Managing your database

Beacon for admins. How to configure and manage your database.

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21 articles in this collection
Written by Chris Houghton and Ben Cook

Moving data from one place to another

Move data between fields on the same record, or change People records into Organisation records
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Written by Ben Cook
Updated over a week ago

How to edit a field

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Written by Ben Cook
Updated over a week ago

Customising records & fields

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Written by Ben Cook
Updated over a week ago

Create/add a new field

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Written by Ben Cook
Updated over a week ago

Field types

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Written by Ben Cook
Updated over a week ago

Smart fields

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Written by Ben Cook
Updated over a week ago

Helpful smart field examples

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Written by Chris Houghton
Updated over a week ago

Rollup fields

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Written by Ben Cook
Updated over a week ago

Using salutations in Beacon

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Written by Ben Cook
Updated over a week ago

Working with dates in smart fields

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Written by Ben Cook
Updated over a week ago

Card: List of related records

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Written by Ben Cook
Updated over a week ago

Card: List of fields

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Written by Ben Cook
Updated over a week ago

Card: Lookup list of fields

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Written by Chris Houghton
Updated over a week ago

Card: Summary metric

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Written by Ben Cook
Updated over a week ago

Card: Chart

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Written by Chris Houghton
Updated over a week ago

Auto-number fields

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Written by Ben Cook
Updated over a week ago

How to change dropdown list options

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Written by Ben Cook
Updated over a week ago

Creating new record types

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Written by Ben Cook
Updated over a week ago

Customising the sidebar

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Written by Ben Cook
Updated over a week ago

Adding alerts to records

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Written by Chris Houghton
Updated over a week ago

Working with money in multiple currencies

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Written by Chris Houghton
Updated over a week ago