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

Written by Ben Cook
Updated over a week ago

Customising records & fields

Written by Ben Cook
Updated over a week ago

Create/add a new field

Written by Ben Cook
Updated over a week ago

Field types

Written by Ben Cook
Updated over a week ago

Smart fields

Written by Ben Cook
Updated over a week ago

Helpful smart field examples

Written by Chris Houghton
Updated over a week ago

Rollup fields

Written by Ben Cook
Updated over a week ago

Using salutations in Beacon

Written by Ben Cook
Updated over a week ago

Working with dates in smart fields

Written by Ben Cook
Updated over a week ago

Card: List of related records

Written by Ben Cook
Updated over a week ago

Card: List of fields

Written by Ben Cook
Updated over a week ago

Card: Lookup list of fields

Written by Chris Houghton
Updated over a week ago

Card: Summary metric

Written by Ben Cook
Updated over a week ago

Card: Chart

Written by Chris Houghton
Updated over a week ago

Auto-number fields

Written by Ben Cook
Updated over a week ago

How to change dropdown list options

Written by Ben Cook
Updated over a week ago

Creating new record types

Written by Ben Cook
Updated over a week ago

Customising the sidebar

Written by Ben Cook
Updated over a week ago

Adding alerts to records

Written by Chris Houghton
Updated over a week ago

Working with money in multiple currencies

Written by Chris Houghton
Updated over a week ago