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. The profile tab has sections that allow multiple ...

Person records can store information on various associated relationships (such as siblings, parents, and  spouses), which exist as relationship records . Relationship records maintain much of the functionality that person records do, storing i...

Relation-scoped fields are associated with a specific relation within the relation widget. To capture additional information that is not a standard relation field, add a custom relation-scoped field. Each individual relationship record can have its ...

Relationship types define the association between a relationship and the record having the relationship. When creating relationship types, consider the associations that records can have. Family associations like Spouse, Child, Brother, Mother, and ...

A record can store information on associated relationships such as parents, a spouse, a company contact, and more. These associated relationships exist as relationship records. Relationships records can be managed on the Relationships subtab of th...

Slate allows for one-to-many relationships in which a person may have more than one test score, school, relationship, etc. associated with their record. Additionally, there is the ability to link a relationship record to their own person record. By ...

Soft credits can be applied from any gift to any Constituent and Dataset record - with giving enabled - in the database. A single gift can apply soft credits to any number of records. Soft credits can be suggested or defaulted to a record automatica...