Profile Tab Overview
- 10 Nov 2025
- 9 minute read
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Profile Tab Overview
- Updated 10 Nov 2025
- 9 minute read
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The Profile tab on the Person record, and the default fields included in that tab, are used to manage the personal and account information.
Overview
A summary of the data stored on the profile tab is found in the Overview section. In the summary, the contact information displayed is the rank one Email, rank one Phone, rank one Mobile phone, and rank one Evening phone. For address, the rank one overall address will appear.
Biographical
Personal information like name, birthdate, and citizenship can be found and edited in the Biographical section.
Contact / Address
📖 The Contact / Address section
Contact
Email addresses and phone numbers are stored as devices.
Custom device types can be added to capture things like social media account information.
The default devices fields are Type, Priority, Value, and Notes.
Custom device-scoped fields can be created to store additional information about the device.
Devices can be queried using the related device base.
The following settings are available when editing a device:
Setting | Description |
|---|---|
Type | Select the type of device to be added. |
Value | Enter the device type value (e.g., phone number, email address, etc.). |
Notes | This field stores custom notes related to the Device Type. |
Address
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. Permanent Address is intended to remain unchanged, while a mailing address is temporary or seasonal.
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 the USPS abbreviates a city name or if 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:
Address is seasonal and annually recurring:
|
Notes | This field stores custom notes related to this address. |
Relationships
Person records store information on various associated relationships, such as siblings, parents, and fund stewardship. These relationships are stored as relationship records, which function like person records and store interactions and contact information. The Relationship section is also used to link person records to one another. For example, sibling or spouse records would exist as person records in the database and be linked together through the relationships tab.
The following settings are available to edit a relationship:
Setting | Description |
|---|---|
Relationship Record | Select whether the relative entered already has a record in Slate. |
Lookup Record | If the relative exists as a record in Slate, use Lookup Record to link the record. |
Type | Select the appropriate relationship type prompt. Custom relationship types can be created/modified by Configuring Slate Standard Fields and Prompts. |
Inverse Relation Type | Select the relationship type from the perspective of the relative record. |
Prefix | Select the appropriate prefix prompt. Custom prompt lists can be defined by using a key of 'prefix.' |
Name Information | Enter the name of the relative. |
Enter the email address of the relative. | |
Phone | Enter the phone number of the relative. |
Birthdate | Enter the birthdate of the relative. |
Age | Enter the age of the relative. |
Deceased | Select if the relative is deceased. |
Resides with Record | Select if the relative resides with the record. |
Schools
Education history is stored in the Schools section. The institutions stored in the schools section should be those the constituent attended as a student. If a constituent works for a school, that information should be stored in the Jobs section.
The Schools section is linked to the organization dataset in the database through the School Code. Custom school-scoped fields can be created to store school information in addition to the default information.
The following settings are available when editing a school:
Setting | Description |
|---|---|
Institution | Begin typing the name of the institution. The School Code, Country, City, and State will pre-populate if selected from the Organizations dataset. If the organization is not auto-suggested, enter data for Institution, School Code, Country, City, and State. |
School Code | If not pre-populated, enter the unique identifier for the school (CEEB). |
Dates Attended | Enter the dates the student attended the institution. |
Level of Study | Select the Level of Study from the prompt values provided. Existing values can be modified, and additional types can be added by configuring the Slate Standard Fields & Prompts. |
Priority | The school's priority guides the application rank, as it is the first table rank criteria. Following the priority, the ranking order is determined by Attended Date (To, if it exists. Otherwise, Attended Date: From), Created Date, then ID. |
Degree | Select the degree associated with the school. By default, 'Degree' is the only value (which saves as a null value). Prompts created with a key of 'degree' can be created to add additional values to the list and can be displayed based on the 'Level of Study.' |
Date Conferred or Expected | Enter the date the Degree was conferred (or expected to be conferred). |
Major | Enter the student's major. By default, 'Major' is a text box field. Adding prompts with the key of 'major' will automatically change this text box field to a select list. |
Major 2 | A second major option can be accessed only when the 'major' prompt exists. |
Minor | A 'Minor' field can only be accessed when the 'major' prompt exists. |
Field of Study | A 'Field of Study' field can be enabled by creating a prompt with a key of 'field'. |
GPA | Enter the student's GPA. By default, the 'GPA Scale' is a text box. Adding prompts with a key of 'school_gpascale' will automatically change this text box to a select list. |
Recalculated GPA | Enter a recalculated GPA. |
Class Rank | This field can be used to compare performance to that of others from the same class. |
Credit Hours | Include any credit hours received from the institution. |
Language | Indicate the primary language of instruction at the institution. |
Website | Include the website address of the institution attended. |
Honors | By default, 'Honors' is a text box field. Adding prompts with the key of 'honors' will automatically change this text box field to a select list. |
Awards | Enter text for Awards received. |
Jobs
A constituent's employment history is stored in the Jobs section. Custom job-scoped fields can be created to supplement the existing default fields.
The employers can be linked to the Companies and Foundations dataset through the Job Key field.
Jobs can be queried on using the related Jobs base.
Courses
Courses a constituent has taken are recorded in the Courses section. Courses stored in the section have to be linked to an institution that exists in the constituent's schools section. Additional custom course-scoped fields can be created to supplement the existing default course fields.
Interests
A constituent's interests and activities are stored in the Interests section. These interests can include anything from Greek life to volunteer work. Additional custom interest-scoped fields can be created to supplement the existing default course fields.
Sports
Sports the constituent has participated in are stored in the Sports section. These can be sports participated in at a club level, college level, or professional level.
Account
The constituent's account information can be managed in the Account section. The information has several components listed below with a brief description. On the account tab, an administrator can see which constituent email address is associated with the account login and can reset a password for a constituent.
Email: The account email address is the rank one email address on the constituent record in the Device section. Editing the email address will not affect anything; the email address can only be changed in the device section of the Contact / Address section. The displayed email address is the email address the constituent would use to log into a portal or form in the database.
Password: Displays whether or not a password exists on the constituent's record.
Established: A password has been created by the constituents for their record.
Not Established: No password has been created by the constituents for their record.
Reset: Resets the password by creating a new PIN and sending a password reset email to the account email address
PIN: When an account is created for the first time or a password reset has been requested, a PIN will be generated. A PIN expires in 180 days if not used to establish a password.
Impersonate: Directly impersonate the constituent to view a portal, form, or landing page as the constituent would view it.
Merge: Merge a duplicate constituent record into another constituent's record.
Retention Policy: Gives quick access to any retention policy related to the constituent record. Retention policies are used to delete constituent data from the record.
Recent Logins: Displays when a constituent logs into the database (through a portal or form), and includes a timestamp, the host IP address, the browser and the computer OS the constituent is using, and the constituent's location.
Recent Administrative Logins: Records when a user accesses the record. Provides the timestamp, host IP address of the user, and the user name.
Workflows / Read
The Workflows / Read section manages the workflows a constituent is currently in or can be added to. Selecting the Read link will take the administrator to the constituent's record in the reader for the specific workflow.
Edit Slate ID
The Edit Slate ID link will present a popup where custom IDs can be provided.
Internal ID: This ID is the 9-digit numerical Slate Reference ID generated when the record is created. This ID will always persist in the database.
Override ID: An ID provided in the text box will override the Slate Reference ID regarding matching criteria, exports in the query tool, and displaying in the upper right corner of the constituent record.
External ID: An ID provided in the text box can be used for matching criteria for the constituent record.
SSO Username: If the constituent is expected to log into the database using your institution's single sign-on process, the username used for your institution's single sign-on must be provided in this text box.
Edit Restricted Access
Constituent records can have their access limited to a specific user or users who have specific roles and permissions. Clicking the Edit Restricted Access link opens a popup with a link to Add a Grantee. The specific user, role, or permission can be added as a grantee.
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