Searching & filtering records

Updated a year ago

In Beacon, there's lots of quick and easy ways to find the records you want - whether you're working with a supporter database of 500 or 5 million records.

link Searching for records

You can search through any type of record using the search feature in the top right of the record list page.


link Filtering records

You can filter any kind of record in your Beacon database easily. For some helpful examples of filtering, check out our guide article.

Click the filter icon in the top right, and you'll see a drawer appear.

You can choose any of the fields in the list - and set up conditions to filter your records on:

Screen Recording 2019-09-27 at 05.53 pm

Your records list will auto-update every time you change your filter conditions.

help_outline Only records that match all conditions will show in the updated list.

link Saving your filters

Filtering is great, but it's pretty laborious to enter the same filter conditions every time, right? That's why we made it possible to save your filters! The set of records that is returned by your filter conditions is called a view.

After you've finished building your filters, click Save View at the bottom of the filter drawer. You can then choose a name for this view, and decide whether you'd like other members of your team to be able to use it too:

Screen Shot 2019-09-27 at 18.02.34

After saving, you'll see your new view appears in the saved filters list. Now you can come back to it whenever you like!

Screen Shot 2019-09-27 at 18.03.57

Check out more information on views here.


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