Card: List of fields

Updated 4 months ago

The List of fields card is the most common kind of card in Beacon. It does exactly as the name suggests - it contains a list of fields on a given record, which can be viewed and edited.

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link Editing a card

To edit an existing card's settings, just click the card when you're in customisation mode (but don't click an individual field).

You'll be presented with the below:

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You can change the title and icon to anything you like. The Choose fields section allows you to define the fields that should belong in the card:

Screen Recording 2019-12-05 at 07.38 pm

Additionally, you can create entirely new fields from this dialog. Learn more about the different field types.

link Showing or hiding fields

  1. Open up a record in Beacon and enable customisation mode.

  2. Click the card where you'd like to change which fields are shown.

  3. Click the Choose fields dropdown menu.

  4. Select which fields you'd like to be visible on this card, or deselect those you don't. Other cards will have their own selections.

  5. Click Save.

help_outline Hiding fields won't delete the data stored in them. If you make a field visible again it'll still be there!

Choose fields

link Creating fields

If you have information about a record that doesn't make sense to live in one of the fields already available, you'll need to create a new field.

  1. Open up a record in Beacon and enable customisation mode.

  2. Click the card where you'd like to add the new field.

  3. Click Create new field on the right:

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  1. Give your new field a name, and choose the type of field that you'd like to create. Here's a full list of field types.

Create new field

  1. Click Create.
  2. Click Save.

link Editing fields

Changing details about a field is quick and easy. Add help text, change the name of the field, re-order drop down list options, and more.

  1. Enable customisation mode
  2. Click the field you'd like to edit (directly on the field, not the card)
  3. Change any details you need
  4. Click Save

error_outline If you need to change a drop down list option (e.g. from 'Volunteer' to 'Active volunteer'), create the new option and use a bulk update to change them over before deleting the old option.

help_outline You can't change the type of a field (e.g. from a drop down field to a checkbox) as Beacon won't know how to change any of the data already stored in the field. Simply create a new field!

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link Deleting fields

If you have a field that you don't need to see, you can simply hide the field as above. If you know that you definitely don't need the field, or any data that might exist in that field on other records, you can permanently delete it.

  1. Open up a record in Beacon and enable customisation mode.

  2. Click the field you'd like to delete.

  3. Click Delete in the bottom left.

  4. Click Delete again to confirm.Delete field

link Re-ordering fields and cards

When in customisation mode, you can easily re-order fields (and cards) by drag-and-dropping them within the record. You can also drag fields between different cards!

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link Best practices

link 1) Remove the fields that aren't relevant

When you first set up your shiny new Beacon account, you'll be greeted with some default cards and fields that you might expect to see. Not all of them will be relevant to your organisation - it's best to remove them to prevent any confusion! You can choose to either hide them or delete them.

help_outline Hiding fields from your cards does not delete the fields (or the underlying data), it simply doesn't display them. Deleting a field will remove both the field and the underlying data.

link 2) Change the field labels and help to fit your language

Every organisation has their own terminology. For example, do you use the term "appeal" instead of "campaign"? If so - we strongly recommend that you change field labels to reflect this.

Additionally - it can be very helpful to add help text to clarify what specific fields mean:

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link 3) Use different cards for different kinds of data

If you're like many organisations, you'll want to manage a wide variety of data in your CRM. For example, if you wanted to track volunteer-specific information (e.g. "Reasons for volunteering") separately from donor-specific information (e.g. "Project interests"), you could create separate sections for each.


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