Discover related products for contacts and companies with new topping

Discover related products for contacts and companies with new topping

Greetings!

We hope you're all doing well.

We've heard your request for an easier way to view products associated with a contact or company—without having to open and go through every deal individually. To help you achieve this, we're happy to introduce the Related Products topping in Bigin.
This topping adds a new related list to your contact and company records detail view. Once installed, it automatically pulls products from associated deals into one clean, filterable view, right inside the record.

With this topping, you can now get a quick overview of products associated with a contact or company without having to jump between multiple deals.

How to install

Choose your region and click the corresponding link below to install the topping in your Bigin accounts from Bigin Marketplace:
  1. Install for US DC 
  2. Install for IN DC 
  3. Install for EU DC 
  4. Install for AU DC 
  5. Install for CA DC 
  6. Install for JP DC 
  7. Install for CN DC 
  8. Install for SA DC
  9. Install for AE DC 

How it works 

See all products at a glance

After you installed the topping, open any contact or company record and go to the Related Products section in the detail view.

Here, you'll find every product line item from every deal associated with that record. The list includes details such as product name, pipeline, sub-pipeline, stage, quantity, and amount, which provides you a complete view of the products associated with a contact or company.


Summarize by product (default view)

When you open the Related Products section, the products are in the Group By Product view by default, which means they're grouped by product name. The quantities and amounts are also aggregated across all deals. This makes it easy to get a quick answer to questions like:

"How many units of Product X has this company bought in total?"

For example, if the same product appears across multiple deals, you don't have to add up the quantities or amounts manually; the default view provides you with the consolidated numbers at a glance.


Switch to deal-level split view 

Want to see the individual deals behind those numbers?

Simply switch to the Split By Deal view to expand each product line item by deal. This enables you to see exactly which deals contributed to the product totals, along with the relevant pipeline, stage, and sub-pipeline information for each row.

This is particularly useful when you want to move from a high-level product summary to the deal-level details behind it.


Filter by pipeline, sub-pipeline, and stage 

Use the Pipeline tabs at the top to focus on a specific pipeline.

You can also use the column-level filters to drill down further by sub-pipeline or deal stage. This makes it easier to narrow down the information—for example, to separate products associated with active deals from those with closed deals, or to compare product activity across different pipelines.

With these filters, you can quickly move from a general overview to a more focused view based on your sales process.


Let's look at an example

Sarah runs a wholesale distribution business. Before a call with Bailey and Co., she opens their company record and checks the Related Products section. Within seconds, she can see all the products they've been quoted or sold, along with the total quantity and revenue for each. She can also switch to the deal-level split view to see the individual deals, along with their pipeline, stage, and sub-pipeline details—all without going through each deal separately.

We hope the Related Products topping helps you get a clearer picture of your customers and their related products, without the back and forth between individual deals.

Give it a try and let us know what you think in the comments section below. We'd be happy to hear your feedback and suggestions.

Thanks, and have a good day!

    • Recent Topics

    • Admin Logging in as another User

      How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

    • OpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ

      OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the

    • Free webinar: Zoho Sign for Microsoft apps

      Hello, Did you know Zoho Sign works right inside the Microsoft apps you already use? A signature request shouldn't mean leaving Teams for another tab, or downloading an Outlook attachment just to sign it. Zoho Sign integrates with Microsoft 365, Teams,

    • Billing Status and WO Status Field Colors -

      Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system

    • Introducing throw statements in Deluge

      Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

    • Zoho Notebook、実はこんなところから使えます

      ユーザーの皆様、こんにちは。ゾーホージャパンの田村です。 前回に続き、今回もZoho Notebookをご紹介します。 関連情報 メモの保存場所、見直しませんか？― Zoho Notebookで始める情報管理 仕事中、「この内容、メモに残してあとで見返したいな」と思う瞬間はありませんか？ 会議中の一言、お客様とのやり取り、CRMで見つけた気づき、 ほんの数秒で終わる内容だからこそ、「あとで書こう」と思って、そのまま忘れてしまうこともあります。 そこで今回は、PCやスマートフォンはもちろん、普段お使いのZoho製品からもすぐにアクセスできるノートアプリ「Zoho

    • I have been looking for CVID to get segmate list where & how can fnd it?

      I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?

    • How do I increase the email attachment size in Zoho CRM ?

      It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

    • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

      Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

    • Subforms and automation

      If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

    • Cannot format "start date" field in Zoho Flow

      I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • Add ZeptoMail to Zoho One

      Hi Zoho Team, I would like to request that ZeptoMail be added as a fully included application within Zoho One. Why this is important Zoho One is positioned as a unified business operating system that brings the applications an organization needs under

    • GETTING THERE THANKS

      So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books with

    • Time Zone is incorrect

      Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.

    • CRM wants to access other apps and services on this device (Documents area)

      Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhere

    • Custom module - change from autonumber to name

      I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.

    • How can I populate dropdown data with information from another source or app?

      I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

    • Dynamic Field Folders in OneDrive

      Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same

    • Zoho Tables is now available in Zoho One!

      Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.

    • Getting there -thanks

      So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books with

    • Automatically remove commas

      Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

    • #3 Making it look like my business

      Day 3: Meera had created her first invoice. The numbers were right, but something still felt unfinished. Her studio name was there, but the address did not look the way she wanted. Her logo was missing, and the invoice did not really feel like it came

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Scan & Fill with double quote key/value pairs

      Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}

    • Increase the "Maximum Saved Entries per User" Options Limit

      Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

    • HEIC File Type Viewer

      Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it

    • Map Dependency Upgrades in Zoho CRM

      Map Dependency Fields enhancements are now available across all DCs. Hello everyone, We’ve introduced a set of enhancements to Map Dependency Fields to make setup simpler, faster, and more intuitive. Map Dependency helps control how values appear across

    • Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

      I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

    • Programmatic Itemized Expenses?

      It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?

    • Zoho Forms Submission URL

      Hi Zoho, It would be great to have a URL which can take us to specific form entries. For example: https://forms.zoho.eu/ACCOUNTNAME/report/FORMNAME/records/UNIQUE-REF I currently have a use case where I want to use Zoho Flow to create a module entry in

    • Optional Parameter in Deluge Sendmail function to link email to record

      I love sendmail - it offers flexibility (and, with standalone functions, commonality with minimal maintenance) over the years the templates hadn't offered. I understand the templates have come a long way, but I still prefer sendmail most days. That said...

    • Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support

      Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified

    • 📣 And the Bigin Customer Award winners are...

      50+ entries. Customers from across the globe. So many great Bigin stories. And now, it's time to celebrate the people who stood out. We launched the Bigin Customer Awards to see how businesses are using Bigin in their own unique ways, and you did not

    • Report Configuration - Unable to select "File_Upload" under Supporting Document

      Good day everyone. I encounter this issue whereby i have difficulty to select "File_Upload" under Supporting Document when i configuring my report. Ps: I have create Supporting Document in Zoho creator form as subform and the add this "File Upload" inside

    • Zoho CRM Multi-select values not translated

      Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values.  Please, help me to undestand, is

    • Go Multilingual with Instant Bot Auto-Translation

      Imagine you run a travel company with customers across different regions. Your website chatbot helps visitors discover travel packages, answers questions, and makes bookings. As your business expands into new markets, you want to offer the same experience

    • Create Flexible Layouts with Layout Rules

      In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.

    • Zoho Sites after login page blank

      after i login to zoho sites, it stalls at a blank screen please help

    • Map My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action

      Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,

    • Next Page