Beacon

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

Managing your database

Creating new ways to store data that doesn't fit in the Beacon core record types

Creating new record types

Re-order the record types you want to regularly and easily access, or hide the ones you don't

Customising the sidebar

Highlight the important information that you want to see straight away on a record

Adding alerts to records

Record types

Deciding which type of field will best store your information

Field types

Top tips on creating and editing new cards and fields, understanding card types, setting alerts and developing structure

Customising records & fields

Storing information that doesn't quite fit in existing fields

Create/add a new field

Changing details about a field - the name, help text, dropdown-options, and more

How to edit a field

Add to the range of possible values in a drop-down field

How to change drop-down list options

Add or remove options to fit your needs as an organisation

How to change gender options in Beacon

Read-only number fields that are automatically set based on each new record created.

Auto-number fields

What is a Record ID, and what can I do with it?

Working with Record ID

Show only the relevant users in your user drop-downs

Limiting the users in a point to a user field

How to edit a drop-down field

Fields

Intelligent, read-only fields that auto-calculate their values every time you update a record in Beacon

Smart fields

Manipulate dates or change their formatting with date and short text smart fields

Working with dates in smart fields

Setting up smart or rollup fields with some useful examples

Helpful smart field examples

Summarise data from related records - roll up information that lives elsewhere in Beacon

Rollup fields

Using smart fields to auto-set and allow custom salutations

Using salutations in Beacon

Dynamic fields

Show records that relate to the record you are looking at

Card: List of related records

View and edit cards that list the fields stored on a given record.

Card: List of fields

Surface fields from records that are pointed at by this record

Card: Lookup list of fields

Show a single number that summarises information stored on related records

Card: Summary metric

Visualise data that relates to an individual record with charts

Card: Chart

Cards

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Track the progress of all tickets related to your company

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