Viewing, Filtering, and Sorting Companies in Bigin | Mobile App

Viewing Companies in Android

System-defined standard views categorize the contacts as:
  1. All companies
  2. My companies
  3. New last week
  4. New this week
  5. Recently created companies
  6. Recently modified companies
  7. Not yet viewed
In the companies view, the users can star or unstar views by tapping the Star icon. They can also search for the desired views in the search tab.
Notes
Users can create custom views through the Bigin website. Learn more about creating custom views.

 Filtering companies

Users can find it difficult to land on a specific company's contact quickly in a sea of companies. To streamline their search, users can filter and view their companies. There are advanced filters based on the company fields like company name, created time, company owner, first name, last name, website, modified by, modified time, last activity time, mailing state, mailing country, etc. Users can also search for the needed filters from the search tab in the Filters page and they can also clear the filter if not needed anymore.
Notes
Only five filters can be applied at a time.

To filter companies

  1. Open the Bigin app.
  2. Tap the Companies module in the bottom navigation bar.
  3. Tap the Filter icon in the Company View bar.
  4. Choose the appropriate filter and enter the criteria.
  5. Tap Apply. 
Notes
Users can also see the number of companies they have in their Biging organization in the Filters page.

 Sorting companies

Users can sort their contacts to access them in an organized manner. The can sort in ascending or descending order based on the record fields like first name, last name, company name, title, email, etc,. They can also search for the fields they want to sort their contacts by in the Sort page.

 To sort companies

  1. Open the Bigin app.
  2. Tap the Companies module in the bottom navigation bar.
  3. Tap the Sort  icon in the Company View tab.
  4. Choose the necessary field and ascending or descending based on your preference.
  5. Tap the Tick  icon to reflect the chosen preferences. 

Customizing the list view

Users can customize the list view in the companies module by choosing the fields that should be displayed in the list view to make it more dynamic, presenting all relevant information directly within it.
Users can also customize the appearance of each card in the module.
  1. Images - The initial alphabets of the first and last names will be displayed in the image tab.The display image can be positioned on the left or right, and the shape can be square or circle.
  2. Style - Users can choose the display style of the record in the list view as list or card. They can also choose if they want to show the icons on the contact card.
  3. Actions - Users can determine if they want to make calls from the contact card by toggling the call option.