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Managing your database
Managing your database
Beacon for admins. How to configure and manage your database.
23 articles
Record types
Creating new record types
Customising the sidebar
Adding alerts to records
Fields
Field types
Customising records & fields
Create/add a new field
How to edit a field
How to change drop-down list options
How to change gender options in Beacon
Auto-number fields
Working with Record ID
Limiting the users in a point to a user field
How to edit a drop-down field
Dynamic fields
Smart fields
Working with dates in smart fields
Helpful smart field examples
Rollup fields
Using salutations in Beacon
Cards
Card: List of related records
Card: List of fields
Card: Lookup list of fields
Card: Summary metric
Card: Chart