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 Interactions Audit Log Campaig...

Interactions between Admissions offices and prospective students are tracked both within Slate and externally. For example, a prospective student might fill out a Request Information form or sign up for a campus visit using forms built in Slate. Add...

All interactions that occur in Slate, such as emails, texts, events, gifts, and file imports, are automatically captured and stored on the Interactions tab. Any other types of interactions or communications with constituents can be added as custom 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 ...

Some users may wish to include a link to an outside resource within an interaction or activity for quick access. This can be done by adding a web address to any of the following within the interaction or activity: Public Comments Private Comme...

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...

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 Timeline tab ...

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...

New Activity or Interaction

Activity & Interaction Codes