The Timeline tab can be found on constituent records. It keeps a record of communications delivered, forms submitted, gifts received, and much more. On the right, there are four sections: Timeline (covered in this article) Interac...

Interactions is a different view of the Timeline that returns one row per Interaction . The Interactions section displays a chronological list of interactions, such as form submissions, message history, and payment history, that have taken place...

The Audit Log provides a chronological list of changes made against the record. Audit events include custom fields being set or unset, address and contact information updates, query executions, and more. The user or rule that initiated the event ...

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 ...

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 ...

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...

Contact Reports allow gift officers to record in-person interactions with donors and prospective donors. Built using the  Forms functionality, both the form submission itself, as well as any mapped interactions, will display on the  Time...

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 Slat...

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...