How to create a contact record? | Online Help - Bigin by Zoho CRM

How to create a contact record?

To add new contacts

1. Open the Bigin app on your iPad.
2. Navigate to the Contacts  module.
3. Tap the Add  icon at the top left of the screen.
4. Select the New Contact  option.

A form for adding a contact will open, featuring the fields configured on the web application.

5. Enter the relevant information and tap "Save" when you're done.

To import contacts

1. Open the Bigin app on your iPad.
2. Navigate to the Contacts  module.
3. Tap the Add  icon at the top left of the screen.
4. Select the Import from Contacts option.

Upon selection, the contacts saved on your device will be listed, and you may choose to import only select contacts or all of them.

To scan contacts

1. Open the Bigin app on your iPad.
2. Navigate to the Contacts  module.
3. Tap the Add  icon at the top left of the screen.
4. Select the Scan Contact QR Code  option.

Your camera will be activated, allowing you to scan a QR code and capture the contact information it contains.

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                                                                                                                To edit a contact record 1. Open the Bigin app on your iPad. 2. Navigate to the Contacts module. 3. Tap on the contact record you want to edit. 4. In the Info screen that opens, select the Edit icon at the top right of the screen. After making any ...
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