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 ...

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 the biographical view of a person record's Profile tab. The Deceased field can be exported and filtered on and there are several best practices for ...

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 settings A record’s contact information is stored as Devices on the device table. Default device types By default, a new Slate database includes common de...

You can add or edit the addresses associated with a person record in the record’s profile tab . On a person record, go to Profile → Contact / Address , then select New address to add a new address. Or, select an existing address to edit it....

Slate provides real-time and batched validation and standardization for United States and Canadian addresses that are submitted either interactively or non-interactively. Interactive validation and standardization When an address is entered on a f...

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

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 Re...

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...

Test scores are stored on the profile tab of the person record in Slate. Manage test score types in Database → Tests . Adding a test score to a record To add a new test score to a record: Go to Records. Select a record, or creat...

The Profile tab lists all current and previous jobs by default. Custom views let you customize this list to display more information. Like interests , schools , and other objects on the Profile tab, jobs are saved as grouped fields ....

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...

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 practices for storing ...

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’s...

You can require end users to log in to forms and portals before they can access a 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 the...

Create Application The “Create Application” section within the Profile tab allows administrators to create a new application directly from the individual’s record.

These settings appear when you select Edit Slate ID on a person record’s Profile tab . Edit Slate ID Internal ID Often referred to as the REF ID, this ID is the integer value of the ref column on the person table. It is automatically assigned...