Configure Settings | Online Help - Bigin by Zoho CRM

Configure options under settings

Appearance

Customize the app theme using the following options:
  1. Auto
  2. Dark
  3. Light
The app icon can be customized as well:
  1. Default
  2. White
  3. Black



Use Device Timezone

This option is visible to users only when the organization time zone and the device time zone vary. Enable the option to display date and time of records as per the device time zone.

Home Screen Quick Actions

Choose actions you want to access quickly by adding them to the home screen. Long press the Bigin app icon to view the actions.


Outgoing Call Log

You can enable the option to be able to receive a prompt and log a call after you complete an outgoing call.

Custom Haptics 

Set custom touch to interact with on screen interfaces by enabling custom haptics. For example, when you create a new task in the native Bigin app, you can feel a slight vibration along with a visual confirmation that a task has been created.


Siri Shortcuts

Create shortcuts for frequent actions and custom phrases for each action for Siri to run the shortcut. For example, add the phrase 'Show today's tasks' to create a shortcut that shows the list of tasks for the day.


Privacy & Security

Go to Settings on your Bigin app to configure the following set of options.

Passcode Lock

Access to Bigin application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four digit pass code to open the application.
To enable passcode lock,
  1. Click Privacy & Settings > Passcode Lock.
  2. Tap Turn passcode on and enter a 4 digit passcode.
    You will be prompted to re-enter the passcode.
  3. Enable the Touch ID/Face ID option.
  4. Under the Ask for passcode section, choose an option for when you want the user to be prompted to enter the passcode after opening the app.
  5. Tap Change Passcode to modify the passcode, if required.

Note: You will be signed out of the app after 6 failed passcode attempts.

Photo Moderation

Photo moderation provides a warning message to the users when the picture to be uploaded is not work appropriate or if the image doesn't have a face. This runs completely on your device without any need for a network connection.

Send diagnostics and usage statistics

By enabling this option you can send diagnostic information to Bigin, which will help the team to understand the performance of the app. This information also helps in determining the root cause of a reported issue. You can send information through email, using your email address or you can also choose to send information anonymously. 

Crash reports

Enable this option to send crash reports such as stack traces, type of crash, trends and version of software. You can send information through email, using your email address or you can also choose to send information anonymously.

Push Notifications

Push notifications are clickable pop-up messages sent by apps and they appear on your iPhone even when you are not using the app. You can choose to receive or not receive the push notification from Bigin app by enabling or disabling the option.

Submit feedback

Tell us about your experience using the Bigin mobile app using this option. You can also send attachment along with your feedback.


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                                                                                    • Configure options under settings

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                                                                                    • Configure options under settings

                                                                                      Privacy & Security Go to Settings on your Bigin app to configure the following set of options. Passcode Lock Access to Zoho CRM application can be prevented by enabling the Passcode lock. The user will be prompted to enter a four digit pass code to ...
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                                                                                    • Photo Moderation

                                                                                      Photo moderation feature, on your Bigin Native app for iPhone, allows you to moderate and choose appropriate photos to upload to the records in Bigin. The feature operates strictly on the user’s device without any need for a network connection, thus ...
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