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Customising the sidebar

Re-order and organise the record types you want to regularly and easily access, and hide the ones you don't

Updated over a week ago

Heads up! This is a guide for admins. If you're not an admin yet, ask your Beacon admin to promote you so you can start managing fields.

The sidebar in your Beacon database is, quite simply, a list of record types that you can easily access.

You can re-order the tabs in the sidebar, hide ones you don't need, or add to the sidebar any new record types you've created.

Head to Settings > Sidebar to make any changes.

Customise sidebar

You can also create sections, which you can use to group your tabs into convenient lists which will appear as dropdowns in your sidebar.

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