Custom Datasets

A dataset is a collection of records that are not prospects or applicants. Example datasets that are preloaded with every Slate database are Organizations and Organization Contacts. These datasets are related to schools, but datasets can be created for numerous purposes, such as volunteer records, churches, alumni interviewers, and community-based organizations. While dataset records are not student records, they are records that allow for data collection and querying. Datasets can have custom fields, addresses, devices, relationships, and more. If there is a need for non-prospect or applicant records within a database, creating a custom dataset may be an ideal strategy.

Create the Dataset

  1. Select Database on the top navigation bar
  2. Select Datasets.
  3. Select Insert. A popup appears (pictured).
  4. Configure each setting* as necessary.

  5. Click Save

*Click here for a complete listing of all setting descriptions.

Was this article helpful?
4 out of 21 found this helpful



Please sign in to leave a comment.