Contact and Address

Updated 17 Jun 2024
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The Contact / Address tab contains a record’s contact and address information.

Contact Information

Email addresses and phone numbers are stored as Devices on the device table.

The following settings are available when editing a device:

Setting	Description
Type	Select the type of device to be added. By default, Slate includes Primary Phone, Mobile Phone, Evening Phone, and Email Address.
Value	Enter the device type value (e.g., phone number, email address, etc.).
Notes	This field stores custom notes related to the Device Type.

Default device types

The default field types are:

Type
Priority
Value
Notes

Custom device types

You can capture additional contact information, like social media accounts, school email addresses, and more by adding custom device types to your database.

In addition, custom device-scoped fields can be created to store additional information about the device.

Email addresses and phone numbers are stored as devices.

📖 Further reading

For more information about adding Custom Fields, see Customizing Standard Fields & Prompts.

Querying on devices

Query on devices by starting on a Related base of Device.

Devices can also be queried on by starting on a Person base and joining to Devices or Device by Type, Rank.

📖 Further reading

See Joins for more information about which joins to select.

Address Information

The default address types in the database are Mailing Address and Permanent Address. Custom address types can be added along with custom address-scoped fields.

The following settings are available when editing an address:

Setting	Description
Address Type	Select the type of address to be added (Mailing or Permanent). A mailing priority can also be designated (High, Normal, Low, or Inactive).
Address Block	Enter the Country, Street Address, City, State, and Postal Code.
Preserve Formatting	All addresses are sent to the USPS for validation and standardization. Check this box to prevent the address from being updated. This is generally useful for addresses where a building name or room number information should be included.
Temporary	If a mailing address is seasonal or temporary, select one of the options to enter dates that the address is valid. Address is temporary: Valid From optional - Enter the starting date (month, day, year) for when the address is valid. Valid Until optional - Enter the concluding date (month, day year) before the address is no longer valid. Address is seasonal and annually recurring: Valid From - Enter the starting date (month, day) for when the address is valid. Valid Until - Enter the concluding date (month, day) before the address is no longer valid.
Notes	This field stores custom notes related to this address.

Difference between Permanent and Mailing Address

A Permanent Mailing Address is meant to remain unchanged. A Mailing Address includes a Temporary field option allowing records to denote if the address is temporary or a seasonal address. If the address is marked as seasonal, additional date datapoints are available.

Querying on Addresses

Query on addresses by starting on a Related base of Address.

Addresses can also be queried on by starting on a Person base and joining to Addresses; Address by Rank Overall; or Address by Type, Rank.

📖 Further reading

See Joins for more information about which joins to select.

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What's Next

Address Settings

Table of contents

Contact Information
Address Information