Basic customization
With Bigin, you have the flexibility to customize your CRM according to your preferences. You can rename modules and fields, as well as create new fields to match your specific needs. This allows you to make Bigin feel like your own and tailor it to your unique business requirements.
To rename a module
Contacts, Companies and Products modules can be renamed. Let's rename the Products module to "Property".
- Go to Settings
and then Fields.
- Click the edit icon next to Products module.
- Enter the plural and singular forms of the module name as 'Properties' and 'Property'.
- Click Save.
To create a field
To accommodate your unique business requirements, Bigin offers custom fields to capture data. For example, the Properties module does not have a field to capture the address of the property so let us create a custom field to add to the existing setup.
- Go to Settings
- Click the Customize Fields link at the bottom of the box.
- Click +Custom field button.
- Enter the field label as 'Address' and choose Text as the field type.
- Mark the field as mandatory.
- Click Save.
See Next
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
What are unique reference fields?
Unique fields help Bigin identify the parent record of the record that is being imported. For example, the Contact Name field in the Deals module identifies the record in the Contacts module that the deal is associated with. A list of standard ...How to enable custom haptics?
To enable custom haptics 1. Open the Bigin app on your iPhone. 2. Tap the More icon at the bottom right of the screen. 3. Select Settings . Under "General", you can find the title "Custom Haptics". 4. Enable custom haptics by tapping the toggle ...Modules and Fields
Modules Modules in Bigin let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Pipelines. The data in these modules is stored as records and the information in each record is stored in fields. The ...Default fields in a module
The following table gives a list of supported fields in the appropriate modules along with their description. Contacts Field Name Description Data Type Maximum Limit Contact Info First Name First name of the contact. Text Box Alphanumeric (40) Last ...Basic Terminology
Before you start exploring the product, it will be helpful to familiarize yourself with the following terminology to get you up to speed. Modules All the data in your Bigin account is categorized into groups such as Pipelines, Contacts, Companies, ...
New to Zoho LandingPage?
Zoho LandingPage Resources