Bigin's enhancements in December 2023

Bigin's enhancements in December 2023

Dear Bigin users,

I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin, each of which we'll go over in more detail.

IMAP integration enhancement  

We are excited to announce an enhancement to our IMAP integration that introduces several useful options to help streamline your email management experience. Below is an overview of the key features:

Store sent emails 

You can now conveniently store a copy of your sent emails in your mailbox. If your SMTP server does not support this feature, you can choose the Store sent messages on the server option in the IMAP configuration page, ensuring your sent emails are preserved in your mailbox. This addresses concerns about emails sent from Bigin not being visible in the user's mailbox.  

Separate authentication for outgoing SMTP 

You can now configure different email addresses for incoming and outgoing server details. By selecting the Use the same credentials for the outgoing mail server option in the configuration page, users can provide credentials for the outgoing mail server. This feature is especially useful when you want to send emails from one account while syncing emails from another.

Log in with a user name  

We have added the ability to authenticate using your user name or email address during IMAP integration. This enhancement provides greater flexibility and ease of use.

Reauthorize 

In case you change your mailbox password, we've introduced the ability to update your email password within Bigin. This significant improvement prevents the need to deactivate and reactivate the integration. OAuth users will be redirected seamlessly to their email account login page for password updates.


Note : 
Please note that these enhancements are available only to those users who have already switched to the latest version of Bigin's email feature. If you can see these options in your Bigin account's email settings, it means that you are already on the latest version of Bigin's email feature. Otherwise, you will see a banner in your Bigin account as shown below. You can click on the banner link to move to the latest version.

To learn more about this feature, please refer to the help document.

Manually associating emails with deals  

By default, when you open the Emails related list inside a pipeline record, it will show all the emails sent and received from the contact linked to the pipeline record. There might be situations where this contact is associated with multiple deals. In such cases, when you need to follow up or finalize a deal, you would likely prefer to view emails specific to that deal rather than having all of the contact's emails grouped together. Using this feature, you can link specific emails to their respective deals.
 
Inside a pipeline record, under the Emails tab, you can also switch between the "All emails of the contact" view and "Emails linked to this pipeline record", just in case you need it. 


To associate an email with a particular deal, hover over the email subject and click the link button. A list of deals associated with the contact will be displayed; choose the deal to which you want to link the email.

You can perform this action from both the Contacts and Pipeline modules.
 
Once you link an email to a deal, a new icon will be displayed next to the email, indicating the association. You can always unlink the email or link it to another deal.

 
To unlink an email: Hover over the email's subject and click Unlink Pipeline Record(s).
To change the deal: Hover over the email's subject and click Change Pipeline Record.

Note:
When configuring email settings, it's important to consider how sent emails are associated before setting up IMAP. The process follows two distinct scenarios based on the deals associated with a contact:
  • Single deals: If a contact is associated with just one deal, any email sent prior to IMAP configuration will be linked to that particular deal.
  • Multiple deals: If a contact is associated with multiple deals, the sent email will be linked to the last modified deal among the multiple deals associated with that contact. This ensures that the email correspondence is appropriately tied to the most recent deal activity.

To learn more about this feature, please refer to the help document.

That's all for these enhancements. We sincerely hope you find them useful. Please give them a try and provide us with feedback in the comments section below. Watch this space for future announcements.

      • Recent Topics

      • Zoho Creator customer portal limitation | Zoho One

        I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

      • Bug tracking

        Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.

      • Retainer invoice in Zoho Finance modlue

        Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

      • Is it really true that I can't set the default 'deposit to' account in 2025?

        I've been using Books for 7 years and the default account has never been a problem. I usually manually reconcile invoices and have never had a thought about which account. It has always been my account. However, I recently noticed that for the past 4

      • How do I see the total leads during a certain period?

        I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could

      • Unable to Add Asset to Work Order Due to Different Contact and Company

        Hello Zoho Team, I’m facing an issue in our environment related to asset linking in Work Orders. Here’s the situation: When our engineers go for field activities, they initially create the Work Order using the salesperson’s contact details. After completing

      • Where is the Global Search field?

        I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

      • Zoho Inventory - Managing Items With Multiple Suppliers

        Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,

      • API 500 Error

        Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

      • Send Whatsapp message from Whatsapp template with custom variables

        Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use

      • In place field editing for candidates

        Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

      • Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

        Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

      • Default tax type for mileage?

        Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

      • Analytics Portal

        I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy

      • The Social Wall: October 2025

        Hello everyone, As we head toward the end of the year, we’re bringing you a few updates to help give your social media efforts a strong finish. This month, we’re rolling out new enhancements across both the web and mobile app. Post Preview Have you ever

      • Show price book list price

        When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

      • Zoho CRM - Scheduled Reports Which Contain Chart

        Hi Zoho CRM Team, I'm requesting that the Report Export and Scheduling feature be enhanced to include a chart, if one has been created on a report. At the moment I have a report which shows Sales This Week by Deal Owner and a pie chart at the top of the

      • Cliq File Upload

        While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

      • Resizing a Record Template Background Inage

        Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when

      • Analytics : How to share to an external client ?

        We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,

      • How to copy value from a single line field into a picklist field within a module's subform?

        Hello there, I have a single line field in a module's subform. I would like the value in the field to automatically update a picklist field within the same subform (both have items with the same names). Is this possible via function? Unfortunately, workflows

      • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

        Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

      • Constant color of a legend value

        It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

      • What's New in Zoho POS - October 2025

        Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

      • Loan and purchase

        My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

      • Zoho Connect Module in Zoho Trident

        Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

      • Zoho FSM API Delete Record

        Hi FSM Team, It would be great if you could delete a record via API. Thank you,

      • Feature enhancement: Highlight rows based on a cell value

        Hello Sheet users, We're excited to announce a new feature enhacement, shaped directly by your valuable feedback! As you might know, conditional formatting is a great tool for anyone dealing with large data sets. Previously, if you’ve ever wanted to draw

      • File Field Validation

        Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

      • 100 record view limitation

        I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

      • Fillable template with dynamic tables?

        Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figure

      • ZUG Meet-ups are back - Across India (December 2025)

        The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

      • Categorise Attachments

        We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

      • Scheduling a meeting for just a 1:1 phone call

        My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

      • Need more details on API Usage Dashboard

        Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

      • Zoho Desk and Zoho People Integration - is it possible in order to alert whether an agent is available

        Hi, We use Zoho People for our employees to log absence (Paid Time Off etc). I was wondering if it was possible that this information can be shared in to Zoho Desk, so that when allocating a ticket to an agent, if they are on leave there is an onscreen

      • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

        Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

      • Finding missing records

        I have a challenge and I am not really sure where to start with it. I can't find any similar threads on here, can anyone help: I have two forms, FormA and FormB. Both forms have records that contain a field called Job_Number. What I am trying to achieve

      • Power of Automation :: Quick way to associate your Projects with Zoho CRM

        A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

      • Next Page