Product Update: February 2019

David Simpson Posted on 1st Feb 19 by David Simpson

Hi there! Here's an update on the latest product improvements that are ready for you to try right now.


Keep track of all of your important metrics from your fancy new Beacon dashboard.


Find out more about dashboards.

Improved CSV imports for BT MyDonate and Facebook

We've made it much easier for you to import your MyDonate data into Beacon. We've made a number of improvements to our MyDonate import template including automatically importing contact preferences. All CSV imports can now handle multiple currencies, too (you'll need this to import from Facebook). You can find out more in this article from our knowledge base:

BT MyDonate

More about importing data

Data tables in reports

It's now easier to see the data that makes up a report. Each report also generates a data table so you can copy and paste the data into a spreadsheet of your choice.

Screen Shot 2019-01-28 at 13.53.28

More about reports

Log activities in the past (and future!)

You can now log activities to your timeline with an associated date.

Screen Shot 2019-01-07 at 10.14.02

Send email notifications to anyone when a form is submitted

You can now supply a list of emails to send notifications to from a donation form. These don't need to be the email addresses of Beacon users, so you can keep everyone in the loop.

Screen Shot 2019-01-28 at 14.19.45

Slicker selection and group selection on list view

We've updated the interface for selecting multiple records from a list. You can now shift+click to select and unselect multiple records.

Screen Recording 2019-01-28 at 02.28 pm

Generate documents from your Beacon data (Beta)

It's mail merge - Beacon style. This feature is so hot-off-the-press that we don't even have documentation for it yet! Head over to the "Documents" section where you can upload a document and configure defaults for the fields you want to map into it. Then select some records and select "Document merge". You'll get a zipped up folder of merged documents.

Screen Shot 2019-01-29 at 10.44.55

See you next month, Beacon fans!

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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