Enhancements to List View
Greetings, We’re happy to announce a set of enhancements to the List View, which gives you more flexibility in personalizing how you view data inside Bigin. It introduces a more refined and interactive interface, optimizing the user experience for efficient
Criteria for KPI & Dashboard on Contact & Pipeline automatically overwritten on editing
Hi, I have set up a KPI based on module Contacts and on a specific Pipeline. When I just edit the builded KPI, by default my criterias are overwritten automatically without I do any change. The specific Pipeline is replaced by "All Pipelines" and this
invalid DATA : error maximum decimal place
Hello, When creating a Deal with associated products, I have a technical error with the Amount data, but I don't understand what the problem is. Any help would be appreciated. request : {"Deal_Name":"FC24-10","Stage":"A régler","Sub_Pipeline":"Echeancier
How to upload an attachment with API
Hi, I'm trying to add from api a url link type file to a deal, but I've got a status code of 400. Could you tell me what's wrong with my request, please? I have checked that url is valid { "data": [ { "File_Name": "pdfmonkey", "$type": "Link URL", "$se_module":"Deals",
How to have access Associated_Products datas to build KPIs ?
Hi, I want to set up a KPI on the 5 best-selling products over different timeframes (week, month, year). To do this, I have datas in the pipeline in the Associated_Products Object, including : - productId - Quantity - Total - Created_Time Unless I'm mistaken,
Data Total in Associated_Products Object is not used
Hello, Although Total data in Associated_Products object is entered in the database, no information is displayed in the Products tab of the deal. What is the purpose of the Total data in the database?
How to summarize quantities of sold products by grouping by category
Hi, I have a list of sold products and quantities. Product Name = Category+Suffix I want to summarize the sold quantities by Category. Is there a function Deluge to do this ? From : {"productName":"CategoryA_suffix1","quantity":"QA1"}, {"productName":"CategoryA_suffix2","quantity":"QA2"},
Review of the Bigin tool test phase
Hello, I spent 2 weeks testing the Bigin tool for a small company. Getting to grips with the core features (file import, data manipulation, connection with the mailbox, setting up a call campaign) wasn't too difficult. The developer console, on the other
How to link two deals in different Sub Pipeline ?
Hi , Bigin allows to link a deal with products. Is it possible to link a deal with another deals (children) which they are in a different Sub Pipeline ?
All Deals are missing in Sales pipeline
Hi, I have the impression that there's a problem at the moment. No deal is displayed in Sales pipeline. The problem only concerns this pipeline. Is there an incident in progress?
contact and company the option for activities to display all the information in one place
Hi In company and contact activities. Besides having 3 options in the TAB> activities> Tasks, events and calls Is there a possibility to have 4th option tab where it includes all 3 options (tasks, events, cal) under one TAB. For the option desktop and
Issue concerning the link between a deal and a task
Hi, I try to link a new task to a deal. I get a 200 code_status but the created task is not linked by using DRE function. Shoud I try with invokeUrl and api ?
set up of Begin Zoho for new Architect and Construction Company
I just started an Architect and Construction company. I get confused while configuring, about the terminology for making the services like planning, designing, construction etc. customer, types of services about apartment, residential, hospital etc. Can
Why some Deals are displayed only on Activities Tab ?
Hi, Some Deals created by api are displayed on activities Tab but not on Pipeline Tab. What is wrong ?
How to format a date
Hi , I don't manage to convert a date in 15/12/2023 format to 2023-12-15. I've tried using the toDateTime function without success. dueDate0 = echeancierList.getJson("Echeance_dt"); dueDate = toDateTime(dueDate0,"yy-MM-d"); Any help would be appreci
How to map a variable associated to a trigger
Hello, I would like to map the ID of a record associated to a trigger (when a task is updated, for example). To do this , - I have builded a custom function associated to the module "Tasks". - I use the getJson Deluge function on the argument "task" which
Issue concerning enable notification
Hello, I triggered a call api via make.com to activate notifications from Bigin to a webhook. Then I created a contact from Bigin. A notification is expected to the webhook. But no message arrives from Bigin. I've checked that the webhook is working properly
Pipeline & SubPipeline datas missing when record created by the function zoho.bigin.createRecord
Hi When I use the zoho.bigin.createRecord function to create a deal, I get a sucess status code in response. But unlike manually created records, the Sub Pipeline is not saved when I use the Bigin function (even though the data is present at the input
Issue concerning sandbox connection link
Hi, Using a link connection for the sandbox gives an invalid result. In fact, I created two connection links (one for production, one for the sandbox). When I test the connection for the production from the developer console, I get a valid result : When
How do I make table borders invisible in Bigin's Template Editor?
Hi, I've imported an HTML template into Bigin. Next, I want to add 3 images on the same row, so I'm creating a table with 3 columns et 1 row The problem is that I can't hide the borders of the table. Do you have a tip for this? I precise that the options
Incomplete extraction of deals based on a single criteria
Hello, Using the query below, I expected to retrieve all the deals in the sandbox But the sandbox tests were inconclusive. I only retrieve the deal installed by default (Zylker), and the other eligible deals I've created are not extracted. Any idea what
Issue concerning the invocation of a webhook in a custom function
Why can't I invoke a webhook in the custom function below?
Issue concerning Authorization Request
When I try to create my authorisation request with the url I get this error message Via Postman I have this result However, I'm using the client ID generated when the client was created on the API console
How to add a view in a browser link to a Bigin mail template
Hello, Is it possible to add a view in a browser link to an email created in Bigin?
How do I update a record on bigin from a webhook configured on the developer console?
Hello, On zoho flow , there are webhook and url poolling triggers that allow you to update a record in bigin. Is there an equivalent on the developer console?
Select Team Pipelines during data migration
Greetings, Previously, when migrating data from another CRM to Bigin, pipelines that were migrated from the source CRM would be nested in the default Team Pipeline configuration in Bigin. With this new enhancement, you can select which Team Pipelines
Bigin's enhancements in December 2023
Dear Bigin users, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin, each of which we'll go over in more detail. IMAP integration enhancement We are excited to announce an enhancement to our IMAP integration
Explore Bigin APIs in Postman
Hello all! We're thrilled to introduce our new Bigin API Postman collection, tailored to make your API testing experience smoother than ever. If you're already familiar with Postman, you know it's a widely used tool in the API ecosystem that provides
Set delas as priority in stage of pipeline
Is there way to set a priority stage for a for deal in certain pipeline deals. For example I have pipeline stage for example " client received email deal" and I want to choose some deals that are more important to stay always on first plan for when I
More options for user role configuration and for sharing data
We are currently moving from another CRM to Bigin and to be honest, the role configuration is becoming a bit of a headache for us. There are simply not enough options to configure the roles as needed. Users that are in different roles but on the same
Mobil calender | Dark mode for web
Hello! How to set the calendar to start on Monday? When will the calendar be available in the mobile application? Will there be a Dark mode for the web system? Thanks
Separate 'pipeline record' permission for each 'team pipeline'
It would be useful if we could manage 'pipeline record' permission for each 'team pipeline' separately. For example: I want that the user can Create, View, and Edit 'pipeline records' for 'pipeline A', but the same user should be allowed to only Create
Create email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent. We understand of course that every crm works a bit differently. However, here is why we think this is an important feature
Link entries in timeline to activities
Currently the timeline simply shows a list of the different types of activities with the time, date and contact details. However, those entries are not linked to the activities. So for example, you see that a call has been made or email has been sent
Search Functionality within the email Tab
Hi team, I'd like to request a search function to have a search box whenever in the Emails tab of a record in Bigin, so that you could type a search entry and it would show relevant emails that contain that term. Often, we have some records with a large
Have Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able to
Subsidiary company field
In the company fields there is an option for parent company, which is good. However, when you open the parent company record, you don't see the subsidiary. How can this information be displayed?
Checklist task list
Our people often have a checklist of items to cross off when the client hits a certain stage. For example, collating documents during the sales pipeline; a few to-do lists when we onboard them through the delivery pipeline. I want to be able to create
Enhancements to Users and Roles
Greetings, We're happy to introduce a few minor usability improvements to Bigin's Users and Controls settings. You can now view the count of Active, Inactive, Invited, and Deleted users in the Users tab. The Users tab In the Users tab, the updated user
[New] Enhancements in Duplicates Cleanup and transferring ownership before deleting users.
Greetings, I hope all of you are doing well. We're delighted to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Duplicates cleanup enhancement The Duplicate Cleanup feature enables users to identify duplicate
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