Managing Contacts in Bigin for iOS - Bigin | Mobile App

Adding and Viewing Contacts in iOS

Contacts, also known as end-users, are customers who are using any product or service. The contacts can either represent a company or can be individual customers as well. 

For example, a digital marketing firm caters to an E-commerce company to set up their social media marketing. So the customers of the digital marketing firm are representing the E-commerce company. On the other hand, a small scaled bangle seller has individual customers. 

Bigin, the most simple-yet-powerful CRM solution, caters to both types of customers. 

Users can add all information like name, phone number, mail id, address, company details, etc., related to a contact/customer to aid in easy communication. They can also view the tasks, events, calls, attachments, timeline, pipeline interactions, etc., associated with the contact for consolidated information about the customer and their activities. 

Adding contacts 

Users can add contacts to their Bigin account in three methods:
  1. adding contacts manually
  2. scanning a business card
  3. importing contacts

Adding contacts manually

  1. Open the Bigin app. 
  2. Tap Contacts in the home page. 
  3. Tap the Add icon and select New Contact.
  4. Fill in the required details like name, title, email, company name, phone number, description, address, etc. You can also add a photo for the contact. 
  5. Tap the tick icon in the top-right corner of the screen to save the contact. 

Scanning a business card to add a contact

  1. Open the Bigin app. 
  2. Tap Contacts in the homepage. 
  3. Tap the Add icon and select Scan a business card. The camera will be opened. Users can either capture the the card manually or auto capture. 
  4. A preview of the capture image will be shown. Users can crop, rotate, retake, delete, discard, or add more images. 
  5. Tap Next. You will be redirected to the Add Contact form where you can verify the details filled in automatically. 
  6. Tap the tick icon in the top-right corner of the screen to save the contact. 

Importing contacts 

Notes
 Users can import upto 250 contacts in the free plan and 2000 contacts in the paid plans (Express/Premier). 
  1. Open the Bigin app. 
  2. Tap Settings in the homepage and select Import Contacts . 
  3. Select the required the contact or contacts and tap the tick icon in the top-right corner of the screen. You will be redirected to the Import Summary page which shows the list of contacts that are being imported. 
  4. Tap the tick icon in the top-right corner of the screen to import the contacts. 
Notes
The company details added while creating a contact (manually or by scanning a business card) are added to the company module automatically. 
Alternatively, users can also tap the Add icon in the homepage and select contacts to create a new contact. 

Viewing contacts

Users can view their contacts in different formats like list view and sheet view. 
Sheet view - It displays the contacts in rows and columns, allowing users to consume maximum data at a glance. 
List view - It displays the contacts in a list format where the contact details are displayed in a card-like format. 
System-defined standard views categorize the contacts as:
  1. All contacts
  2. My contacts
  3. New last week
  4. New this week
  5. Recently created contacts
  6. Recently modified contacts
  7. Not yet viewed
  8. Unsubscribed contacts

In the contacts 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 contacts

Users can find it difficult to land on a specific contact quickly in a sea of contacts. To streamline their search, users can filter and view their contacts. There are advanced filters based on the contact fields like company name, created time, contact owner, first name, last name, email, email opt out, modified by, modified time, last activity time, mailing state, mailing country, unsubscribed time, 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 contacts

  1. Open the Bigin app. 
  2. Tap Contacts in the homepage. 
  3. Tap the Filter and Sort icon in the Contact View bar and select Filter. 
  4. Choose the appropriate filter and enter the criteria. 
  5. Tap Apply. 
Notes
Users can also see the number of contacts they have in their organization in the Filters page.

Sorting contacts

Users can sort their contacts to access them in an organized manner. They 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 contacts

  1. Open the Bigin app. 
  2. Tap Contacts in the homepage. 
  3. Tap the Filter and Sort icon in the Contact View bar 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 contacts 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. 

Enabling contact provider

Users can enable contact provider by tapping the more icon in the top navigation bar and selecting enable contact provider. By enabling this, contacts created in Bigin will automatically be shared with the phone's contacts.