In Beacon, you can create custom record types to store almost anything you need to keep track of. But before we show you how to customise Beacon, we're first going to take you through the 4 most common record types and how to use them.
You can choose which of these are visible on your sidebar at any time by selecting Sidebar from the Settings menu.
The people record type in Beacon is the heart of most accounts. It's where you'll store everyone involved in making your organisation a success - donors, fundraisers, beneficiaries, volunteers, members... the list goes on!
A person record stores all the information relating to them personally (like name, contact details, interests, date of birth, job title). It will also show any related information that is pointing to this person (such as payments made, events attended, subscriptions set up). It's your hub for seeing how someone fits into your organisation.
Most charities work with organisations as well as people. Beacon makes it easy to keep track of organisations and to store all the directly relevant information like contact information, organisation type, plus related records like grants, payments, campaigns and people who are connected to the organisation. This record type is so straightforward that we don't even have a guide article about it.
The payments record type in Beacon shows the payments (income) coming into your database from all sources, whether they be donations, memberships, recurring gifts, ticket sales, grants, or from any other place that your organisation fundraises.
Payment records reflect a transaction, such as a £50 cash donation, or the April payment of a recurring membership, and can store a wealth of information (pun intended). From basics like amount, relevant dates, payment method, to pointing to other records, such as which fund it contributes to, the campaign that helped raise the money, relevant grants, memberships, and even the event that a payment was taken at.
A subscription reflects the fact that someone is paying you regularly. It is not a transaction in any way - so it will not exist as an item on a bank statement. The specific payment transactions will be stored separately as Payments (above).
Outside of the CRM world, good examples of subscriptions are things like:
- A £9 / month Netflix subscription
- An £80 / year Amazon Prime subscription
- A £12.56 / month TV license subscription
In Beacon, subscriptions are most useful for reflecting:
- Auto-recurring donations (e.g. £10 / month)
- Auto-recurring membership fees (e.g. £90 / year)
link Other available record types
The following is a list of other record types which are currently available, to read more about them, click here
- Major gifts
- Funds & Campaigns
- Campaign members
- Event attendees
- Volunteer applications