Beacon

Introducing: Relationships

David Simpson Posted on 9th Aug 22 by David Simpson

There is now a more useful way to store relationships between people in Beacon. We've made it really easy to store different kinds of relationships and to see those relationships on a person's record.

We've built a brand new system for handling relationships between people. You can create any type of relationship, whether it's the same between both people (friend, spouse, colleague) or different for each person (parent/child, sponsor/sponsee, manager/team member).

In Beacon, relationships can exist between people, and also between people and organisations.

Lets take a quick look at the key new features for storing relationships in Beacon:

1. Creating relationships

If you head over to a Person record, you'll see a brand new tab called 'Relationships'. This tab appears on all People records.

Screenshot 2022-08-08 at 16.59.01

This tab shows all of the relationships for this person record. From here you can add new relationships or update existing relationships. If you click on a relationship, Beacon will send you to the record of the person you've just clicked on.

Some relationships can expire. These relationships can have an expiry date which will show alongside them. This is really handy if you want to keep track of an organisation's former trustees, for example.

Screenshot 2022-08-08 at 17.17.44

2. Organising your relationships with relationship cards

Just like in the Details section, relationships are organised with cards. Admins can use Customisation Mode to create cards for specific relationship types, and move these cards around so that the relationships that are important to you are front and centre.

Screenshot 2022-08-08 at 17.03.43

3. Creating and updating relationship types

You'll find a new setting page for 'Relationships' under the 'Settings' tab in your Beacon sidebar. Only Beacon admins can create and update relationship settings. From the Relationships settings page you can see a list of existing relationship types that we've already created for you.

Screenshot 2022-08-08 at 16.48.23

From this page you can also create brand new relationship types.

Screenshot 2022-08-08 at 16.52.42

4. This is just the beginning - we've still got plenty to build!

At Beacon we like to make small, frequent updates to our systems. It's important to get new features into your hands as quickly as possible so that you can play with them and give us your feedback! There are lots of things that we still need to build in order to make our relationships feature as powerful as we want it to be. For example, we'll be adding the following features soon:

  • Filters for relationships
  • Imports (right now, you can't import relationships)
  • Exports (you can't export them either!)
  • Bulk create/update
  • Forms (you can't collect relationships via forms yet)

5. Find out more

You can find out more in our article in the Beacon guide. The new relationships features are live and ready for you to try out right now!


Got questions for us? Fire off an email to [email protected] or click the chat button in the bottom right corner of your Beacon dashboard.

David Simpson

About the author

David Simpson is the CTO at Beacon. He's dedicated to making Beacon the best charity CRM in the world.

Follow him on Twitter or connect with him on LinkedIn.

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