Share records with your customers

Share records with your customers

Greetings,

I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of their orders, tickets, or requests in real time.

What problem does it solve?

Imagine you have a Customer Support pipeline set up in your Bigin account, where you manage your customer support tickets.

Previously, every time a customer wanted to know the status of their ticket, you had to communicate with them via email or other means, which resulted in back-and-forth conversations just to share basic information.

Now you can generate shareable links to ticket records and share them with your customers directly from Bigin. Customers can visit these links to check the statuses of their tickets in real time—without having to contact you every time. You can control which fields are visible to customers in shared records. Here's how a record will look when a customer views it using an externally shared link:

 

How to get started with this feature

By clicking the pipeline's more icon and navigating to External Sharing, you can enable sharing, choose whether to enable or disable OTP authorization, and edit the fields visible to customers when they access the link.

Users with an administrator profile, or those who have organizer permissions for a team pipeline, can enable the external sharing option for that specific pipeline, as shown below:



Once enabled, you and other users in your Bigin organization will start seeing the share icon in the record's detail page:


You can click on the share icon to generate the shareable link, which you can then send to your customer.

Once the link is shared, your customers can access the public page that shows the record's information using the shared link. By default, the link is secured with OTP-based authorization, which means your customers will receive an OTP on their email address whenever they try to access the record. This authorization layer ensures only the customer can access the shared record. However, you can disable this OTP authorization if desired. 



Once a record is externally shared, the sharing icon turns green. You can unshare a record at any time by opening it, clicking the share icon, and selecting Unshare Record; or you can revoke sharing access for all records in a pipeline by clicking the pipeline's more icon and choosing External Sharing > Disable Sharing.



You can also modify the fields visible to a customer using the Edit Sharing Permission option.



Who can access this feature?

This feature is available in all the paid editions, including trial versions.
To learn more about this feature, please refer to this help document.

That's all for this one! We sincerely hope you find this improvement useful. Please give it a try and leave your feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day!

      • Recent Topics

      • Reopen ticket

        Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the reply

      • Allow Admins to Transfer Ownership of Their Own Files & Folders

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability to

      • Tip#46: Capture accurate log hours

        Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the Timesheet

      • Moving to app-specific authentication for Google integrations

        Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to an

      • Lost the ability to sort by ticket owner

        Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?

      • 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 !

      • Playback and Management Enhancements for Zoho Quartz Recordings

        Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to record

      • Zoho Analytics - Feature Request For Time Based Data Source Fetch

        Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure the

      • Which user's capacity is used for Shared Mailbox storage?

        We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?

      • Inserting the current date / time

        I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p". 

      • Campaign editor overrides href value

        I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,

      • how to add subform over sigma in the CRM

        my new module don't have any subform available any way to add this from sigma or from the crm

      • Bug Report and Suggestions for Improvement in Zoho Applications

        Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

      • Canvas Flex Box containers should not require a width/height.

        Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

      • Zoho Desk Android app update: Filter enhancement, Save Filters

        Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,

      • Very long loading times | bad performance [ZOHO DC: EU]

        Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

      • Zia Profile Summary now supports six languages and responds faster

        After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia can

      • Introducing Zoho Show Android 3.0

        Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaboration

      • Properly Capture Dropdowns & Hover Elements When Recording a Window/Tab

        Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.

      • Peppol integration zoho invoicefu

        Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic

      • Allow Recording Only a Selected Portion of the Screen

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screen

      • Restricting Calendar View to Working Hours

        Hi: I'm trying to implement a calendar which displays all of my customer appointments.  Currently, the calendar shows all 24 hours of the day.  Is there a way to restrict the hours to simply the times my business is open? Thanks!

      • Add Camera Background Blur During Recording

        Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essential

      • Amazon FBA integration - Handle invoice reconciliation under different GSTINs,

        Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders are

      • Whatsapp Integration questions

        Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZO

      • Allow Font Size 11 in Editors...

        That is basic functionality...

      • link mail.zoho.com/UnblockMe to unblock

        Could you please unblock my account heloisa.bomfim@expansaodenegocios.com

      • Unblocked me

        Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.com

      • Integrating External Portal Tickets Into Zoho Desk

        A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visible

      • Show unsubscribed contacts ?

        Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)

      • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

        Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

      • Send WhatsApp voice messages from Bigin

        Greetings, I hope all of you are doing well. We're happy to announce this enhancement we've made to Bigin. Bigin's WhatsApp integration now supports audio messages, so you can record and send voice messages. This makes it easier to handle customer questions

      • CUSTOM FUNCTION GIVE ERROR #EVAL!

        CUSTEM FUNCTION CREATE KYA ZOHOSHEET ME US FUNCTION KO USE KIYA LEKIN DATA TO SAHI HAI LAKIN DATA SHEET ME NAHI LAG LAHA HAI KRUPYA SOLVE KARE MY CODE IS float ADDTWO_TWO(float NO1, float NO2) { ADD = NO1 + NO2; return ADD; }

      • Samsung Keyboard Issues with Notebook

        Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

      • Zoho Books | Product updates | October 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From iOS 26 updates to viewing reports as charts, explore the updates designed to enhance your bookkeeping experience. Zoho Books Updates for Apple Devices At WWDC 2025, Apple

      • Zoho Developer Community Hackathon 2025 is LIVE!

        Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

      • Zoho Books | Product updates | September 2025

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From PayNow payment method to applying journal credits to invoices and bills in other locations, explore the updates designed to enhance your bookkeeping experience. Integrate

      • Zoho Workdrive for Office, "vsto runtime not found"

        Hi all, I have been trying to get ZohoWorkdrive_MS-addin_1.4.exe installed, but I keep getting the error "VSTO Runtime Not Found!" - even though I have installed it ... Anyone else hear had problems with the MS addin?  FYI, I am using O365 on A Dell laptop running Win 10 Home - fully patched and up-to-date.  I have tried compatibility modes and running explicitly as Administrator - the usual steps. Any advice would be appreciated.

      • Can no longer export as pdf

        In NOTEBOOK I am no longer able to export notes to pdfs as I used to be able to. When I hit that command it asks where I want to send it, but no matter what I chose there is no pdf attachment that shows up in order to send. Nothing happens.

      • Emails are going to notification folder and not in inbox

        emails are going to notification folder and not into inbox

      • Next Page