Create your first few records

Updated a year ago

Records are how your data lives in Beacon.

Think about all of the different types of data you're working with each day:

  • People
  • Events
  • Donations
  • Campaigns

All of these can be stored as records in Beacon, saved and organised in one simple and secure place. You can access this data from any device or location.

link How to create records

To create a new record, choose the People tab in the sidebar.

Screen Shot 2019-09-27 at 17.26.20

Don't worry if your sidebar looks a bit different to the picture above - your admins might have done some customisation.

Click Add Person, enter some details (you don't need to enter everything!), and click Create.Add person button That's it!

We've just created a Person record, but this approach is the same for every kind of record.

link Updating records

It's simple to edit records once they've been created too. Just open up the record, and update the fields you want to change.

Screen Recording 2019-09-30 at 11.19 am


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