The Timeline tab appears on person records. It keeps a record of communications delivered, forms submitted, gifts received, and much more. In the sidebar, there are five ways to view the timeline: Timeline : Events related to the record, ...

Interactions is a view of the Timeline that returns one row per interaction. An interaction is defined as a non-system outreach event; that is, an interaction made directly by a Slate user, as opposed to an automated communication, which would ...

Activities is a view of the Timeline that returns one row per activity. Here, you’ll find a chronological list of activities, such as form submissions, message history, and payment history, that have taken place on the person record. Sel...

The Audit Log is a view of the Timeline that provides a chronological list of changes made against the record. Audit events include custom fields being set or unset, workflow activity, contact information updates, query executions, and more....

The Campaigns section of the Timeline lists any Deliver campaigns in which the record is included. The campaign list can be filtered by date and specific campaigns from the select list on the upper-right of the display. Click Refresh to update ...

Interactions that occur between Slate and a constituent, like emails, texts, events, gifts, and file imports, are automatically captured and stored on the Interactions tab. Each of these methods is associated with a code . Codes in your database i...

A watch flag is a custom interaction that displays a yellow bar across the top of a person record, indicating an important message about the person. Examples include: VIP A child of a faculty member A local celebrity Academic Integrity ...

Contact Reports allow gift officers to record in-person interactions with constituents. Contact Reports can be built using  Forms , both the form submission itself and any mapped interactions will display on the  Timeline tab...

While it can often be most effective to manage your Interactions and Activities through the Database Tool, Slate also gives you the ability to batch manage this data. This functionality can be especially useful when you are transferring data to Sl...

Tele-Fundraising can be accomplished in Slate through the use of Queries, Interactions, and Forms. Set as a tracking query, callers are able to fetch a limited number of results that display the details of a potential donor (including their phone n...