A Person Record is where an individual's data is stored and displayed. This includes their status, biographical and contact information, a timeline of interactions, application materials, academic, scores, interests, and much more.  Creating ...

An individual's data is stored and displayed with the person record. Th record information includes status, biographical and contact information, a timeline of interactions, gifts, giving history, jobs, relationships, and more. How to Create a ...

The Constituent Record is the hub of the database. This article provides a summary of the constituent record's components. The constituent record ties together the different database areas where information can be imported for a specific constituen...

Data displayed on the Record Lookup page can be customized using Shared Views. Default, personal and shared views can all be created. You can modify Record Lookup views to show custom exports and use default filters and sorts. Shared Lookup views ...

Frequent topics related to viewing and updating information about a person record in Slate are provided here. Standard Tabs Dashboard: Am I able to edit data on the Dashboard tab? The Dashboard primarily displays read-only infor...

You may find it helpful to create Folders to keep items in your Slate database like Fields, Applications, or Workflows organized. Use the Folder Manager to create new folders with a unique color identifier and custom tooltip. Folders can include...

This article covers the contents of the Dashboard record tab of the constituent record. Dashboard Tab The Dashboard tab of a constituent record summarizes the record's personal information. The dashboard tab includes three sections: top, bott...

A fund in Slate is used as a data point in the database to pool money from gifts and set that money aside for a specific purpose. For this reason, a fund is a required field to create a gift in Slate. Like constituent records, funds can have their o...

The Materials tab contains all the documents and portfolio items uploaded to the constituent record. Slate converts documents to a PDF format upon upload. Portfolio items can comprise digital media like video and music files. Links to online media...

New Material

All things that reside on an Application Tab, including the sidebar items and center console items.