Default module and fields

• Contacts
  
• Companies
  
• Deals
  
• Activities
  
• Task
  
• Events 
  
• Call
  

Contacts

Custom fields

Types of custom fields

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. Login to Bigin with administrative privileges.
   
2. Go to Setup > Fields.
   
3. Select the module (Contacts/Accounts/Deals) of your choice and click on the custom fields tab.
   
4. Click + Custom Field.
   In the Create Custom Fields popup do the following.
• Enter the Field Label.
  
• Select Text from the field type drop down list.
  
• Choose Single Line or Multi Line from the sub type drop down list.
  
5. You can mark the field as required by enabling the Required field checkbox.
   
6. Click Save.
   

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.

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. Login to Bigin with administrative privileges.
   
2. Go to Setup > Fields.
   
3. Select the module (Contacts/Accounts/Deals) of your choice and click on the custom fields tab.
   
4. Click + Custom Field.
   
5. In the Create Custom Fields popup do the following:
   
• Enter the Field Label.
  
• Select Picklist from the field type drop down list.
  
• Choose Single Select or Multi Select from the sub type drop down list.
  
• Enter the picklist value.
  To add a new value click the + New button and add the new value.
6. You can mark the field as required by enabling the Required field checkbox.
   
7. You can also show picklist value in ascending order by enabling the checkbox.
   
8. Click Save.
   

• Add Custom Fields
  
• Edit Custom Fields
  
• Mark a Field as Required
  
• Remove/Delete Custom Fields
  

Add Custom fields

1. Login to Bigin with administrative privileges.
   
2. Go to Setup >  Fields.
   
3. Choose Contacts, Companies, or Deals module for which you would like to create a custom field and select custom fields tab.
   
4. Click + Custom Field.
   
5. In the create custom field pop up, specify the field name and choose the type of field from the drop-down list.
   
6. Click save to create your field.
   Click save and new to save this field and create a new custom field. 

Edit Custom fields

1. Go to Setup >  Fields.
   
2. Select the module (Contacts/Accounts/Deals)of your choice and click on the custom fields tab.
   
3. Click the edit icon against the custom field that you would like to edit.
   
4. Enter the new field name and click Save.

Delete Custom Fields

1. Go to Setup >  Fields.
   
2. Select the module in which you would like to delete a custom field.
   
3. Click the delete icon against the custom field that you would like to delete.
    

1. Go to Setup >  Fields.
   
2. Select the module in which you would like to mark the field as mandatory.
   
3. Toggle the mandatory switch On against the field of your choice.