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:
Find out more about managing duplicates in this blog post.
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.
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.
You can find out more about Smart Bcc in this blog post.
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.
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!