Slate provides a standard Research tab that enables storing and managing data from both external and internal sources. This data can be source-specific from a provider (such as rating or score) or it can be more generally applicable information th...

The Research Tab is a Slate-standard tab that will appear as part of an individual record once that record matches the scope of at least one Research Source . Clicking on the tab allows you to view any Research Sources that apply to the record, alo...

Once a research source has been created and scoped, the Research tab appears on all records of the same scope. This standard tab will appear to the left of the Profile tab. Clicking the Research tab opens an Overview page that displays hig...

Data keys enable storing of information from a source. These keys act as destinations that can be used from multiple sources (when configured as a shared key) or from a single source (when configured as a private key). By using shared keys where the...

The origin of stored research data is called the “research source.” Research sources might reflect external sources, like Capture, or they might reflect institution-specific sources of information. These institution-specific sources could include it...

Materials with a Research scope enable primary source documentation to accompany distinct research records. For example, in an admissions or advancement setting, when using a research-scoped newspaper clipping material, if a source such as “Staff R...

This article covers some considerations with the decision of using the Research feature versus using an entity in Slate. The Nature of the Information This primary consideration results from answering a few key questions about the nature of the in...

The origin of stored research data is called the “research source.” Research sources may reflect external sources, such as iwave and DonorSearch, or they may reflect institution-specific sources of information. These institution-specific sources may...

Data points about prospective and current donors can be captured and stored in custom fields on the Person Record. Clustered groups of data points can be stored as Entities . Entities can be displayed and accessed on Tabs within a Record. These ...