Modules

• Contacts
  
• Companies
  
• Pipelines
  
• Products
  
• Activities
  
• Task
  
• Events 
  
• Call
  

Working with modules 

Rename modules

You can rename the modules. Let's say you refer to Contacts as Customers in your org. You can rename the Contacts module to "Customers".

Pipelines module cannot be renamed

To rename a module

1. Log in to Bigin with administrator privileges.
   
2. Go to Settings and then Fields.
   
3. Click the edit icon next to the desired module.
   
4. Enter the plural and singular forms of the module name.
   
   
5. Click Save.
   

Fields

Fields hold information about a record. There are two types of fields in Bigin: default fields and custom Fields.

Default fields

1. Go to Settings and then Fields and select the required module.
   
2. Click the more icon and then Delete.
   
3. Click Move to Unused fields in the pop-up. 

You can access these fields by going to the Unused Fields section of the module.

1. Go to Settings and then Fields.
   
2. Click on Customize Fields and you will find all the Unused Fields. 
3. Click and drag on the fields to add them. 
   
   

Custom fields

Types of custom fields

# represents fields that can be marked unique.

Single Line

It is a small box which allows you to enter single line of text. The text can be 255 Characters long. (Including blank space, symbols, etc.)

Multi Line

It is a large box which allows you to enter multiple lines of text. Pressing  Enter/Return  button on your keyboard takes the cursor to the next line for you to enter your text. It can be used for entering description, comments, etc.

1. Single Select  - Only one value can be chosen from the picklist.
   Let's say you run an insurance company and James (your contact) wants to avail an Auto Insurance. You go to his record and select Auto Insurance from the insurance type picklist field, which displays a list of other type of insurance you offer.
2. Multi Select - Multiple values can be chosen from the picklist.
   Let's say you own an electronic store and offer accessories as well. Your contact Abigail wants to purchase a Laptop and accessories such as Headphones, Speakers, Webcam. You go to her record and select ABC Laptop in the Product field and select the above Accessories from the multi-select picklist.

1. Add your own picklist values one by one.
   
   
2. Add you own picklist values in bulk by clicking on the Options in Bulk button.
   
1. Load pre-defined options like days of the week, time zones, countries etc.,
   
   
2. Type your own options
   

Lookup field helps link two records from different modules. Let us assume you want to associate your vendor company and the customer's company to a pipeline record (deal). Here, you can create a custom look up field to associate the Companies module with the Pipelines module.

The related list section will appear in the details page of each Company record. It will show the list of pipeline records linked through this lookup field with each company.

Lookup fields cannot be created for Tasks and Events.

User

Available for paid and trial edition - Premier, Zoho One

User field helps provide multiple ownership to a record. For instance, some high value pipeline records involve collaboration with peers and during such instances multiple users would need access to update, modify, add or delete record details. So, this field will provide the users the same privileges as the record owner. 

             

Edit custom fields

1. Log in to Bigin with admin privileges.
2. Go to Settings and then Fields and select the required module and then the required field.
3. Click the edit icon.
   Make the required changes.
4. Click Save.

Delete custom field

1. Log in to Bigin with admin privileges.
2. Go to Settings and then Fields and select the required module and then the required field.
3. Click the more icon and click Delete.

Rearrange fields in a module

1. Log in to Bigin with admin privileges.
2. Go to Settings and then Fields and click Customize Fields.
3. Click and drag on the field to rearrange.
4. Click Save.

Notes:

1. Field type and sub type cannot be modified once a custom field has been created. 
   
2. Availability :
   
1. Express - 10/Module
   
2. Premier - 25/Module