Creating new record types

Creating new ways to store data that doesn't fit in the Beacon core record types

Updated over a week ago

Note: Custom record types are available on the Standard, Premium, and Ultimate plans.

All data stored in Beacon is simply stored as a "record" of a certain "type". Your Beacon database comes pre-packaged with a number of core record types, including:

  • Person

  • Organisation

  • Task

  • Payment

  • Subscription

  • Grant

  • Legacy

  • Fund

If you have data that you'd like to save that makes sense to fit into any of the above, you should customise those existing record types.

Got some data that's different? Read on!

Note: Only admin users can customise your Beacon record types.

Create a new custom record type

  1. Go to the record types page

  2. Scroll down to the Custom Record Types section and click Create record type.

3. Enter a singular and plural label for the record type - e.g. "Building" and "Buildings".

4. Search for an icon by typing some keywords. (Note: we'll be adding a lot more icons soon!)

5. Click Save Changes.

6. The new record type has been created with a few default fields - but of course, you can customise these! See customise record types to learn more.

7. Now your record type has been created, you may want to update the Primary field to better suit the information you'll be storing in the record, and the custom fields you may have created. To update this, go to the Settings > Record types page, and select the record type you created.

8. Scroll down to the Primary field dropdown - you can then choose a field from the dropdown to serve as your new Primary field. Once you've selected, click Save Changes

Did this answer your question?