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.

If you have information about a record that doesn't make sense to live in one of the fields already available, you'll need to add a new field.

  1. Open up a record in Beacon and enable customisation mode by clicking on the cog in the top right.

  2. Click on the card that you'd like to add the new field to.

  3. Click Create new field on the right:

  4. Give your new field a name, and choose the type of field that you'd like to create. Here's a full list of field types.

  5. Click Create.

  6. Click Save.

For more information, check out the full guide on customising records.

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