Associate tasks, events and more with records
For each record in your Bigin native app, you can create tasks, call, events, deals, and also associate notes and files. The items that you can associate depends on the module selected. For example, in the Products module, you can associate only deals and files.
- Go to the desired module and click on the record for which you want to add tasks, events, notes calls, etc.
- Click the Add icon.
- Choose the type of record that you want to add: Note, Task, Event, Call, Files
- For notes, tasks, events and calls, specify the details and click Save.
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