Setting up your Account
Deleting your Bigin by Zoho CRM account in iOS
The Delete Account option allows users to delete their Bigin account from within the app permanently. This feature is intended for users who no longer wish to use Bigin and want to remove their account and associated data. Before the account is ...
Help & Support in iOS
The Help & Support section provides users with resources to share feedback, access support, learn more about the Bigin app, discover other Zoho applications, and manage their account. It also offers quick access to Bigin's official social media ...
Import and Export contacts in bulk from iOS
Exporting contacts The Bigin iOS app allows users to export customer contacts directly to their device for offline access. This feature ensures that important contact information is always available, even in areas without internet connectivity. Users ...
Enabling Privacy in iOS
The Privacy page allows users to manage how Bigin interacts with the device and how diagnostic and usage information is shared. These settings give users control over data sharing, photo moderation, crash reporting, and contact integration while ...
Setting passcode in iOS
The Passcode page allows users to secure the Bigin app with an app-specific passcode, providing an additional layer of protection for their business data. Once enabled, users must enter the passcode each time they access the app or when prompted. ...
Toppings in iOS
The Toppings page allows users to access and manage additional features that extend the functionality of the Bigin app. These features can be configured independently to support specific business requirements and workflows. Booking Pages Booking ...
Managing Users, Roles, and Profiles in iOS
The Users & Controls section in the Bigin mobile app enables administrators to manage organizational users, define roles, and configure profiles directly from their mobile devices. This feature provides flexibility for admins to handle user ...
Setting Shortcuts in Bigin iOS
The Shortcuts page enables users to quickly access frequently used actions in Bigin using Siri shortcuts and Home Screen quick actions. These settings help streamline common workflows and improve accessibility by reducing the number of steps required ...
Setting User Preferences in Bigin iOS
Preferences allow users to personalize their Bigin app experience by configuring notifications, startup behavior, calling preferences, language, field display, and haptic feedback. These settings help users tailor the app to suit their workflow and ...
Customizing the App's Appearance in Bigin iOS
Users can personalize the look and feel of their Bigin app by customizing it through the Appearance tab. Users can choose their preferred theme or let the app automatically match the device's appearance settings. They can also customize the app icon ...
Viewing User, Organization, and Subscription Details in iOS
Users can view their user profile, organization profile and the subscription details of the organization in the settings module. User profile To access user profile Tap the photo icon in the settings page to be redirected to the User profile page. ...
Settings Module in Bigin
The Settings module allows users to customize their Bigin app experience and manage their account preferences where they can personalize the app's appearance, configure notifications and calling preferences, manage privacy and security settings, ...