On the person record, select Biographical from the list on the right to see the standard Slate fields associated with that section of the person record. If you needed more information on the person record, create a Custom Tab and display t...

Preferred name on a person record If a person’s preferred name doesn’t match their first name, the preferred name appears in parenthesis. The standard preferred name field can be merged into form or event communications as sys-preferred . ...

The  Deceased field is a standard system field that can be manually selected or cleared on a person record's Profile tab. The Deceased field can be exported and filtered on and there are several best practices for using this field to...

Citizenship Status is a calculation based on responses to the Primary Citizenship, Secondary Citizenship, and Permanent Residency Status fields. Based on the responses to these fields, Slate determines if the record is a: U.S. Citizen (U....

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: Def...

New Address

Slate provides real-time and batched validation and standardization of addresses submitted either interactively or non-interactively. Interactive Validation and Standardization When an address is provided on a form, application, or a...

You can preserve the formatting of addresses that come into Slate. This override’s the standard USPS Address Validation process. Via Upload Dataset or in an import To preserve the formatting of an address through an import: During the static ...

Person records can store information on various associated relationships (such as siblings, parents, and  spouses), which exist as relationship records . The following settings are available to edit a relationship: 📖 Further reading...

This article will guide you through the standard fields that are available when you wish to add an Institution to a Person record. Find this option by clicking the Profile tab on a Person Record. This knowledge will help avoid field duplication when...

Review the standard Slate fields for storing person data under each section of the profile tab to avoid duplicating fields when adding custom fields and prompts. Score permissions  can be updated as needed to reflect changes in organi...

The Profile tab lists all current and previous jobs, along with the dates of employment. The most recent job will always be listed first. Jobs and courses data are also saved as grouped fields. Review the standard Slate fields available for...

Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Jobs and courses data are also saved as grouped f...

Extracurricular interests are saved as grouped fields on the interests table to allow for multiple entries. This article describes each of the settings available for configuration when adding a new interest to a record. It also offers best practi...

Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Why aren't there any sports or ratings? A...

A record’s account information can be managed by selecting Account on the right side of the Profile tab. In Account, with the appropriate permissions, you can: See which email address is associated with account login Reset the record’...

You can require end users log in to forms and portals before they can access form or portal’s content. Before a user can log in for the first time and set a password, Slate administrators must generate a PIN for that user’s person record on their be...

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The Profile tab on the constituent record, and the default fields included in that tab, are used to manage the personal and account information for a constituent record. Overview A summary of the data stored on the profile tab is found in the...

Edit Application Details