Modules and Fields | Online Help - Bigin by Zoho CRM

Modules and Fields

Modules

Modules in Bigin let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Deals. The data in these modules is stored as records and the information in each record is stored in fields.  
The following modules are available in Bigin:
  • Contacts
  • Companies
  • Deals
  • Products
  • Activities
    • Task
    • Events 
    • Call

Working with modules 

Rename modules

You can rename the modules. Let's say you refer to deals as opportunities in your org. You can rename the Deals module to "Opportunities".


To rename a module
  1. Log in to Bigin with administrator privileges.
  2. Go to Settings and then Fields.
  3. Click the edit icon next to the Deals module.

  4. Enter the plural and singular forms of the module name.

  5. Click Save.

Fields

Fields hold information about a record. There are two types of fields in Bigin: default fields and custom Fields.

Default fields

The system-defined fields that are present in every module are called default fields. These fields cannot be renamed or deleted. However, you can move some of these fields to the Unused Fields section of the module if you don't need them.
 
To move the default fields to the unused section
  1. Go to Settings and then Fields and select the required module.
  2. Click the more icon and then Delete.
  3. Click Move to Unused fields in the pop-up. 
You can access these fields by going to the Unused Fields section of the module.

To use the fields in the unused section
  1. Go to Settings and then Fields.
  2. Click the more icon next to the required module.
  3. Click Unused Fields.
  4. Click Move to Default Fields next to the field you want to use.


You can find the list of supported fields in the each module along with their description here.

Custom fields

If you require more fields, you can create custom fields for each module.

Note:
  • Custom fields are supported in Contacts, Accounts, Deals, Events and Tasks modules.
  • Maximum of 25 custom fields can be created in Contacts, Accounts and Deals modules and 5 custom fields can be created in Events and Tasks modules.
  • You can rename the custom fields but you cannot change Field Type (eg. Text, Integer, Date, etc.) of the custom fields.
    For instance, if you create a Text field, you cannot change the same to Integer field.

Types of custom fields

The custom fields are classified based on the type of data they hold. Certain field types are classified further into sub types. The following table displays all the fields and their corresponding sub types if any.


Field Type
Sub type
Text 
Single line #
 
Multi line
Numerical
Number #
 
Long Number #
 
Decimal
 
Percent
 
Auto number
Currency
 -
Date
Date picker
 
Date and time
Email #
 -
Phone #
 -
URL #
 -
Picklist
Single select
 
Multi select

# represents fields that can be marked unique.
Text
This field allows users to enter a text such as Name, Company, website, etc. They are categorized into two:
Single Line
It is a small box which allows you to enter single line of text. The text can be 255 Characters long. (Including blank space, symbols, etc.)

Multi Line
It is a large box which allows you to enter multiple lines of text. Pressing  Enter/Return  button on your keyboard takes the cursor to the next line for you to enter your text. It can be used for entering description, comments, etc.
Picklist
Custom picklist field allows users to select a value from the list you define. There are two types of picklist fields:
Single Select  - Only one value can be chosen from the picklist.
Let's say you run an insurance company and James (your contact) wants to avail an Auto Insurance. You go to his record and select Auto Insurance from the insurance type picklist field, which displays a list of other type of insurance you offer.

Multi Select - Multiple values can be chosen from the picklist.
Let's say you own an electronic store and offer accessories as well. Your contact Abigail wants to purchase a Laptop and accessories such as Headphones, Speakers, Webcam. You go to her record and select ABC Laptop in the Product field and select the above Accessories from the multi-select picklist.
Lookup
Lookup field helps link two records from different modules. Let us assume you want to associate your vendor company and the customer's company to a deal. Here, you can create a custom look up field to associate the Companies module with the Deals module.
The related list section will appear in the details page of each Company record. It will show the list of deals linked through this lookup field with each company.
Lookup fields cannot be created for Tasks and Events.

User
Available for paid and trial edition - Premier, Zoho One
User field helps provide multiple ownership to a record. For instance, some high value deals involve collaboration with peers and during such instances multiple users would need access to update, modify, add or delete record details. So, this field will provide the users the same privileges as the record owner. 


Create custom fields

  1. Log in to Bigin with admin privileges.
  2. Go to Settings and then Fields and select the required module.
  3. Click the +Custom field button at the bottom of the box.
  4. Enter the field label and choose the appropriate field type.
    You can also mark a field as
    mandatory, encrypt a field, or mark a field as unique. Enter the Related List Name for Lookup field. 
  5. Click Save.
 

Edit custom fields

  1. Log in to Bigin with admin privileges.
  2. Go to Settings and then Fields and select the required module and then the required field.
  3. Click the edit icon.
    Make the required changes.
  4. Click Save.

Delete custom field

  1. Log in to Bigin with admin privileges.
  2. Go to Settings and then Fields and select the required module and then the required field.
  3. Click the more icon and click Delete.

Rearrange fields in a module

You can sort the order of the fields as per your preference. To rearrange the fields in a module:
  1. Log in to Bigin with admin privileges.
  2. Go to Settings and then Fields and select the required module.
  3. Click the more icon and select Rearrange Fields.
  4. Drag a field and drop in the desired location.
  5. Click Save.




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