Standard biographical fields have been created and are available under the Biographical link on the Profile tab.

For a complete list of these standard fields, refer to the Slate Standard Fields & Prompts List. An excerpt of these fields includes: Prefix, First, Last, Preferred, Sex, Birthdate, Deceased, Race, Primary Citizenship, Residency Status, Social Security Number, etc.

Review the standard Slate fields available for storing person data under each section of the profile tab.

Contact Information

Slate provides standard functionality for capturing address and device contact information. These standard configurations can be customized to allow for additional granularity in capturing and storing contact information.

Address

By default, Slate provides options for mailing and permanent addresses. A record may have any number of addresses and Slate provides real-time and batched address validation and standardization for addresses that are submitted interactively and non-interactively.

To determine which address should be used when used in a query, Slate uses table triggers to calculate and store a 'rank' value. Addresses have two rank columns: Rank and Rank Overall.

• Rank determines the address rank based on the address type. A record can have both a rank 1 mailing address and a rank 1 permanent address.

• Rank Overall, also known as Active Address, determines the overall address rank, regardless of the address type. A record can have only one address assigned a rank overall of 1.

Custom address types (such as 'business' or 'vacation') can be created configured by leveraging the special prompt key of 'address_type'.

Devices

Slate allows for capture and retention of multiple types of devices and their values. Like addresses, a record may have any number of devices and device types. Rank is determined based on the device type.

Device types can be customized utilizing the special prompt key of 'device_type'.

Relationships

Types

Slate provides standard relationships of Brother, Father, Legal Guardian, Mother, Sister, Spouse, Step-Father, and Step Mother. These relationship types can be customized and additional types can be created by modifying the 'relationship_type' prompt.

Linked vs Unlinked

Relationships can be either linked or unlinked records within Slate. In most cases, records should be linked. Linkages can occur across datasets. For example, a foundation that serves as vehicle for giving for a donor might have that donor listed as a 'Covering Account' relationship type.

The use case for unlinked relationships is primarily for informational purposes. For example, it may be helpful to know that a donor has three small children, but those children do not need associated records.

Effect of Relationship Type and Soft Credit

Soft credits can be either Defaulted, Suggested, or Hidden based on the relationship type.

For example, an institution may wish to default soft credits to a 'Spouse' relationship type. However, there may be spouses that want their giving to be recognized separately. In these cases, the spouses might have a 'Spouse (In Name Only)' relationship type.

The profile tab has sections that allows multiple data points for a single entity.

For example, a record might have two siblings: Jane (15 years old) and John (17 years old). Data will display like this in Slate:

Schools

The education history for a person is stored on the Schools link on the Profile tab.

Slate captures many school-specific standard fields such as: Institution, Degree, Level of Study, Major, Date Conferred, and more. Prompt lists for 'Degree', 'Major', and several other fields can be customized by modifying the Slate Standard Fields and Prompts.

In addition to the Slate standard fields, custom school-scoped fields can be created. These fields will appear at the bottom of the Schools popup on the Person record.

Schools added to a record's profile are linked to an existing dataset of schools. The Organizations dataset pulls from College Board's list of post-secondary institutions across the United States.

On individual organization record pages, a dataset row query can be added that displays donors who attended a particular institution.

School data are also saved as grouped fields:

Jobs / Employment

Job information is stored on the Jobs link on the Profile tab. Slate captures numerous job-related fields such as: organization name, address, date of employment, description, title, salary, and many other data points. Prompt lists are not standard for Job Function, Industry, and Sector. However, prompt lists can be created using special prompt key configurations.

A job can be linked to records within the Companies and Foundations dataset. This linkage allows for schools to query against employers who may match donations made by individuals.

A list of employees (current and former) can be displayed on the Dashboard of company and foundation records.

Jobs and courses data are also saved as grouped fields:

Courses

Interests

Extracurricular interests and sports data will be saved as grouped fields to allow for multiple entries.

Sports

Person Dashboard

The Dashboard tab displays high level information about the record. The information displayed here is read-only and includes information such as biographic and demographic data, recent interactions and events, tags, and contact information.

Clicking on the email address or mobile phone number allow users to send messages (email or SMS) directly from within Slate.

Custom information about the record can be displayed at the top of the Dashboard tab through the use of a Dashboard query. This allows for at-a-glance information to be front and center and can include links to commonly used forms, such as a Contact Report form.

Giving Tab

Similar to the person Dashboard, an overview of giving information is included on the Giving tab. This high level information summarizes various data points about a record's giving.

Custom gift information can be included on this section through the use of a Dashboard query that utilizes the System Key of 'Dashboard Giving.'

Audit Log

The Audit Log, located on the Timeline tab, displays a record of changes that have been made against a record. Audit events include fields being set/unset, gift modifications, updates to address and contact information, query executions, and more.

Apart from the details of the audit event itself, Slate records the user or rule that initiated the event. The ability to view the Audit Log for records can be granted as a standard permission in Slate.