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...

A campaign represents a broad fundraising initiative or goal. In Slate, Campaign records are stored in the Campaigns dataset . Similar to other datasets , Campaigns can have their own dashboards, tabs, and custom fields tailored to your organi...

The Class Years dataset can store a number of details about an alumni class, providing an at-a-glance view of total alumni, fiscal year giving, total class giving, and current pledges. It also centralizes key class details, such as reunion years...

Records contained in the Companies and Foundations dataset can include corporations, donor-advised funds, family foundations, and small businesses. A Companies and Foundations record has the same options as a constituent record, with some excepti...

The Educational Institutions dataset comes preloaded in Slate, providing users with a ready-made repository of schools and universities. These records can be maintained and updated to track details such as institution type, academic programs, cont...

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. Th...

The Named Spaces dataset allows institutions to efficiently oversee and manage information about donor-named areas, enhancing the recognition of donors and fortifying long-term relationships. Seamlessly link named spaces to donor records, ensurin...

The Performance Management dataset is directly linked to staff user accounts and their respective person record assignments. Consequently, data collected from assigned person records, including gifts, interactions, and events, are integrated into ...

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. ...

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...