Beacon

Product Update: November 2019

David Simpson Posted on 1st Nov 19 by David Simpson

Here's all the breaking news from the product team at Beacon HQ.

Handling duplicates

Duplicate records are baaaaaaad. Sorry Dolly.

With Duplicate Record Handling you can search your Beacon database for those pesky duplicates that have snuck in. Finding and fixing duplicate records has never been simpler.

When filtering records (e.g. people), you can use the is not unique option to find records that have duplicate values.

When you find duplicates, you can merge them to keep your data nice and tidy:

Screen Shot 2019-06-28 at 15.50.17

Find out more about managing duplicates in this blog post.

Smart Bcc

With Smart Bcc you can log emails to people's timelines. Keep track of those important emails anywhere - Smart Bcc works with all email providers.

Screenshot 2019-10-19 at 12.22.14

Just include your unique Beacon email in the Bcc field when you send an important email and the email text will appear in that person's Beacon timeline. You can choose whether you want to keep this email to yourself or share it with your wider team.

Screenshot 2019-10-19 at 12.33.12

You can find out more about Smart Bcc in this blog post.

Sharing is caring

You can now invite your colleagues, friends, and relatives to try out Beacon for free! Just send them to our new Signup Page (https://app.beaconcrm.org/signup) and they can create a new Beacon account in seconds.

Up next...

This month we'll be working on improving Beacon's Mailchimp integration, improving document merge, adding file uploads to forms, and making all of the usual user interface updates!

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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