to personalize their list view in
'Reply' button in Bigin sends only to the From email address, not the Reply-to address. How to resolve?
Hi All, There is an issue I'm trying to solve with Bigin. I've got a form on a website for customers to fill in. They fill in their email address on the form, i.e. the one they want us to reply-to. Using the Bigin Email-In topping, we're seeing the email
Record limits per user
Is the record limit increased with the number of users? Or is it limited to 100k regardless of how many users you pay for? Are there any benefits to adding more users or is that additional cost for just access and no uplift in any of the limitations?
Bigin IMAP Email attachment view - expand to see full filename
Hi there, Is it possible to please update the way that Bigin shows attachments when in the IMAP Email area. Currently there's no way to distinguish between different files as the names are truncated. I'd propose that an improvement would be for example
Multiple Users assigned to a deal?
How can I assign more than one user to a deal? Right now i see a drop down to select just on.
Trigger workflow based on email status
It would be great to be able to trigger a workflow based on the status of an email sent from within Bigin. For example, I would like to create a workflow that generates an email alert or creates a task after a contact opened an email and did not respond
Create Shared email link to share in email conversation or to send to client via WhatsApp or other social media
Hi Bigin team is there possibly to create a share email link for previous email received or sent to client. The idea is for example I am writing an email with a client and I would like to share a previous email with this client or various clients I simply
Zoho Bigin + Zoho Projects integration
Has anyone successfully integrated Zoho Bigin + Zoho Projects to any level? We know we cannot see Zoho Projects in Bigin, but once a Deal is moved to the Stage "Closed Won", we'd like to send the information to Zoho Projects, so we can start working on
Expanded 'Stats' section
Hi team, Can you please update the 'Stats' section when in an agency or agent record to provide more detail. For now it only shows a summary of the Open or Won pipeline records. I would like it to show at a minimum Open, Won, Lost and Total records. It
Does Bigin not have Deal Percentages for Pipeline?
Hi there, I have subscribed to Bigin and am kinda taken aback that it looks like there is no ability to tie a deal percentage to a pipeline stage to generate any type of simple forecast dashboard!? Am I missing something?
Spam from email sent from Bigin CRM
Hi Bigin team, I have noticed that sending emails from with in bigin crm to the clients the email is intended as spam. I have my bigin account setup with gmail imap. I have contacted various contacts in which they informed they don't receive the email
View all Products by pipeline deal
Very good CRM I use it everyday only problem is modules not being interconnected especially products module. The main problem of products module are separated from contacts and company modules and only being connected to the Deals module. This way there's
How to dynamically display a list of Companies from Bigin to a (WordPress) web page
Hi All, I believe I have, what should be, a super simple technical challenge. I'd like to be able to dynamically (on-demand) READ a list of Companies from our Bigin account, and display their names on a web page. It's all read-only server-side stuff,
Bigin - Locale is set correctly but emails are showing a time stamp that does not match locale.
Why are email time stamps showing as though they are reporting from a different time zone. My locale is setup correctly under the organisation settings but the timestamp is not correct.
Letter Font while sending mass emails
Hello everyone, I have been sending different mass emails through Bigin the last days and I noticed that the font is changing sometimes. Even if I see that the email is well written and at the desired font and size, the recipients are receiving it in
WhatsApp messages and Calendar view for activities - Android & iOS - Bigin
Hello Everyone! In the most recent Android (v1.6.17) and iOS (v1.9.1) update of the Bigin app, we have included support for a list of fantastic features designed to enhance your productivity and user experience. Here’s what you can expect: Instant Messages:
Bigin - What is the email poll frequency?
Can anyone give me the email pool frequency from Bigin ? I have O365 setup but cannot see where the poll frequency is set if at all. At what intervals does it fetch new emails?
unable to connect Bigin to IMAP
I actually connect and Bigin gives me a message saying configuration successful, however I cannot receive incoming emails. I know they are connected to a contact, and I can send outbound email just fine, but no matter what I do I cannot get inbound. Any
Emails sent through Bigin are not posting in IMAP Sent folder
I have set up my email to work from within Bigin using IMAP. I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc. I want all my emails to populate my email client (outlook & iphone email) whether or
Dashboard Drill Down
Greetings, Previously, in Bigin's Dashboards, the Charts, Target Meters, and KPIs were static, which meant you could only view the data overview. However, with this new enhancement, you can now not only view the overview but also access the underlying
Now you can set default properties for the Email Composer in Bigin
Greetings, Previously, when you sent an email in Bigin, you had to set the font style and size, sent from address, reply to address, and reply details manually. With this enhancement, however, you can set default preferences that will be automatically
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