Name of Deal module can't be changed back
I changed the name of the Deal module to Opportunities but it improperly showed the proper amounts on the deals screen. I then changed the name of the module back to Deals but it won't stay named Deals. It will revert back to Opportunities.Ownership while creating new contact
While creating a new contact or deal, my users can choose who will own the new contact from the list of all users, including super admin. I want to turn off this setting so they can just create their own contacts and deals, and not be able to choose anotherBigin has been the worst CRM ever for us
The integration with office outlook worked, then broke, was then fixed, then broke again. This has made the platform unusable since we signed up. During this time Zoho have taken our money and refused any refunds, anyway we have had enough we are votingMicrosoft Power-Automate Custom Connector to Bigin
Has anyone managed to create a working Custom Connector for Microsoft Power-Automate/Platform ? I note that there is a Premium Connector available for Zoho-Sign so presumably it should be possible to create Custom Connectors for other Zoho products suchRefund
Hello, I would like to request for refund for 5 users' licenses, since it got auto-canceled on 13th June. Then again I purchased for 4 users on the 14th June. Can you please guide me through the process further? Or is there anything I can do from my sideProblem integrating Bigin and 365 Contacts
Hello all, i was hoping someone can help me (Bigin support has failed so far) I'm trying to synchronise Bigin contacts with 365 contacts. i've followed the instruction in the link below and add and activated the contacts as image below but when i hadMail Delivery Failed
When I sent an email through Bigin today, I got the following message: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. TheFeature Req - add "Webhook" action for Bigin Workflows
It would be great if you could trigger a webhook to external service, e.g. zapier or zoho flow, as part of a Workflow in Bigin. There are many limitations when using Zapier or Zoho Flow e.g. if you want to have some automation performed only when a specificFiscal Year
How do I configure the fiscal year for my organization in Bigin?Mandatory fields
Is there a way I can make a field mandatory when I move it to the next pipeline stage? I am using BIGINJoin us at Bigin's first ever India customer meet-ups!
Hello everyone, We're thrilled to announce our first ever Bigin user group in-person meet ups in India. Why are we organizing this? To give you a perfect opportunity to learn and exchange more knowledge about Bigin! And a bonus, to show you a sneak-peekBigin+Invoice app: How do I raise an invoice for a contact (B2C), instead of raising it for a company?
Hi, New to Bigin & Invoice apps. Bigin allows me to create B2B deals by connecting the companies and B2C deals by connecting the contacts (individuals), instead of companies. However, when raising an invoice on Zoho invoice app, the only option allowedInteractive Dashboard Charts
Hi, I'm pretty sure this has been logged before somewhere on this community site. Please consider the Dashboard Charts to be interactive. (You can click on dashboard charts to go further into the relevant details ,to open requests, customers etc.) OnBigin + Zoho Projects integration
Has anyone successfully integrated 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 theBigin App - Files from Workdrive
Hello there, I have recently noticed that a new feature has been added to Bigin while on desktop allowing us to now add files to our contacts or events directly from Zoho Workdrive, which is great. However I have now realised that any files that I attachBigin Mobile app is now HIPAA compliant.
Hello All, In the latest version ( v1.4.15) of the Bigin Android mobile app and in Bigin iOS app(v1.4.10) , you can secure and restrict individual's health information and stay compliant with HIPAA. Now both Bigin Android app and iOS app support theDeals & activities
Hi there, Out team works by creating and completing activities along the day that help deals go through the sales pipeline until it is won or lost. We need to clearly see when a deal has no activity in the Deals View panel, as this indicates that no advanceIntroducing new actions in Pipeline/List view!
Hello everyone, We have recently rolled out eight new actions in Pipeline view/List view that will enhance user experience with activities like tasks, calls and events. View the Activity status of each record You can now know the status of the activityEmail Template are not available
I created the email templates, but the templates are not available while I am trying to insert them in the mail. It is not showing the available Email templates there.Each Staff Member to have their own Default Pipeline view
Hi, Each Staff Member currently has their own pipeline that they deal with. e.g. the customer engagement officer only deals with getting the customer on board. > Customer Engagement pipeline. The Dispute Resolutions Officer only deals with their pipelineCreate a Follow-up action for a new Task on a specific date automatically
Hello all, Does anyone can help with a solution I can't solve in Zoho bigin functionality: When I create or update a Task the customer ask to be reached in 3 days or on a specific date and I would like to Create a Follow-up action (a new Task) on specificCreating New Deal for a New Contact and/or a New Company
Dear Zoho Team, When creating a new deal directly for a new contact and/or a new company web form of the system don't collect the fields for the new contact and/or the new company. That means that the user can create a complete deal for a new contactOutgoing email nog working
Hi, I can't get my email to work in Bigin. Incoming email comes in fine but I can't get it to sent and it gives me this message (dutch version): Fout bij verzenden van e-mail Maybe it is because my incoming and outgoing server are not the same and bothIn the latest version of the Bigin Mobile app, we have brought in support for 'Email-In' feature.
Hello, In the latest version of the Bigin Android mobile app (v1.4.13) and Bigin iOS mobile app (v.1.5.2), we have brought in support for Email-In feature. The records in the Pipeline module (Deals) are the actual work for a user in Bigin. However,Organisation Storage - Storage Consumption by Users - How to identify Files taking up storage usage
Hi, In the Administration Settings, Data Administration > Storage > Organization Storage, we can find a list of which user (staff member) is consuming the the space of the allowed Storage (3gb) however, there is no option to click to further identifyUpdating Client Tag with Workflows in Bigin
I have been trying to update the client tag through workflows. Set up is as follows: Opportunity hits specific stage>Update Tag on Opportunity When Tag is Updated to Specific Tag on Opporunity>Update Checkbox Field on Client When Checkbox is selectedCo-working
Hi. How to add my managers to this crm and work together???Add your email enquiries to your Bigin pipeline automatically with the Email-in Topping!
Email is the most preferred form of communication around the world. Customers send their enquiries via emails and customer facing teams capture those details manually in their Bigin account. So, we wanted to automate this process by introducing the Email-inImportant: Reconnect your Gmail Account using App Password
Hello everyone, Starting May 30, 2022, Google will no longer support plain text password based authentication, which is the method we have been using for Bigin's Gmail integration. To avoid any interruption, we request you to reconnect your Gmail accountBigin new phone system in Australia with ability to Call Record on PC/laptop/Mobile phone
Hi, We are looking to purchase a new phone system for Bigin. We are based in Australia. Do any of you know of any VOIP providers that integrate with Bigin and have the ability to call record, not just from the PC/laptop but also have the ability to forwardNeed help with Zapier Integration
I set up Zapier and it works pretty well except I can not select what client to attach the deal to. For example if some requests more information and I gather their demographics I can not create a new contact and deal at the same time. If I create multipleTwo contacts in one deal
hey guys, I use Bigin Premier and other Zoho products. Now I would like to host a charity auction for our members and I would like to use Bigin to process it. The problem is that the buyer and seller need to be saved and both should receive differentSincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)
Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.Changing SuperAdmin
Hello, I'd like to change the superadmin from myself to another user, is that possible? If not, can I clone a whole Bigin Organization with its deals, contacts and module edits to another organization created by the required new Superadmin?Organizar módulos en Bigin
Buenas tardes, Me gustaría poder organizar el orden de visualización de los módulos disponibles en Bigin. Por ejemplo, en la web quisiera ver los contactos primero y luego los tratos. Adicional, me gustaría saber si se pueden inactivar modulos que noReceiving email from a contact is not appearing in the contact record. Only the sent email
I want to see both sent mail and received mail from a contact. What do I have to configure to ensure I receive emails as well?Rich Text or Markdown Formatting for Notes
It would be awesome if we could format the text and content in the Notes section on Deals, Contacts, etc. It is helpful to be able to make some things bold or underlined. And being able to use bullets and other formatting actions is helpful in severalUsers can now select the template while signing up for Bigin from within the mobile app
Hello All, In the latest version of the Bigin Android mobile app (v1.4.8) and Bigin iOS mobile app (v.1.4.9), we have brought in support for Template selection and basic information filling feature from within the app. Choose Template: Now users canSorting Contacts
So the Bigin app lists all contacts in alphabetical order which is pretty useless if I’m on the road and trying to figure who my latest inquiries are from. I would like tosort them by a custom field - Inquiry Date. Is there any way of doing that?Reordering tab in Bigin Mobile
HI, I'm trying to use Bigin Mobile.I'm trying to figure out how can I customize the order the tab in Deals and also Contacts. It i possible to reorder Tabs on the Web application, there is an icon on the right of the tab bar. But where is it on the mobileNext Page
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Create online meetings for Booking Pages with Zoho Meetings and Zoom
Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots withFilters in audit logs
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. Previously, there were no filters available to narrow down data in audit logs. Now, we've introducedEnhanced help options in Bigin
Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limitedBigin iOS app update: Built-in telephony and RingCentral support
Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-InIntroducing Booking Pages—a topping for your Calendar Scheduling needs!
Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent
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'Pin' notes, so that specific ones are always visible at the top of the 'notes' tab.
It doesn't appear Bigin has the functionality to 'pin' a note to then have it always show at the top of the notes tab section of a record. Often times we have a large number of records, but key information we may want to have easily visible to all atBigin Form Acknowledgement
How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?Set various time slot reminders for task and event
Hi I would like known if there is possibility to set various time reminders for a task or event like we have the possibility to do in google calendar or google task. For example I'am creating an event or task and I want to be alerted before 30min andBigin Plugin for Outlook
Could we get this added? The Gmail version already exists, and I would like to avoid having to make a switch.
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Schedule mass emails, view mass emails status and more!
Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.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[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 TemplatesAnnouncing #BiginnersClub meetups in US, Middle East, India & UK (Free Event)
Exciting news, Bigin enthusiasts! #BiginnersClub meetups are back, and we're hitting some major cities this time, starting from October. Here's what you can expect: Meet our experts face-to-face Deep dive into Bigin and its advanced features PersonalisedIntroducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version
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