Slate for Admissions and Slate for Student Success databases are provisioned with two standard datasets : The Organizations dataset, which includes more than 50,000 institutions with CEEB codes The Organizations Contacts dataset, the chi...

You can embed a query that displays relevant statistics for the organization record . This can include inquiry and application counts by term, counting only those where the organization being viewed exists as a school on the record. This article ...

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 College ...

Learn how the standard new record link works and how to add a custom record creation form link to a custom organization dashboard. Creating a new organization contacts record The New Record link that appears on the standard Contacts list for rel...

Build a data entry form to create or update organization contact records and link them to organization records. Once created, consider Customizing the Organization Dashboard to provide a link to the new creation form for organization contacts....

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 Organizations records, this ...

Learn how the standard organization contacts list works on the organization dashboard and how to replace it with a custom list built with a query. Comparing the Standard and Custom Embedded Dataset Row Queries The organization dataset record inclu...

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 ...

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-...