Beacon
Managing your database
Beacon for admins. How to configure and manage your database.
- Customising records & fields
- Create/add a new field
- Field types
- Smart fields
- Helpful smart field examples
- Rollup fields
- Using salutations in Beacon
- Card: List of related records
- Card: List of fields
- Card: Summary metric
- Auto-number fields
- How to change dropdown list options
- Creating new record types
- Customising the sidebar
- Adding alerts to records
- Working with money in multiple currencies