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Record types
Record types
Master the different record types in no time!
+1
18 articles in this collection
Written by
David Simpson,
Ben Cook,
Luke Marlowe
and 1 other
Record types overview
Summary descriptions of all available record types in a Beacon account
Written by
Ben Cook
Updated this week
Working with fundraising pages
Track who is raising money for your organisation
Written by
Niamh O'Leary
Updated this week
Core record types
The people record type
Store everyone involved in making your organisation a success
Written by
Luke Marlowe
Updated this week
The activities record type
Tracking your day-to-day activities and communications as an organisation
Written by
Niamh O'Leary
Updated this week
Working with tasks
Beacon's in-built to-do list - how to view and create tasks manually or via Beacon forms
Written by
Ben Cook
Updated this week
Working with campaigns
Track ongoing and historic outreach, fundraising, and event based campaigns - managing, creating and customising campaign records
Written by
Ben Cook
Updated this week
What are campaign members?
Linking people to campaigns - store and track campaign-specific information for a person or organisation.
Written by
Ben Cook
Updated over a week ago
Adding people in bulk to a campaign
Create related campaign member records for multiple people at a time
Written by
Ben Cook
Updated over a week ago
Events and ticketing
Working with events
Creating events in Beacon, using event registration forms to sell tickets and linking people and payments to events
Written by
David Simpson
Updated over a week ago
What are event attendees?
Link your people to events - track and store event-specific information for a particular person
Written by
Ben Cook
Updated over a week ago
Emailing and printing event attendees
Finding attendees - exporting, emailing and printing a list of people attending your event.
Written by
Ben Cook
Updated over a week ago
Payments
Payments vs subscriptions
The key differences between payments and subscriptions, and how they relate to each other
Written by
Ben Cook
Updated over a week ago
Allocating donations to funds
Restricted or unrestricted funds? How to indicate in Beacon where donations should be spent.
Written by
Ben Cook
Updated over a week ago
Funds vs campaigns
The key differences between funds and campaigns - tracking where donations came from vs where they will be spent
Written by
Ben Cook
Updated over a week ago
Grants
Working with grants
Manage your organisation's funding applications through their entire lifecycle
Written by
Ben Cook
Updated over a week ago
Legacies
Working with legacies
Storing and managing larger gifts left to you in a donor's will
Written by
Ben Cook
Updated over a week ago
Volunteers
Working with volunteers
Managing applications, tracking hours and shifts, and collecting important information with Beacon forms
Written by
Ben Cook
Updated over a week ago
Cases
Working with cases
Create and manage case records
Written by
Ben Cook
Updated over a week ago