Blog posts
Product Updates
Product Updates

Product Update - April 2023

David Simpson
April 3, 2023

Here are the latest highlights from the lovely nerds of the Beacon product team.

Draggable dashboard cards

You will probably have noticed by now that you can resize and reposition cards on your dashboard. This feature is the first step in a host of dashboard and reporting improvements planned for this year.

New icon set

We've updated our icons library and added the ability to add colour to icons in Beacon. Record types and cards now support the new icon library so you can add a splash of colour to Beacon and get even more creative with your icon choices!

Here's some information about the icon set we've chosen:

And here is a link where you can search the full library:

We'll be rolling out new icons across Beacon in the coming days to align everything around the new icon style.

Filters for 'link to a user' fields

Sometimes you may only want a subset of your users to appear in a 'link to a user field'. You can now set this on all user fields. Handy if there are only certain members of your team who can be assigned to cases, tasks, or as the owner of an application.

Updated PayPal Integration

We've completely rebuilt our PayPal integration to take advantage of PayPal's most recent API. This means that you can now accept one-off payments for memberships and tickets with PayPal (still no recurring payments, unfortunately).

You'll need to disconnect and reconnect PayPal to enable these features. We now have a much simpler PayPal authentication flow, so you'll just need your PayPal account details to hand.

OR filters

You can build new filters using both AND and OR conditions. This means that you can now write filters like "show me all of the people who have donated more than £100 OR who attended our last gala".

You can find out more about how to use OR filters in this blog post.

Edit role names (Roles & Permissions)

Just a little one to finish: If you've created a Role in the past, you can now change its name! 

Become a Beacon expert with Beacon Lighthouse

If you're new to Beacon and you're looking to really get to grips with your CRM then you can enroll in one of our free online courses through Beacon Lighthouse. We've got Deep Dive courses on Major Gifts & Grants and Events & Ticketing, all curated by Senior Customer Success Manager and Lighthouse Keeper, Luke.

Beacon chat: The place to be in 2023

Beacon customers are invited to join our private Facebook Group. It's a place to exchange ideas, tips, and best practices.

You can find the group here and we'd love to welcome you in.

The group is only available to Beacon customers.

Up next...

We'll be releasing shareable dashboards very soon, we're working on a powerful new analytics system which we're expecting to have live in a few months, we're upgrading how Beacon manages campaigns, and we're making making big changes to how Beacon loads data behind the scenes to make the dashboard much, much faster!