You can create a home for your custom fields on the person record by adding them to custom tabs . Custom tabs are managed in Database → Tabs . Tab content is managed in Forms. Custom tabs let you tailor the person record to your needs. A...

You can change settings for the standard record tabs in Database → Tabs. The default record tabs that come with a Slate for Admissions 4-year database Some tabs, like the application record’s Details or the person record’s More Inf...

In addition to custom Application Headers and custom tab names, adding color to tabs can assist with easily identifying information on a person or dataset record. Custom Person/Dataset Tabs Select Database on the top navigation bar. Select...

In the past, fields were added to tabs directly through the field settings in Database > Fields . For Partners looking to migrate to adding custom fields to custom tabs using the Form Builder instead of using field settings, take precautions...

Views allow users to control how data is displayed throughout Slate, from Record Search to the Deliver module to the profile tab of a record. Wherever the Customize View icon appears, the view can be customized: Custom Views on the Profile Tab ...

Dashboards are custom data summaries that you can add to many Slate tools. Intended to highlight frequently-needed data, dashboards can consolidate multiple custom tabs and alleviate repetitive queries. Dashboards can be customized wit...

Dashboards can be embedded in many Slate tools to display custom, read-only data for reading at a glance. Dashboards can be further customized with advanced Liquid markup . A classic example of this is using color-coded data points to in...

Dashboards collect information about a record to summarize and display the collection in a single location. Dashboards are used on the constituent record's dashboard tab, on the giving tab, on dataset records (such as funds, companies, and appeals...

Tell Slate AI how to render and interpret dashboard data.

Dashboards are an excellent way for administrative users to display information in a tightly controlled environment. To make targeted updates to the data displayed in dashboards, you can add a link on the dashboard to a form . With forms, you have ...

Follow the steps in this article to customize and replace the New Record form for Person, Organization, Organization Contacts, and custom datasets. Creating a new record form Go to Forms . Select New Form . Configure the following set...

The term dashboard is used widely throughout Slate to describe a customized display of at-a-glance, read-only data. Using some advanced liquid markup , dashboards can be customized. Dashboards can be created to appear: On the Dashboard...

Custom constituent dashboards appear in the top section of the constituent's Dashboard tab. For more information about dashboards, refer to the Dashboards for Advancement Knowledge Base article. Creating the Base Dashboard Click Database ...

A custom giving dashboard appears in the top section of the Giving tab above the default giving information. For more information about dashboards, see Advancement Dashboard Overview . Creating a giving dashboard Go to Queries / Reports ....

A custom dataset dashboard will appear in the top section of the Dashboard tab on a dataset record. For more information about dashboards, see Advancement Dashboard Overview . Creating a dataset dashboard Select Queries / Reports on ...