Managing your database

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

Chris Houghton avatar Ben Cook avatar Luke Marlowe avatar +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
Ben Cook avatar
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
Ben Cook avatar
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
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Create/add a new field

Storing information that doesn't quite fit in existing fields
Ben Cook avatar
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?
Alexa Tucker avatar
Written by Alexa Tucker
Updated over a week ago

Field types

Deciding which type of field will best store your information
Ben Cook avatar
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
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Helpful smart field examples

Setting up smart or rollup fields with some useful examples
Chris Houghton avatar
Written by Chris Houghton
Updated over a week ago

Rollup fields

Summarise data from related records - roll up information that lives elsewhere in Beacon
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Using salutations in Beacon

Using smart fields to auto-set and allow custom salutations
Ben Cook avatar
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
Ben Cook avatar
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
Ben Cook avatar
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.
Ben Cook avatar
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
Chris Houghton avatar
Written by Chris Houghton
Updated over a week ago

Card: Summary metric

Show a single number that summarises information stored on related records
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Card: Chart

Visualise data that relates to an individual record with charts
Chris Houghton avatar
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.
Ben Cook avatar
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
Ben Cook avatar
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
Luke Marlowe avatar
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
Ben Cook avatar
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
Ben Cook avatar
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
Chris Houghton avatar
Written by Chris Houghton
Updated over a week ago

Working with money in multiple currencies

Store money in any currency you like
Chris Houghton avatar
Written by Chris Houghton
Updated over a week ago