Default fields in a module

Default fields in a module

The following table gives a list of supported fields in the appropriate modules along with their description.

Contacts

Field Name

Description

Data Type

Maximum Limit

Contact Info

First Name

First name of the contact.

Text Box

Alphanumeric (40)

Last Name*

Last Name of the contact. 

Text Box

Alphanumeric (80)

Title

Job position of the contact.

Text box

Alphanumeric (50)

Account Name

Account related to the contact.

Lookup

-

Email #

Primary email address of the contact.

Email

Alphanumeric (100)

Mobile #

Mobile number of the contact.

Text Box

Alphanumeric (50)

Work phone #

Work phone number of the contact.

Text Box

 

Alphanumeric (50)

 

Home phone #

Home phone number of the contact.

Text Box

 

Alphanumeric (50)

 

Email opt out

If enabled, your contacts will no longer receive emails from your Bigin account.

Checkbox

-

Description

Added details about the contact.

Text area

32000 Characters

Address Info

Mailing Street #

Primary address of the contact

Text Box

Alphanumeric (250)

Mailing City #

Alphanumeric (30)

Mailing State #

Alphanumeric (30)

Mailing Country #

Alphanumeric (30)

Mailing Zip Code #

Alphanumeric (30)

Photo

 

 

 

Social Profiles

 

 

 


Companies

Account Info

Field Name

Description

Data Type 

Maxium Limit

Name* #

Name of the company.

Text Box

Alphanumeric (100)

Phone #

Phone number of the company.

 

 

Owner

 

 

 

Website #

Website of the company.

 

 

Industry

The industry to which the company belongs.

 

 

Address Info

Billing Address #

Primary address of the company.

 

 

Shipping Address #

Shipping address of the company.

 

 

Description Info

Description

Added details about the company

Text area

32000 Characters

Pipelines

Field Name

Description

Data Type

Maximum Limit

Pipeline Record Info

Pipeline Record Name

Name of the Pipeline Record.

Text Box

Alphanumeric (120)

Pipeline Record Owner

Name of the user to whom the Pipeline Record. is assigned.

Lookup

 

Account name

Name of the account to which the Pipeline Record. has to be created.

Lookup

 

Related contacts

Contacts related to the Pipeline Record.

Lookup

 

Pipeline

 

 

 

Sub-Pipeline and Stage

Sub-Pipeline and pipeline record stage.

Pick list

 

Amount

Amount expected after closing the Pipeline Record..

Currency

 

Closing date

Expected closing date of the Pipeline Record.

Date format

 

Description

Added details about the Pipeline Record..

Text area (Long text)

 


Tasks

Field Name

Description

Data Type

Maximum Limit

Name (Subject)

Name of the task.

Text Box

Alphanumeric (50)

Description

Details of the task.

Text area

32000 characters

Related to

Related contacts to this task.

Lookup

-

Owner

Name of the user to whom the task is assigned.

Lookup

-

Priority

Depicts the importance of the event.

Pick list

 

Status

Status of the task.

Pick list

 

Due date 

Due date of the task.

Date

 

Repeat

Makes it a reoccurring activity.

Checkbox

 

Reminder

Set reminder for the task.

Checkbox

 


Events

Field Name

Description

Data Type

Maximum Limit

Title

Name of the event.

 

 

Description

Added details about the event.

 

 

Location

Location for the event.

 

 

From

Date and time when the event will be started.

 

 

To

Date and time when the event will end.

 

 

All day event 

Creates an event for one full day.

 

 

Repeat

Makes it an reoccurring event.

 

 

Reminder

Set reminder for the event.

 

 

Related To

Contacts related to this event.

 

 

Owner

Name of the user to whom the event is assigned.

 

 

Participants

List of people attending the event.

 

 


Calls

Field name

Description

Data Type

Maximum Limit

From/to

 

 

 

Related to

Records to which the call is related to.

Pick list

 

Call start time

Displays the call start date and time.

Pick list

 

Owner

User associated with the call.

Lookup

 

Call type

Whether the call is inbound or outbound.

Pick list

 

If call has been made in the past

Duration

Time duration of the call.

 

 

Outcome

Outcome of the call.

 

 

Call result

 

 

 

Description

 

 

 

If call is to be made in future

Reminder

 

 

 

Purpose

 

 

 

Subject

 

 

 


# represents fields that can be marked as unique

Read how to create custom fields here.

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