Trouble Shooting FAQs
Audit Log
Can I track all user actions in Bigin? Yes, under Audit Log, but logs are stored only for 60 days. For record-specific details, check the record timeline. Can I share Audit Log with a non-Bigin user? Yes, you can export Audit Log to a .csv file and ...
Recycle Bin
Why can’t I find some contacts in Bigin? First, try Global Search. If not found, check Recycle Bin under Settings > Data Administration Deleted records remain in Recycle Bin for 60 days, after which they’re permanently deleted. How do I restore ...
Data Backup
Why can’t a user initiate Data Backup? Only super Admins and administrators can initiate Data Backups. Navigate to Settings > Users & Control > Profiles to confirm role. If an admin still cannot initiate, contact support@zohobigin.com with ...
Import and Export
Import Why did importing contacts fail and get skipped? Go to Settings > Data Administration > Import > Import History to check details. The Import History shows records added, updated, skipped, along with the Source and Module. By clicking the ...
Workflow Rules Trouble Shooting FAQs
Why did my scheduled workflow action fail, while the instant action worked? Scheduled actions fail if the record no longer meets the workflow conditions at the scheduled time. The system re-validates the record before executing. Why didn’t my ...
Bigin Forms
Why is my form submission data missing in Bigin even though record approval is not enabled? Check if the double opt-in is enabled in the form configuration. If yes, the recipient must confirm via the email they receive. The record will only be added ...
Users and Control - Compliance (GDPR, HIPPA)
GDPR 1. What is GDPR and why does it matter? General Data Protection Regulation (GDPR) is a sweeping EU data protection law effective May 25, 2018. It governs how organizations collect, process, and store personal data of EU residents. It mandates ...
Users and Control - Roles and Profile
Roles 1. What is the purpose of roles in Bigin? Roles let you build an organizational hierarchy—like CEO → Manager → Sales Rep—in Bigin. Users in higher roles can view data of those below them, enabling controlled data visibility based on hierarchy ...
Dashboards
What is a Dashboard in Zoho Bigin? A dashboard is a visual interface comprised of charts, KPIs, and target meters, enabling you to monitor your business performance at a glance using data from various modules. How can I create a new dashboard? Go to ...
Social
What is Zoho LeadChain? LeadChain is an automated lead sync tool that connects your social media lead ads with Zoho Bigin, ensuring real-time updates of lead data without manual work. What problem does LeadChain solve? It eliminates the need to ...
Telephony
What is telephony in Bigin? Bigin’s telephony feature allows users to make and receive calls directly within the app, view contact details, and automatically log call information, eliminating manual steps. Why should I integrate a phone with Bigin? ...
WhatsApp Integration in Bigin (Messages)
Which Bigin editions support WhatsApp integration? As of now, WhatsApp integration is available in Express, Premier, and Bigin 360 editions. Can I use the same WhatsApp number in both Bigin and my mobile phone? No. WhatsApp only allows the number to ...
Email
Email Configuration Why should I configure my email account in Bigin? Configuring your email in Bigin allows you to send, receive, and respond to emails directly within the app. This eliminates the need to switch between your email client and Bigin ...
Fields and its customization
1. What is a “field” in Bigin and why is it important? A field contains specific information in a record (for example, “First Name,” “Email,” “Deal Value”). Fields define what data can be captured in each module (Contacts, Deals, Companies, etc.). 2. ...
Pipelines, Sub-Pipelines, Stages and Stage Transition Rules
1. What are Team Pipelines in Bigin? Team Pipelines are multi‑dimensional pipelines that let you manage different business processes (e.g. sales, service, refunds, testimonials) in the same Bigin account. Each pipeline can have its own set of fields, ...