Beacon

Product Update: February 2021

David Simpson Posted on 1st Feb 21 by David Simpson

Here's your regular monthly product update with a hand-picked selection of the finest work from the Beacon Engineering team.

Improved Deduplication and Increased File Limit on Forms

You can now upload files up to 50MB in size with Beacon forms. We've also changed how deduplication works when forms are submitted. Form submissions are now deduplicated by both email address and name.

For example:

  • Margaret Spencer signs up on a form - a new person is created in Beacon
  • Margaret then makes a donation, using the same email - it links to her existing record
  • Bruce Spencer also makes a donation, using the same email as Margaret - it does NOT overwrite Margaret's info, but instead creates a new record for Bruce.

This is an exact matching system to be as safe as possible - so 'John Smith' and 'Johnny Smith' are considered different people.

Remember, you can always merge and rogue duplicates using Beacon's duplicate-finding system.

New Billing System

Our planned changes to Beacon's billing system are now all complete. There is a new system for managing licences, a new system for managing optional add-ons to your Beacon account, and we have refined and automated process around part-time users.

Screen Shot 2021-01-10 at 18.07.06

We've also made read-only users available for free on all plans, doubled the number of custom fields available on Professional and Premium plans, and we've made Roles and Permissions available to Professional plan customers.

Customisable Memberships

You can now choose different language for your membership forms. While the functionality remains the same this means you can now have the language you use to describe your members reflected in your form, whether it's friends, supporters, or Beaconeers.

Screen Shot 2021-02-13 at 15.19.46

This also makes it easier to use Beacon's membership forms for sponsorships and adoptions.

Improved import template library

We've improved our import templates for Mailchimp, Paypal, and Facebook. We've also added Donr and Benevity to our template library so it's even easier to import your data from other systems into Beacon.

You're invited to join Beacon Facebook Chat!

Our intrepid band of Founder Members have been getting things off to a good start on Beacon's new private Facebook Group. It's a place to exchange ideas, tips, and best practices and all Beacon customers are now invited to join!

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

The group is only available to Beacon customers.

Up next...

Next, we're upgrading our import template infrastructure to support larger imports and to work faster. We're also working on the Beacon Portal, which will allow people in your Beacon database to update their own information via a new type of form.

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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