Constituent Record - Research

The Research tab allows for the storing and management of point in time qualitative contextual data from both external and internal sources. This data might be source-specific from a provider (such as a rating or score), or it could be more generally applicable information from multiple sources (such as an estimated giving capacity).

Research Tab

One of the primary uses for the Research tab is for wealth screenings. Technolutions partners with DonorSearch and iWave to make this screening of data very straightforward. A library of items lets institutions easily search for records within Slate, export a file in a standardized format to the vendor, and automatically consume the returned file containing the screened records.

   Early Access Feature

Research is an Early Access Feature and is not yet a default for all provisioned instances of Slate.

To enable Research:

    1. Select Database from the main navigation.
    2. Select Configuration Keys.
    3. In the Database Configuration section, select Early Access Features.
    4. From the list, select Research.
    5. Click Save.

Note: Changes to configuration keys may take up to 15 minutes to be reflected across all web nodes.

 

Overview Section

The overview section has a default dashboard that displays the research history, first source, and most recent source. Research sources describe the place from which data originate. For example, DonorSearch would be a research source for any information imported from DonorSearch. A custom dashboard can be added to the overview page. Custom dashboards appear above the default dashboard when enabled.

Overview Section

 

Research Sources Section

In the Research Sources section is a table, which supports customized views, that displays the point in time data for each research source. The table can be sorted by the header columns.  

Research Sources Section

New research data can be added through the New Research Data link. Clicking an existing data point presents a popup with more details and an option to edit the data. Each research data point will have a default tab. Custom tabs can be created for a research source, and appear to the right of the default tab.     

New Research Data

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