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Record types

Record types

Master the different record types in no time!

David Simpson avatar Ben Cook avatar Luke Marlowe avatar +1
17 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
Ben Cook avatar
Written by Ben Cook
Updated over a week ago
Core record types

The people record type

Store everyone involved in making your organisation a success
Luke Marlowe avatar
Written by Luke Marlowe
Updated over a week ago

The activities record type

Tracking your day-to-day activities and communications as an organisation
Niamh O'Leary avatar
Written by Niamh O'Leary
Updated over a week ago

Working with tasks

Beacon's in-built to-do list - how to view and create tasks manually or via Beacon forms
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Working with campaigns

Track ongoing and historic outreach, fundraising, and event based campaigns - managing, creating and customising campaign records
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

What are campaign members?

Linking people to campaigns - store and track campaign-specific information for a person or organisation.
Ben Cook avatar
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
Ben Cook avatar
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
David Simpson avatar
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
Ben Cook avatar
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.
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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
Ben Cook avatar
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.
Ben Cook avatar
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
Ben Cook avatar
Written by Ben Cook
Updated over a week ago
Grants

Working with grants

Manage your organisation's funding applications through their entire lifecycle
Ben Cook avatar
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
Ben Cook avatar
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
Ben Cook avatar
Written by Ben Cook
Updated over a week ago
Cases

Working with cases

Create and manage case records
Ben Cook avatar
Written by Ben Cook
Updated over a week ago