Create/add a new field

Updated 7 months ago

help_outline Heads up! This is a guide for admins. If you're not an admin yet, ask your Beacon admin to promote you so you can start managing 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 add a new field.

  1. Open up a record in Beacon and enable customisation mode by clicking on the cog in the top right.
  2. Click on the card that you'd like to add the new field to.
  3. Click Create new field on the right:Screenshot 2019-12-05 at 17.16.26
  4. 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
  5. Click Create.
  6. Click Save.

For more information, check out the full guide on customising records.


Contact Us

It'd be great to hear from you! To reach out, fill in your details below and we'll get back to you.


Register for webinar

To join this webinar, please enter your details below and we'll send you details on how to join.