Frequently Asked Questions
How many roles are available under Bigin Mobile Pipeline Permissions, and what are they?
Bigin Mobile supports five roles under Pipeline Permissions. Learn more Notes The Requester level is not supported in the Bigin mobile app.
Is it possible for a requester to raise requests in Team Pipeline using the Bigin mobile app?
No, raising requests directly from the Bigin mobile app is not supported. However, requests can be raised using the web app.
Can a user with the Requester role access team pipelines from Bigin mobile app?
No, it is currently not possible for a user with the requester role to access the "My Requests" tab. However, this feature will be supported in future updates.
Are updates made on the web Team Pipeline Profile Permissions automatically synced to the Bigin mobile app?
Yes, updates (cloning or deleting pipelines, managing permissions) made on the web are automatically synced to the Bigin mobile app. However, you need to refresh the app manually by force quitting and relaunching it to view the latest changes.
Can actions related to Team Pipeline configurations, such as editing permissions, managing stages, customizing fields, cloning, or deleting pipelines, be performed in the Bigin mobile app?
Actions such as editing permissions, managing stages, customizing fields, cloning pipelines, and deleting pipelines cannot be performed in the Bigin mobile app, as these configurations can only be performed in the web app. Learn more.
Can I download other Zoho apps in Bigin mobile app?
Yes , you can download other Zoho apps directly from Bigin mobile app. To download other Zoho apps, follow the step mentioned below Go to Settings > Help and Support > More Zoho Apps > Explore. If you already have the apps, you will see the "Open" ...
Is Calendar View supported in Mac and ipad?
The Calendar View is not supported on Mac and iPad at the moment. However, we will be adding support in an upcoming phase.
Is it possible to change the day the week starts on?
No, Bigin mobile does not currently allow you to customize the start day of the week.
Is drag and drop available for rescheduling?
No, the drag-and-drop functionality is not available for rescheduling tasks or events.
How can I return to today’s activities in the Calendar View on mobile?
You can easily navigate back to the current day’s activities by tapping the Current Daybutton, which will redirect you to today's date.
Can I edit activities directly from the Calendar View on mobile?
Yes, you can edit activities directly from the Calendar View. Click on the activity on the specified date. Once the detailed view opens, tap the edit button to modify the details.
What filters can I apply in the Calendar View on mobile?
You can find the filter option in the top-right corner; click on the Filter icon to apply filters. The Calendar View on mobile provides the same filtering options as the web version, which includes Activity types, Ownership, and Status.
How do I add new activities to the Calendar View on mobile?
To add a new task, event, or call: Tap the Fab option Nav bar add button at the top-right of your screen(ios). Select the type of activity you want to create. Enter the required details, such as date, time, and name. Save the details.
How can I switch between different calendar views, such as Day, Month, and Week, in the app?
To switch to a different calendar view, simply tap on the calendar icon. From there, you can select your desired mode to enhance your experience.
How can I view my activities in the Calendar View on mobile?
You can view your activities in three different modes: Agenda (Users can access a consolidated list of tasks, events, and calls over multiple days), Day, Week, and Month. These options are accessible via tabs at the top-left corner of the calendar ...
In which editions of Bigin is Calendar View feature available?
The Calendar View is available on Android and iOS devices for Premier and Express, including Trial versions. Calendar view is not available in the free edition.
What is the Calendar View in Bigin Mobile and what is its purpose?
The Calendar View in Bigin Mobile allows you to visually organizes all your tasks, events, and calls into a single interface. It allows you to manage and track your activities with ease, offering daily, weekly, and monthly viewing options. As it is ...
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 should I do if I get a "Session Expired" message with a Retry option?
If you see a "Session Expired" message with a Retry option, then the customer has to send a message to reopen the session; this is in accordance with WhatsApp guidelines.
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 can I view individual WhatsApp conversations with contacts?
To view individual WhatsApp conversations with contacts: Open the Bigin app on your mobile device. Navigate to the Contacts module. Select the contact whose conversation you want to view. Perform horizontal scroll through the Tabs (i.e Through Info, ...
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 integration
In 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 integration
What happens if I have both WhatsApp and WhatsApp Business Messaging apps installed?
If you have both the WhatsApp Personal and WhatsApp Business messaging apps installed on your device, the system will first attempt to open the WhatsApp Personal app, followed by the WhatsApp Business messaging app.
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 filters
Is 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.
How 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.
Will my preferences be available across all devices after setting them in the Dynamic Display?
After choosing your preferences from the Dynamic Display, they will be saved. These preferences will be available on all your devices. For example, if you’ve configured a setting on your iPhone 13, it will also be available on your iPhone 15, and ...
How to sign out of the app?
To sign out of the app 1. Open the Bigin app on your iPad. 2. Tap on Settings at the bottom right of the screen. 3. Tap the Sign Out button that's at the top left of the screen. 4. Select "Sign out" in the confirmation prompt to complete the action.
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