Product Update: July 2019

David Simpson Posted on 1st Jul 19 by David Simpson

Hi Beacon fans! It's been another busy month at Beacon HQ. Here's an overview of all of the latest product improvements for you to try right now.

Merge Records

You can now remove duplicate records in Beacon by merging them together. This automatically combines all of the fields where possible and prompts you to choose between any values that can't be merged.

Screen Shot 2019-06-28 at 16.04.24

Be careful, though: Merges can't be reverted! With great merging power comes great responsibility.

You can read more about merging records in this article in the Beacon guide.

New login system

You may have already noticed an updated feel to our login pages. We've also done a lot of work behind the scenes to make our login flow more stable, friendly, and secure.

Screen Shot 2019-07-01 at 11.06.55

We've also improved security and clarified the restrictions around using multiple devices to access Beacon. This is also a good time to remind you that we strongly recommmend activating two factor authentication on your account. Also, here's our guide to choosing a secure password.

Clearer fees on payments

We've split the "fees" field on payment records into two new fields: "Beacon fees" and "Gateway fees". This makes it much easier to see whether fees are coming from Beacon (because you're using a Beacon form) or a payment provider (e.g. Stripe or PayPal).

Screen Shot 2019-07-01 at 09.55.08

Improved search and filtering

Searching has been upgraded to return partial results (e.g. searching "dav" will return "David Simpson") and we've made filtering even more powerful. For example, you can now create filters like "show me everyone who has made more than 3 donations this year".

Screen Recording 2019-07-01 at 10.55 am

Support for Braintree


We've added support for the payment provider Braintree. An alternative to Stripe, Braintree support means you've now got even more choice when it comes to collecting donations and processing payments!

Up next...

Stay tuned for the release of some great payment form updates, annual subscriptions, PDF export improvements, a gift aid declaration form, and more snappy UX improvements coming very soon!

See you next month!

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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