We heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm must
Trigger workflow based on email status
It would be great to be able to trigger a workflow based on the status of an email sent from within Bigin. For example, I would like to create a workflow that generates an email alert or creates a task after a contact opened an email and did not respond
Data export enhancements
Greetings, Previously, exporting data in Bigin would download all fields in the view. With this enhancement, however, you can select the specific fields you want to export. Let's say you only want to download the customer's details, such as their name,
issue with zoho.bigin.attachFile function
Hi , By using this snippet to attach a file to the deal, // to fetch file from the cloud using invokeUrl task fileVar = invokeurl [ url :"https" + file type :GET ]; //Upload an attachment *** resp3a = zoho.bigin.attachFile("Deals",dealId,fileVar,"webhookentrant__zoauthconnection");
how to add a button on bigin template email editor
Hi Is there a way to add a button on bigin template email editor ? By using table component, I obtain this kind of result, Not very user friendly
Sending an email to a Supplier in Bigin
Hello, May I ask whether emails can be sent from the Supplier module? I can't see they can, as the supplier information is stored here including their email contact, I can't see this can be clicked on for an email to be sent. Thank you Hayley
How to keep image on imported html template
Hi , I have imported a template via html insert. Everything was fine after import, I even sent emails using the template. After a few days, all images are no longer present in my template. Why is this?
Issue with zoho.bigin.updateRecord function
Hi , By using this snippet to update deal status, //Delete-Update status existing Deal before creating a new (to avoid duplicate) *** info "isEmpy : " + resp0.isEmpty(); if(resp0.isEmpty() == false) { dealId = resp0.getJson("data").getJson("id"); record
Sort contacts within company?
Is there a way to sort contacts within a specified company in the Bigin app? I’d like to be able to select a company/customer, and then sort the specific contacts i have at that company by a variable. I can’t see how to do this and i fear it’s not possible.
Problem retrieving the record ID
Hello, I have a case containing 2 tasks. I would like to set up an automated system to determine the status of a case on the basis of the statuses of 2 associated tasks. Here is the use case, When a user updates the status of a task, 1- retrieve the record
Bigin Version and Zoho One
We are a Zoho One subscriber and are looking at a more simplified solution for our sales team. Bigin seems to fit the bill and I thought it was included in Zoho One, but every time I try to do anything complex I'm told I need to upgrade. Is this normal?
Is Zoho down?
I'm trying to send an invoice out through Bigin, and it just spins and I get an error. I also cannot send an email from bigin.
Adding a mark up to a supplier cost
Hello, Bigin allows you to enter a discount to a supplier cost but I cannot see there is an option to add a mark up, can you confirm whether there is a way to do this? Thank you Hayley
Slow reaction time or not registering double clicks
Hi, sometimes Bigin doesn't seem to react to clicks immediately. This is most noticeable when you try to open a company or contact record by double clicking You click and click and click and click and nothing happens. Refresh the site and then maybe it
Facebook Lead ADS integration
Hi Bigin Team. I would like to propose 01 integration that can greatly improve Bigin without changing its basic characteristics. It would be the integration with the Facebook and Linkedin Forms. It is common for marketing teams to capture leads in form
Locate Nearby clients - contacts - companies
Hi I would like to leave a suggestion so that Bigin CRM help the users in locating nearby clients -contacts ou companies . As sales rep and always on the move would be great to have this feature to locate a contact nearby in which the app bigin uses location
Assign owner actions in workflows
Greetings, Previously, in Bigin, you could assign owners by updating the appropriate field. However, this method only allowed you to choose one owner at a time. To enhance this process, we've introduced a new Assign Owner action, which enables you to
Important announcement regarding Gmail's new Email sender guidelines
What is this announcement about? Google has recently announced a new set of guidelines for sending emails from/to Gmail accounts, which will come into effect from tomorrow, Feb 1, 2024. They're enforcing stringent authentication requirements to improve
Problem with date format
Hi I use the snippet for each echeance in echeancierList { dueDate0 = echeance.getJson("Echeance_dt"); dueDate = dueDate0.tostring("YYYY-MM-dd"); info "input : "+dueDate0; info "output :"+dueDate; } expected result input : 31/01/2024 output : 2024/01/31
Bigin Form with reCAPTCHA not working
I created a form in Bigin and added Google's reCAPTCHA and all looks good until I insert it into my webpage. I have added both my domain and the crm.zohopublic.com domain to the reCAPTCHA domain settings, but on my webpage it gives the following error:
Deleting emails from a contact's email history
How do I delete specific emails from under the email tab in a contact? Outlook is synched to Bigin and the emails we want to delete from the Bigin contacts have now been deleted from the outlook inbox. The reason we want to do this is because we had quite
Enhancements to List View
Greetings, We’re happy to announce a set of enhancements to the List View, which gives you more flexibility in personalizing how you view data inside Bigin. It introduces a more refined and interactive interface, optimizing the user experience for efficient
Criteria for KPI & Dashboard on Contact & Pipeline automatically overwritten on editing
Hi, I have set up a KPI based on module Contacts and on a specific Pipeline. When I just edit the builded KPI, by default my criterias are overwritten automatically without I do any change. The specific Pipeline is replaced by "All Pipelines" and this
invalid DATA : error maximum decimal place
Hello, When creating a Deal with associated products, I have a technical error with the Amount data, but I don't understand what the problem is. Any help would be appreciated. request : {"Deal_Name":"FC24-10","Stage":"A régler","Sub_Pipeline":"Echeancier
Relate contact to deal via Rest API
Hi everybody, Someone know witch is the best way to relate contact with deal in Bigin via API? I tried method explained in documentation but system return the following error: DOC reference: https://www.bigin.com/developer/docs/apis/update-related-records.html
Dashboard Drill Down
Greetings, Previously, in Bigin's Dashboards, the Charts, Target Meters, and KPIs were static, which meant you could only view the data overview. However, with this new enhancement, you can now not only view the overview but also access the underlying
Change/add product "category" type in Bigin????
Hi, how does one change/add a product category in Bigin. I only see "Hardware Software or CRM Application" as the options and no field customization. thx!!
How to upload an attachment with API
Hi, I'm trying to add from api a url link type file to a deal, but I've got a status code of 400. Could you tell me what's wrong with my request, please? I have checked that url is valid { "data": [ { "File_Name": "pdfmonkey", "$type": "Link URL", "$se_module":"Deals",
How to have access Associated_Products datas to build KPIs ?
Hi, I want to set up a KPI on the 5 best-selling products over different timeframes (week, month, year). To do this, I have datas in the pipeline in the Associated_Products Object, including : - productId - Quantity - Total - Created_Time Unless I'm mistaken,
Data Total in Associated_Products Object is not used
Hello, Although Total data in Associated_Products object is entered in the database, no information is displayed in the Products tab of the deal. What is the purpose of the Total data in the database?
Clone entire dashboards
If users want to customize a dashboard that is used by other team members, they can't clone it in order to customize the copy. Instead they have to create the same dashboard again manually from scratch. Suggestion: Let users copy the entire dashboard
Org edit and details view - Bigin - Android
Hello everyone, In the most recent update of the Android version of the Bigin app (v1.6.10), we have included support for the functionalities mentioned below: 1. Edit and view organisational details This functionality allows you to edit and view the details
Organization Email
Good day, We would like to prevent that customers will use personal email addresses to send regular emails that we would like to receive in the general inbox. How can I set the Organization email-address as default sender for all users? Kind regards,
How to summarize quantities of sold products by grouping by category
Hi, I have a list of sold products and quantities. Product Name = Category+Suffix I want to summarize the sold quantities by Category. Is there a function Deluge to do this ? From : {"productName":"CategoryA_suffix1","quantity":"QA1"}, {"productName":"CategoryA_suffix2","quantity":"QA2"},
How Do I Integrate IndiaMart with Bigin?
I want to integrate my IndiaMart business profile with Bigin. How Can I do that? I want each and every lead coming from IndiaMart into the Bigin Contacts.
Review of the Bigin tool test phase
Hello, I spent 2 weeks testing the Bigin tool for a small company. Getting to grips with the core features (file import, data manipulation, connection with the mailbox, setting up a call campaign) wasn't too difficult. The developer console, on the other
How to link two deals in different Sub Pipeline ?
Hi , Bigin allows to link a deal with products. Is it possible to link a deal with another deals (children) which they are in a different Sub Pipeline ?
All Deals are missing in Sales pipeline
Hi, I have the impression that there's a problem at the moment. No deal is displayed in Sales pipeline. The problem only concerns this pipeline. Is there an incident in progress?
Probability field is behaving in very odd manner
Even though I have not been filling in the probability field, I just noticed that all my deals have a % shown in that field, with apparently random amounts. Any idea what is going on? Again, I have not entered anything so this field should be blank. A
contact and company the option for activities to display all the information in one place
Hi In company and contact activities. Besides having 3 options in the TAB> activities> Tasks, events and calls Is there a possibility to have 4th option tab where it includes all 3 options (tasks, events, cal) under one TAB. For the option desktop and
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