Managing your database

Moving data from one place to another

Move data between fields on the same record, or change People records into Organisation records

Written by Ben Cook
Updated over a week ago

How to edit a field

Changing details about a field - the name, help text, dropdown-options, and more

Written by Ben Cook
Updated over a week ago

Customising records & fields

Top tips on creating and editing new cards and fields, understanding card types, setting alerts and developing structure

Written by Ben Cook
Updated over a week ago

Create/add a new field

Storing information that doesn't quite fit in existing fields

Written by Ben Cook
Updated over a week ago

Working with Record ID

What is a Record ID, and what can I do with it?

Written by Alexa Tucker
Updated over a week ago

Field types

Deciding which type of field will best store your information

Written by Ben Cook
Updated over a week ago

Smart fields

Intelligent, read-only fields that auto-calculate their values every time you update a record in Beacon

Written by Ben Cook
Updated over a week ago

Helpful smart field examples

Setting up smart or rollup fields with some useful examples

Written by Chris Houghton
Updated over a week ago

Rollup fields

Summarise data from related records - roll up information that lives elsewhere in Beacon

Written by Ben Cook
Updated over a week ago

Using salutations in Beacon

Using smart fields to auto-set and allow custom salutations

Written by Ben Cook
Updated over a week ago

Working with dates in smart fields

Manipulate dates or change their formatting with date and short text smart fields

Written by Ben Cook
Updated over a week ago

Card: List of related records

Show records that relate to the record you are looking at

Written by Ben Cook
Updated over a week ago

Card: List of fields

View and edit cards that list the fields stored on a given record.

Written by Ben Cook
Updated over a week ago

Card: Lookup list of fields

Surface fields from records that are pointed at by this record

Written by Chris Houghton
Updated over a week ago

Card: Summary metric

Show a single number that summarises information stored on related records

Written by Ben Cook
Updated over a week ago

Card: Chart

Visualise data that relates to an individual record with charts

Written by Chris Houghton
Updated over a week ago

Auto-number fields

Read-only number fields that are automatically set based on each new record created.

Written by Ben Cook
Updated over a week ago

How to change drop-down list options

Add to the range of possible values in a drop-down field

Written by Ben Cook
Updated over a week ago

How to change gender options in Beacon

Add or remove options to fit your needs as an organisation

Written by Luke Marlowe
Updated over a week ago

Creating new record types

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

Written by Ben Cook
Updated over a week ago

Customising the sidebar

Re-order the record types you want to regularly and easily access, or hide the ones you don't

Written by Ben Cook
Updated over a week ago

Adding alerts to records

Highlight the important information that you want to see straight away on a record

Written by Chris Houghton
Updated over a week ago

Working with money in multiple currencies

Store money in any currency you like

Written by Chris Houghton
Updated over a week ago