It is possible to embed a query that displays relevant statistics for the organization record being viewed on an organization dataset record. For example, this can include inquiry and application counts by term, counting only those where the organiz...

Dataset types can be used to link a dataset to existing Slate functions and enable features in the dataset. The dataset types are case-sensitive, and when multiple types are added to a dataset, the list of types must be delimited by a comma. ...

This article describes the function of the New Record  link and how to add a custom Organization Contacts data entry form link to a custom Organization dashboard. Using the Standard New Record Link Slate provides a New Record link...

When a database is initially provisioned, the standard Organizations dataset is configured to display the Location information on the   Lookup   page – these values are preset/pre-loaded. However, for newly added/updated Organizati...

The  Organizations Dataset Updates query in the Standard Query Library compares the standard Technolutions Organization list against the existing Organization dataset in your database. The standard list is based on an amalgamation of The Col...

Every Slate database is provisioned with an existing organization contacts dataset and is considered the child dataset associated with the organizations dataset. This dataset is used to manage individual persons associated with an organization. This...

A Companies and Foundations record has the same options as a constituent record, with some exceptions on the Profile tab. Much like with a constituent record, a Companies and Foundations record can include custom fields. A record is linked to a cons...

The organization contacts dataset is pre-delivered with custom fields for phone and email, in addition to the standard device table. The current best practice is to inactivate the custom phone field, convert the custom email field into a unique-for-...

This article describes the function of the listed Organizations Contacts on the Organization Dashboard and provides the procedure to replace the standard list with a custom Organization Contacts list. Comparing the Standard and Custom Embedded Data...

When collecting the first and last names of an organization contact through a form, the first name and last name fields display in the corresponding fields on the record's Details tab. A separate field called "display name" will display the title ...

This article will offer best practices in building a data entry form to create a new or update an existing organization contacts record and associating this record with an organization record. Once created, review Customizing the Organization Dashb...

The Funds dataset contains information associated with funds that the advancement office manages. Storing funds as their own entities enables multiple data points such as accounting information and fund contacts to be maintained together. The Fund ...

Slate can display high-level information about any given dataset and its related attributes on the dashboard tab. Additionally, dataset row queries can be created and embedded on the dashboard or on a custom tab to dynamically display a list of...

Advancement offices have historically created prompt lists to store appeals data. However, if your process involves tracking a lot of data within each appeal, storing all that data in a prompt list can be cumbersome. To allow for the setting of addi...