Find a customer, and see how Beacon put them together

The Customers page lists every customer once. For each one it shows which record in each of your tools became that customer, how Beacon joined them, and when it last checked. Find it under The Brain → Customers. Beacon reads your tools here and never writes to them. Two records become one customer only on an exact match, or when you say so.

During the pilot, every customer on this page comes from your billing system. Joining each one to its company in your CRM starts once Beacon is reading your CRM. Until then the CRM column waits, and each customer reads Billing only for now. That is expected, not a fault.

The tiles at the top

Tile	What it counts
Customers	Every customer Beacon holds from your billing system.
Joined to your CRM	Customers joined to a CRM company on an exact match. Reads Needs your CRM until Beacon is reading it.
Beacon is unsure	Customers where Beacon found a possible match it will not join on its own. Reads Needs your CRM until Beacon is reading it.

A status line appears above the tiles only when something is wrong — for example, if customer data has stopped updating. The figures then show what was last stored, with that date, and are never shown as zero.

The list

Each row is one customer.

Column	What it shows
Customer	The customer’s name, with its email domain beneath.
In billing	The name on the billing record, with its customer ID in your billing system beneath.
In your CRM	The matching company in your CRM, with its ID. Reads Waiting on your CRM until Beacon is reading it.
How they were joined	In words — see below.
Last checked	When Beacon last checked this customer’s records.

The list shows 25 customers a page. Search by name, email domain or ID to find one.

How they were joined

Beacon says in words how each customer was put together. It does not show a match score.

What it says	What it means	Live today?
Billing only for now	One source so far. The customer is its billing record.	Yes
Not joined yet	Beacon has not joined this customer to another tool yet.	Yes
Same email domain	Joined to a CRM company with exactly the same email domain.	When Beacon reads your CRM
Same stored ID	Joined because both records carry the same stored ID.	When Beacon reads your CRM
Possible match — waiting for you	Beacon found a likely match but will not join it on its own. The reason is shown beneath.	When Beacon reads your CRM
Joined by you	You confirmed the match.	Not switched on yet
Billing only — no CRM company found	Beacon looked and found no CRM company with the same domain or ID.	When Beacon reads your CRM

Beacon never joins two records on a guess. A possible match stays apart until you confirm it, and anything you keep apart stays apart. Confirming a possible match is not switched on yet; when it is, Beacon will ask you on the Brain overview.

Open a customer

Select a row to open its side panel. It shows:

How they were joined, in words.
Records that make up this customer — the billing record, the CRM company once one is joined, and the email domain.
Last checked.

Not on this page yet

A page for each customer, with everything Beacon knows about them in one place.
Which segment each customer belongs to.

Both arrive in later releases. Nothing on this page estimates them in the meantime.

See which signals Beacon has noticed

The facts Beacon has read about each customer, each with its date.

Use the Connections page

Connect your CRM so Beacon can join customers across tools.

Read your revenue page

The revenue these customers add up to.

Troubleshooting

A figure that is missing, switched off, refused or stale.

​The tiles at the top

​The list

​How they were joined

​Open a customer

​Not on this page yet

​Related

See which signals Beacon has noticed

Use the Connections page

Read your revenue page

Troubleshooting

The tiles at the top

The list

How they were joined

Open a customer

Not on this page yet

Related