Capturing Donor Involvements and Activities with Entities

Entities allow for a one-to-many relationship between a Record and additional data points.

For example, a person may sit on multiple committees. Each committee might have a unique start/end date, name, and the person may have a different role on each committee.

Entities allow for the storing of this grouped information - where all of the information about a particular committee is self-contained and stands alone from the other committee details. Within an Entity, fields can be displayed conditionally - allowing institutions to capture additional data points within the same entity that provide additional details about any individual activity.

An entity can be created wherever there is a need to store a one-to-many relationship. Most advancement offices will heavily utilize the entity functionality within Slate to store data elements such as: ratings/evaluations, prospect stage, assignments, funding interests, activities, committees, involvements, affinity groups, and more.


Was this article helpful?
1 out of 1 found this helpful