Customization - Real Estate Use Case | Online Help - Bigin by Zoho CRM

Basic customization

With Bigin, you have the flexibility to customize your CRM according to your preferences. You can rename modules and fields, as well as create new fields to match your specific needs. This allows you to make Bigin feel like your own and tailor it to your unique business requirements.

To rename a module

Contacts, Companies and Products modules can be renamed. Let's rename the Products module to "Property".
  1. Go to Settings  and then Fields.
  2. Click the edit icon next to Products module.
  3. Enter the plural and singular forms of the module name as 'Properties' and 'Property'.

  4. Click Save.

To create a field

To accommodate your unique business requirements, Bigin offers custom fields to capture data. For example, the Properties module does not have a field to capture the address of the property so let us create a custom field to add to the existing setup.
  1. Go to Settings  > Fields > Properties.
  2. Click the Customize Fields link at the bottom of the box.
  3. Click +Custom field button.
  4. Enter the field label as 'Address' and choose Text as the field type.
  5. Mark the field as mandatory.
  6. Click Save.

See Next

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • What are unique reference fields?

                                                                                                        Unique fields help Bigin identify the parent record of the record that is being imported. For example, the Contact Name field in the Deals module identifies the record in the Contacts module that the deal is associated with.   A list of standard ...
                                                                                                      • How to enable custom haptics?

                                                                                                        To enable custom haptics 1. Open the Bigin app on your iPhone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . Under "General", you can find the title "Custom Haptics". 4. Enable custom haptics by tapping the toggle ...
                                                                                                      • Modules and Fields

                                                                                                        Modules Modules in Bigin let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Pipelines. The data in these modules is stored as records and the information in each record is stored in fields. The ...
                                                                                                      • Default fields in a module

                                                                                                        The following table gives a list of supported fields in the appropriate modules along with their description. Contacts Field Name Description Data Type Maximum Limit Contact Info First Name First name of the contact. Text Box Alphanumeric (40) Last ...
                                                                                                      • Basic Terminology

                                                                                                        Before you start exploring the product, it will be helpful to familiarize yourself with the following terminology to get you up to speed. Modules All the data in your Bigin account is categorized into groups such as Pipelines, Contacts, Companies, ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources