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
in contact and company the option all emails not showing the emails
Hi I notice when we want to see all the emails for all contacts it does not show up. This happens to option tab contacts and company. If you want to see the emails and you have for example 5 contacts you have to choose one by one.
Issue concerning the link between a deal and a task
Hi, I try to link a new task to a deal. I get a 200 code_status but the created task is not linked by using DRE function. Shoud I try with invokeUrl and api ?
set up of Begin Zoho for new Architect and Construction Company
I just started an Architect and Construction company. I get confused while configuring, about the terminology for making the services like planning, designing, construction etc. customer, types of services about apartment, residential, hospital etc. Can
Why some Deals are displayed only on Activities Tab ?
Hi, Some Deals created by api are displayed on activities Tab but not on Pipeline Tab. What is wrong ?
How to format a date
Hi , I don't manage to convert a date in 15/12/2023 format to 2023-12-15. I've tried using the toDateTime function without success. dueDate0 = echeancierList.getJson("Echeance_dt"); dueDate = toDateTime(dueDate0,"yy-MM-d"); Any help would be appreci
How to map a variable associated to a trigger
Hello, I would like to map the ID of a record associated to a trigger (when a task is updated, for example). To do this , - I have builded a custom function associated to the module "Tasks". - I use the getJson Deluge function on the argument "task" which
Issue concerning enable notification
Hello, I triggered a call api via make.com to activate notifications from Bigin to a webhook. Then I created a contact from Bigin. A notification is expected to the webhook. But no message arrives from Bigin. I've checked that the webhook is working properly
Bigin Android app update - Deep linking
Hi everyone! In the most recent update for the Android version of the Bigin mobile app (v1.6.8), we have introduced support for the below mentioned functionalities: i) Deep Linking: Deep Linking in Bigin offers a seamless and efficient way for you to
Pipeline & SubPipeline datas missing when record created by the function zoho.bigin.createRecord
Hi When I use the zoho.bigin.createRecord function to create a deal, I get a sucess status code in response. But unlike manually created records, the Sub Pipeline is not saved when I use the Bigin function (even though the data is present at the input
Issue concerning sandbox connection link
Hi, Using a link connection for the sandbox gives an invalid result. In fact, I created two connection links (one for production, one for the sandbox). When I test the connection for the production from the developer console, I get a valid result : When
How do I make table borders invisible in Bigin's Template Editor?
Hi, I've imported an HTML template into Bigin. Next, I want to add 3 images on the same row, so I'm creating a table with 3 columns et 1 row The problem is that I can't hide the borders of the table. Do you have a tip for this? I precise that the options
Incomplete extraction of deals based on a single criteria
Hello, Using the query below, I expected to retrieve all the deals in the sandbox But the sandbox tests were inconclusive. I only retrieve the deal installed by default (Zylker), and the other eligible deals I've created are not extracted. Any idea what
Issue concerning the invocation of a webhook in a custom function
Why can't I invoke a webhook in the custom function below?
Issue concerning Authorization Request
When I try to create my authorisation request with the url I get this error message Via Postman I have this result However, I'm using the client ID generated when the client was created on the API console
How to add a view in a browser link to a Bigin mail template
Hello, Is it possible to add a view in a browser link to an email created in Bigin?
How do I update a record on bigin from a webhook configured on the developer console?
Hello, On zoho flow , there are webhook and url poolling triggers that allow you to update a record in bigin. Is there an equivalent on the developer console?
Select Team Pipelines during data migration
Greetings, Previously, when migrating data from another CRM to Bigin, pipelines that were migrated from the source CRM would be nested in the default Team Pipeline configuration in Bigin. With this new enhancement, you can select which Team Pipelines
Universal links - Bigin - iOS
Hi everyone! In the most recent update of the iOS(v1.8.4) version of the Bigin mobile app, we have introduced support for Universal links. With 'Universal Links', Bigin offers a seamless and efficient way for you to navigate directly to specific sections
WhatsApp Marketing Automation via Bigin
LEVEL UP YOUR MARKETING AUTOMATION! Introducing WhatsApp on Bigin by Zoho CRM Cleanomatics Solutions, the fastest emerging partner of Zoho, whose primary focus is on CRM solutions for SME's, has recently launched a unique integration solution to connect
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
Explore Bigin APIs in Postman
Hello all! We're thrilled to introduce our new Bigin API Postman collection, tailored to make your API testing experience smoother than ever. If you're already familiar with Postman, you know it's a widely used tool in the API ecosystem that provides
Set delas as priority in stage of pipeline
Is there way to set a priority stage for a for deal in certain pipeline deals. For example I have pipeline stage for example " client received email deal" and I want to choose some deals that are more important to stay always on first plan for when I
More options for user role configuration and for sharing data
We are currently moving from another CRM to Bigin and to be honest, the role configuration is becoming a bit of a headache for us. There are simply not enough options to configure the roles as needed. Users that are in different roles but on the same
Can i integrate bigin with google voice?
I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad
unable to connect Bigin to IMAP
I actually connect and Bigin gives me a message saying configuration successful, however I cannot receive incoming emails. I know they are connected to a contact, and I can send outbound email just fine, but no matter what I do I cannot get inbound. Any
Mobil calender | Dark mode for web
Hello! How to set the calendar to start on Monday? When will the calendar be available in the mobile application? Will there be a Dark mode for the web system? Thanks
Separate 'pipeline record' permission for each 'team pipeline'
It would be useful if we could manage 'pipeline record' permission for each 'team pipeline' separately. For example: I want that the user can Create, View, and Edit 'pipeline records' for 'pipeline A', but the same user should be allowed to only Create
Create email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent. We understand of course that every crm works a bit differently. However, here is why we think this is an important feature
IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE
I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD
#BiginnersTips | How to avoid duplication in your Bigin account
I'm thrilled to bring you an invaluable tip this month. Data duplication often poses a challenge in CRM tools, impacting accuracy and efficiency. Today's tip is your solution to combat duplication in your Bigin account. Get ready, because here are two
Parent Company
I work with a lot of companies that are owned by a Parent Company and would thus like to track the parent company as well as the company itself. Can I set up a field that is called "Parent Company" and have that field allow choices from those companies
Link entries in timeline to activities
Currently the timeline simply shows a list of the different types of activities with the time, date and contact details. However, those entries are not linked to the activities. So for example, you see that a call has been made or email has been sent
BIGIN is 100% TRASH
I cant even believe this is a solution! Its if Bigin was released to piss you off and force you into Zoho CRM which is super convoluted. Bigin looks streamlined and amazing, however, the dev team has no idea what they are doing! For example, 1. No inbox
Search Functionality within the email Tab
Hi team, I'd like to request a search function to have a search box whenever in the Emails tab of a record in Bigin, so that you could type a search entry and it would show relevant emails that contain that term. Often, we have some records with a large
Have Bigin have the ability to read file format .msg to quickly preview attached emails to a post (without needing to download file)
Hi there, I'd like to request a feature update which would allow Bigin to be able to read .msg (downloaded email files) from the notes preview section. Often, we would attach emails that are linked to a note, so it would help productivity to be able to
How to not display decimals
I need the get rid of the the decimals on deals, price, dashboard and everywhere.. See attached screenshot. Thank you
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