Managing your database
Managing your database
Beacon for admins. How to configure and manage your database.
23 articles

+1Written by Ben Cook, Alexa Tucker, Chris Houghton 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 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