Beacon

Card: List of fields

Updated 3 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 Editing a field within a card

To edit a field within a card, just click the field when you're in customisation mode. You'll see a dialog that allows you to edit the field settings.

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link Re-ordering fields

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

Screen Recording 2019-12-05 at 07.19 pm


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 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!

Tip: removing fields from your cards does not delete the fields (or the underlying data), it simply hides them.

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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