Beacon

Product Update: November 2020

David Simpson Posted on 1st Nov 20 by David Simpson

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

Ticketing

As you'll have no doubt already heard - this month's big product news is the launch of Beacon's ticketing functionality. You can now use Beacon to sell tickets to your events and have all of that data flow automatically into your Beacon database.

Ticketing Example

Read more about ticketing in our launch blog post.

Form Improvements

Along with ticketing we've made some improvements to forms which can be used for forms of all types.

Improved personal details section

You can now add any fields from a Person record to the personal details section of a form. You can also make each field optional. This replaces the old list of check boxes for required personal details.

Screen Shot 2020-11-02 at 11.58.16

This means that you now have lots more flexibility when it comes to the fields that you request from people filling in forms.

Relative dates in fixed data

You can now add dates like 'Today' and 'One week from today' in form fixed data. Handy for setting tasks or logging the date when an application was submitted.

Screen Shot 2020-11-02 at 18.41.11

Scrollable list cards on Dashboards

You can now scroll through long lists on your Dashboard. Handy when you have a long list of tasks to do!

Screen Recording 2020-11-02 at 07.04 pm

Gift Aid pre-checking

We now run more checks to try to identify potential problems with your Gift Aid claims. We're stricter on dates, important fields like the payment amount must be present, and we validate your Gift Aid account details more thoroughly.

This is part of our work to keep upgrading the reliability of Gift Aid claims so you can submit them quickly and easily every month.

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...

Coming up, we're going to be making some more improvements to forms, and we'll be starting work on improving how Beacon handles families and relationships. We'll also be starting work on the Beacon portal - which will allow your contacts to update their own details without logging in to Beacon.

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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