#BiginnersTips - Are you using Bigin on iOS? This is for you!

#BiginnersTips - Are you using Bigin on iOS? This is for you!

Apple's iOS 16 update has enabled us to offer you a more business-friendly iPhone experience and enhance your productivity while on the go. Getting things done has never been easier with Bigin! Let's have a look at what's new:

Lock screen widgets
 
Get quick access to essential information on your lock screen and stay updated on business conditions. Widgets offer various options for displaying the data you need. Some widgets help you keep tabs on deals, enable you to add new contacts, and provide a rundown of daily activities.




QR scanner
 
Gone are the days when you had to enter data manually. Scan a business card using Bigin's QR scanner and the appropriate fields will be filled in automatically, so you can save contacts. All you have to do is point your camera towards the QR code using the Bigin app. Its that simple!




Weather
 
We understand how critical it is for field agents and salespeople to set up business meetings. Imagine the stress of having to reschedule an important meeting due to bad weather. Terrible right? We've come up with a solution: before scheduling a meeting in Bigin, check the weather forecasts for the preferred date and place. This feature helps you anticipate unexpected weather and avoid the risk of a meeting getting pushed or cancelled.
 
 



Quick note
 
Sometimes you need to jot down information or make a to-do list while you're on the go or in a meeting. Bigin's quick notes help you record information fast. Go to the Contacts, Deals, or Products modules—whichever one you're currently working on—and then open the control center and select the quick notes feature. You can link the contact or deal and take down notes specific to that record. This is handy in crucial moments when you can't find a pen and paper.




Focus filter
 
This new iPhone feature makes it easier to focus on tasks. With Bigin, you can also use focus filters to make working hours even more productive and focused. You can set your preferred theme (dark or light) for the Bigin app, choose notifications based on priority, and filter views and pipelines according to your needs. To set a focus filter, go to Settings > Focus > Work.





Room Plan 
 
This new mobile Bigin feature is super beneficial for realtors who are constantly adding pictures and videos to property listings. Now they can go above and beyond to seal the deal by providing clients with 3D floor plans. All you have to do is open your camera and capture the surroundings to create a model of the property.





Lift subject from background
 
One of the most helpful new feature updates Apple has introduced is the ability to lift subjects from backgrounds in pictures. This tool is especially useful when you have to upload a product picture or a contact photo. All you have to do is use a simple gesture to cut an item from its context and place it against a white background. Your iPhone can do this in a matter of seconds.
 



Live text quick options
 
Make work simpler! Translate image text and convert it into action items. Your camera provides features quick actions in Bigin so you can call phone numbers or send emails to addresses that appear as text in the frame. This essential feature helps eliminate manual errors.




Let us know what are your favourite features. Here's to happy Bigin-ings!

      • Recent Topics

      • Macro Email to be determined by a ticket field

        Hi, we are a commercial energy brokerage and are implementing Desk as our helpdesk tool to replace manual emails, personal whataspp and telephone. We have setup a macro rule when we can trigger an email, update ticket status and trigger a task.... but

      • Welcome Link Expired

        Hi The links sent to the users didn't get clicked on in time and now all the links have expired. Is there a way to send a new link without deleting them and re-adding them>

      • Zoho expense linked with Campaign instead of customers

        Hi, Is there a development planned for linked an expense or a report to a zoho campaign? Indeed, suppose I created a campain in which I add different clients (for example a trip to a foreign country where I meet 3 different clients), I would like this campaign to be linked to the expenses I have. Say I have a plane ticket, taxis and 1 hotel night, I would like those expenses to be linked to the 3 clients. With Zoho expense, it is not possible at the time (or maybe it is but I do not know how!). thanks

      • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

        Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

      • Adjusting Physical Inventory

        Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

      • Print PO receipt

        Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

      • Create a purchase order in vendor's currency

        I am having a problem working this out and would appreciate some suggestions. We have Books and Inventory working in tandem. We are in Australia, our product is sold in Australia in $A and obviously all our invoices, accounts and reports need to be in

      • Work Orders / Bundle Requests

        Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory of

      • Getting error during inserting a record in form of zoho people using zoho api

        import requests import json # Set your access token and Zoho People API base URL access_token = '1000.XXXXXXXXXXXXXXX.XXXXXXXXXXXXXXXXXXXXX' api_base_url = 'https://people.zoho.in/people/api/' # Set the form name and data to be inserted form_link_name

      • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

        I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

      • Change script to add fields

        Hi, I have a custom function (writen by a different implementation company in the beginning) which I would like to edit to add a different field as well. Can't get it to work on my own though. - The script now adds the address fields to a new quote (needs

      • 1 API to all channel

        hi zoho team: I am the product manager of anywheel, we are planning to integrate zoho, we want to integrate multiple channels through 1 API, please can you send me the integration document and guideline?

      • Revamped Print in Zoho Sheet—customized for paper

        The latest enhancements to Zoho Sheet's Print settings allows you to print a worksheet or a selected range, with customizations that make the data comprehensible, even on paper.   Customize header and footer Make your spreadsheets meaningful with a relevant header and footer. You can now choose to display the file name, sheet name, current page number, total pages, date, and time as the header and footer in your print view. Besides the predefined elements, you can also give a custom text for header/footer.

      • Adding Bluesky channel

        Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you

      • How Can i put a form in Zobot

        Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !

      • Unified customer portal login

        As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

      • message on click of button

        Hi, i added insert task on 'Quick view' below  'Action'  of report just below 'Delete' button,  so i am trying to add a message on click of button that, "This item is now added into Pending Request" like this .... So, how can i achieve this ; because

      • Is it possible to disable Chat Waiting Time, or to make it indefinite?

        We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff

      • Is Drawing feature supported in zoho Sheets?

        Is there any option to draw arrows and some basic shapes such as circle , rectangle etc in zoho sheets? if so, can someone help me find it 

      • Access CRM Variables from Formula field

        Is it possible to use a CRM variable (defined in Developer Space -> CRM Variables) in a formula field for calculations ?

      • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

        Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on

      • Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard

        Hi Zoho Team, I need help with an issue I've encountered. Despite using the Super Admin login to delete certain folders and passwords and clearing the trash folder, they are still appearing on my dashboard. I would like to understand why this is happening

      • Pulling Specific Products from Sales Orders in Books to a CRM Record

        We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

      • Automatically add a retainer to every estimate

        Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

      • Clear String field based on the value of other field

        Hello everyone, We would like to be able to clear a string field (delete whatever has been written and make it empty) when another field (picklist) is changed to a specific value. While I can empty other types of fields, I noticed that I can't do this

      • Custom Deal Name in Lead Conversion Mapping

        I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

      • Within the Basic KPI component in Analytics, it is impossible to set "next" day range as a filter

        Hi there, I am currently setting up a deal dashboard for the Sales team. While it is possible to filter deal records to show records that were created LAST X days only, it looks like a NEXT X days Closing date filter is not available. Would it be possible

      • Invoice status on write-off is "Paid" - how do I change this to "Written off"

        HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

      • For each loop with available time slots

        I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:

      • Can we have Backorder Management ?

        Can we have Backorder Management ?

      • Converting Amazon Sales Order to Invoice

        Hi there, We need  advice on the Amazon integration with Zoho Inventory. Now, we want to convert all the Sales orders synced from Amazon to Invoices. We want also to include and record the Amazon fees associated with the sales (Amazon fees, FBA fees, Cost of Advertising etc.) However, Sales order only captures the sales proceeds (Gross Sales) in Zoho Inventory. Does anyone currently work with Amazon and can suggest how to correctly process the sales and Amazon payments through Zoho Inventory and

      • Zoho Inventory | Can't uncheck/turn off Advance Tracking

        Hi, I wanted to know if there's a way to turn off Advanced Tracking (such as Serial Number or Batch Tracking) for an item in Zoho Inventory. I’ve read that you might need to delete associated transactions and clear the opening stock to disable these features.

      • Landed Cost application to Vendor Bills from dropship Purchase Orders

        When trying to apply a Landed Cost to a Vendor Bill generated from a dropship Purchase Order, the Landed Cost pop-up window generates a message that "Landed Cost cannot be applied to Bills from dropship Purchase Orders" when trying to save the landed

      • Condition-based data sharing rules are now available in CRM

        Dear All,   We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement.   Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM

      • 2 serial numbers for 1 item (Mac address and Serial number)

        There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

      • Zoho Projects Roadshow, USA - 2024

        Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions

      • [Zoho Writer Webinar] Tips on collaboration control in Writer

        Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of October 2023: Tips on collaboration control in Writer. This webinar will help you understand the various features available in Writer to control collaboration. We'll

      • [Zoho Writer Webinar] Working with tables in Zoho Writer

        Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of September 2023: Working with tables. This webinar will help you understand the various ways you can use tables to meet your specific needs. The webinar will take

      • [Zoho Writer Webinar] Customize Writer to suit your business process

        Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for the month of August 2023: Customize Writer to suit your business process. This webinar will cover the various ways to customize Writer to streamline business processes and improve

      • Is there a way to print the dashboard?

        I would like the capability of printing the dashboard - is that possible?

      • Next Page