Creating and Managing Events in Bigin iOS | Mobile App

Creating and Managing Events in iOS

An event is a scheduled activity that helps businesses plan, organize, and track meetings, appointments, and other time-based engagements associated with their records. It enables users to manage their schedules, coordinate with customers and team members, and ensure that important interactions happen at the right time.

Different businesses can create events to suit their unique processes and operational requirements. For example, a sales team can schedule product demos, customer meetings, or contract discussions, while a service team can create events for on-site visits, maintenance appointments, training sessions, or consultation calls.

Users can create and schedule events, set start and end dates and times, invite participants, configure reminders, specify locations or meeting details, and update event information as plans change. They can also associate events with records such as leads, contacts, companies, deals, or other modules, allowing every scheduled interaction to be tracked in one place. This helps users stay organized, manage their calendars efficiently, collaborate with stakeholders, avoid scheduling conflicts, and maintain a complete history of customer engagements throughout the lifecycle of a record.

Creating an event

Users can create an event from the following places:
  1. Homepage
  2. Calendar view in the Activities module
  3. Events tab in the Activities module
  4. Contact detail page
  5. Company detail page
  6. Pipeline record detail page

To create an event

  1. In any of the above mentioned places, tap the Add icon.
  2. Fill in details such as Event Name, Start Date & Time, End Date & Time, Participants, Location, Reminder, Description, and other relevant information.
  3. If required, configure the event as a Recurring Event.
  4. Tap the Tick icon in the top-right corner of the page to save the event.

Views in Events

Users can view their events in different formats like list view and sheet view. 
Sheet view - It displays the event details in rows and columns, allowing users to consume maximum data at a glance. 
List view - It displays the events in a list format where the event details are displayed in a card-like format. 
Bigin has system-defined standard filtered views that categorize events based on the user's schedule and activity, such as:
  1. All Events
  2. My Events
  3. Today's Events
  4. This Week's Events
  5. Upcoming Events
  6. Completed Events
In the Events view, users can star or unstar views by tapping the Star icon. They can also search for the desired views using the search bar.

Filtering events

Users may find it difficult to locate specific events quickly when they have a busy schedule. To simplify event management, Bigin provides filtering options that help users narrow down and view only the events that are relevant to them.
Users can apply filters based on various attributes such as event name, event owner, start date, end date, participants, location, created time, and modified time. They can also search for specific filter criteria from the Filters page for faster access. When the filters are no longer required, users can easily clear them and return to the complete Events view.
Notes
Only five filters can be applied at a time.

To filter events

  1. Open the Bigin app. 
  2. Tap the Activities module in the homepage and go to the Events tab. 
  3. Tap the Filter and Sort icon in the Events View bar and select Filters. 
  4. Choose the appropriate filter and enter the criteria. 
  5. Tap Apply. 
Notes
Users can also see the number of events they have on the Filters page.

Sorting events

Users can sort their events to view them in an organized manner. They can sort events in ascending or descending order based on fields such as event owner, event name, start date, end date, created time, modified time, and last activity time. They can also search for the field they want to sort events by from the Sort page.

To sort events

  1. Open the Bigin app. 
  2. Tap the Activities module in the homepage and go to the Events tab. 
  3. Tap the Filter and Sort icon in the Events view tab and select Sort. 
  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 using dynamic display

Users can customize the list view in the Events tab by choosing the fields that should be displayed, making the view more dynamic and presenting all relevant event information directly within it.
Users can also customize the appearance of each event card in the module.
  1. Images – Users can choose what is displayed in the image section of each event card. They can display either the initial alphabets of the first and last names of the event owner, or a Clock, which visually highlights that the record is a scheduled event. The image can be positioned on the left or right, and its shape can be set to Square or Circle.
  2. Style – Users can choose how event records are displayed in the list view by selecting either the List or Card style. They can also choose whether to display icons on the event cards.

Searching events

Users can search for specific events by tapping the Search icon in the top bar.

Managing the event detail page

Users can view an event's details, related contacts, notes, and files from the Event Detail page. They can also add appropriate tags to the event, edit its details, or delete it.

Info

This tab provides users with information about the event, such as the event owner, title, start date and time, end date and time, participants,invitees, location, description, related record, reminder, recurrence (if the event is recurring), created time, created by, modified by, and modified time. Users can also call the related contact directly from the event detail page.

Users can add appropriate tags to the event.
Notes
Tags are available only in the paid editions.

Notes

Users can add notes to record and organize important event-specific information that does not fit into the main event details. Under the Notes tab, users can view both the notes added specifically for the event and the notes associated with the related contact's record. They can also attach images, audio recordings, links, and files to notes, use the Scribble Pad to take handwritten notes, and delete notes when they are no longer required.

Files

Users can add and view attachments that are specific to the event. Attachments can be added as images, audio recordings, links, or files. Users can also share these attachments using their preferred messaging app, save them to their device, or delete them when they are no longer needed.

Editing an event

Users can edit an event to update, add, or remove details by tapping the Edit icon in the top navigation bar.

Deleting an event

Users can delete events that are no longer required by tapping the Delete icon in the more icon.