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Managing your database
Managing your database
Beacon for admins. How to configure and manage your database.
+1
23 articles in this collection
Written by
Chris Houghton,
Ben Cook,
Luke Marlowe
and 1 other
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 this week
Helpful smart field examples
Setting up smart or rollup fields with some useful examples
Written by
Chris Houghton
Updated this week
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