Modules and Fields

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.

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

Deals

Field Name

Description

Data Type

Maximum Limit

Deal Info

Deal Name

Name of the deal.

Text Box

Alphanumeric (120)

Deal Owner

Name of the user to whom the deal is assigned.

Lookup

 

Account name

Name of the account to which the deal has to be created.

Lookup

 

Related contacts

Contacts related to the deal

Lookup

 

Pipeline

 

 

 

Stage

Sales stage.

Pick list

 

Amount

Amount expected after closing the deal.

Currency

 

Closing date

Expected closing date of the deal.

Date format

 

Description

Added details about the deal.

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

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 20 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

Checkbox

 

Lookup


# 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.

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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