Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. The profile tab has sections that allow multiple ...

Person records can store information on various associated relationships (such as siblings, parents, and  spouses), which exist as relationship records . Relationship records maintain much of the functionality that person records do, storing i...

Relation-scoped fields store data specific to an individual relationship record. These fields allow institutions to capture additional information beyond the standard relationship fields visible on the Profile tab of person record. Each relationship...

Relationship types define how two records are associated in Slate . When creating relationship types, consider the kinds of connections records can have. Common examples include family relationships such as Spouse, Child, Parent, Sibling, o...

Records can store information about associated relationships, such as parents, spouses, or company contacts . These associations are stored as relationship records and are managed on the Relationships subtab of the Profile tab. Relationship rec...

Slate allows for one-to-many relationships in which a person may have more than one test score, school, relationship, etc. associated with their record. Additionally, there is the ability to link a relationship record to their own person record. By ...