Frequently Asked Questions
Do we receive notifications for incoming messages?
No, we do not have provisions for a notification service. However, we will support this in the upcoming phase.Are there options to send templates, quick replies, or initiate a new WhatsApp chat?
Currently, we do not provide options to send templates, quick replies, or initiate a new WhatsApp chat. However, these features will be supported in the upcoming phase.What are the limitations of messaging through the Bigin mobile app?
Initiate conversation in the mobile app: You cannot start a new conversation directly from the mobile app. Conversations must be initiated through the Bigin web application first by using message templates. New contact conversion starting: You cannot ...Can I send or reply messages through Bigin mobile?
Yes, you can send messages, attachments, and emojis from Messages dodule or Messages tab using the Bigin mobile app, Once the chat is initiated by sending Templates in Web and the customer has responded to it or Customer has initiated the chat ...How do I manage WhatsApp messages in Bigin after integration?
Once you integrate Bigin with WhatsApp using Bigin web, you can manage and track your WhatsApp messages directly within the Bigin app. You can view, send, and receive messages through the Messages module and the Message Tab in the Contact Detail ...Where can I set up the WhatsApp integration in Bigin?
WhatsApp integration can only be set up through the Bigin web application. It is not possible to complete the integration on the Bigin mobile app. Learn more about WhatsApp integrationIn which editions of Bigin is this WhatsApp integration available?
This feature is available only in Express and Premier paid Edition.What is the WhatsApp integration in Bigin and how does it work?
Integrating WhatsApp in Bigin allows businesses to communicate with customers directly through the Bigin app. However, the integration must be set up via the Bigin web application. Learn more about WhatsApp integrationWhat happens if I have both WhatsApp and WhatsApp Business Messaging apps installed?
The WhatsApp Quick Action icon will be enabled only if the phone number is filled with a personal WhatsApp number. If the contact is saved with a WhatsApp Business number, the WhatsApp Quick Action icon will not be enabled, even if WhatsApp Business ...Can I communicate with my customers if the country code is not included in their phone numbers?
For seamless communication, it’s better to have contacts saved with their mobile or phone numbers, including the country code. If a contact record is saved without a country code, tapping the WhatsApp quick action icon from the Contact Details View ...How to communicate with your Contact's WhatsApp number directly from Bigin?
Navigate to the Contacts module in the Bigin mobile app. Select the contact you wish to communicate with. You will see a WhatsApp icon alongside the message, call, and email icons. Tap the WhatsApp icon to be redirected to the contact's WhatsApp ...Is WhatsApp quick action feature supported in all editions?
Yes, this feature is available and supported in all editions of Bigin.What is the WhatsApp Quick Action icon in Bigin?
The WhatsApp Quick Action icon in Bigin enables effortless communication with customers directly from the Bigin mobile app. When a contact has a valid phone number, the WhatsApp Quick Action icon present in the Details View of the Contacts module ...Is there support for advanced filters?
No, advanced filter functionality is not supported in the current version of the mobile app, but we support this feature on the web. Learn more about advanced filtersIs the Time Tracking filter available?
Time Tracking filters are not currently available in the mobile app but will be supported in the upcoming phases of the product development. Learn more about Time Tracking filters.How many filters can I create during a search?
You can create a maximum of five filters during a search in Bigin Mobile.What fields can I apply filters to in Bigin Mobile?
You can apply filters to the following fields in Bigin Mobile: Text Numerical Picklist Lookup Date Currency Email Phone URL Checkbox Userlookup Ownerlookup TagsHow do I Filter records in Bigin Mobile by applying criteria to Filters and view results?
To filter records: Go to any module, such as the Contacts, Companies, or Products module. Click on the funnel icon, which is present to the left of the Sort icon in Records Listing page In the Filters screen, search for the field you want to apply ...In which editions of Bigin is the filter option available?
This feature is available across all editions of Bigin.What is a filter and how can I use it in Bigin Mobile?
Filter allows you to narrow down and manage records by specifying criteria for different fields. In Bigin Mobile, filters help you efficiently locate specific records by applying conditions to fields such as Text, Numerical, Date, and more.How to sign out of the app?
To sign out of the app 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Tap the Sign Out button that's at the top right of the screen. 5. Select Sign out in the confirmation ...How to find Bigin's Terms of Service?
To find Bigin's terms of service 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Scroll and find Legal ...How to find Bigin's privacy policy?
To find Bigin's privacy policy 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Scroll and find Legal > ...How to connect with us on social media?
To connect with us 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Scroll and find Social > Connect ...How to locate the "About" section in the app?
To learn about about Bigin 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Tap on About Bigin. A short ...How to share the app with others?
To share the app 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Tap on Share App. 6. Select the ...How to rate the app on the Play Store?
To rate the app 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Tap on Love the app? Rate us! 6. Select ...How to find community posts?
To find community posts 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Tap on Community. You'll ...How to access the Help Guide via the mobile app?
To find the help guide 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Tap on Help Guide. The help ...How to submit feedback?
To submit feedback 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. 5. Tap on Submit Feedback. 6. Enter ...How to find Help & Support?
To find help & support 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Switch to the Help & Support tab that is adjacent the title Settings. A screen will open containing ...How do I enable/disable sending crash reports?
To send reports 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Look for the title Privacy & Security. 5. Tap on Privacy & Security > Crash Reports. 6. Tap the toggle switch to ...How to enable/disable sending diagnostics and usage statistics?
To send information 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Look for the title Privacy & Security. 5. Tap on Privacy & Security > Look for Send Diagnostics and Usage ...How to change your passcode lock?
Note: If the initial steps to set a passcode lock are incomplete, you will not be able to change your passcode lock. To change your passcode lock 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. ...How to set an app lock?
To set a passcode 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Look for the title Privacy & Security. 5. Tap on Privacy & Security > App Lock. 6. Select Enable App Lock. 7. ...How to enable call duration capture for a call?
To enable call duration capture 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Look for the title Capture call duration. 5. Enable call duration capture by tapping the toggle ...How to enable outgoing call log?
To enable call logging 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Look for the title Outgoing Call Log. 5. Enable call logging by tapping the toggle switch . Once you have ...How to enable notifications for activity reminders?
To enable notifications 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Look for the title Notifications. 5. Enable notifications by tapping the toggle switch . Similarly, To ...How to select an app icon theme?
To change the theme 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . 4. Look for the title Appearance > Tap on Appearance. 6. Select the app icon theme from the available options ...How to change the organization?
To change the organization 1. Open the Bigin app on your smartphone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . Under My Organization, you can find the title of the current organization. 4. Tap on the title. 5. In ...Next page
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