The Research tab enables the storing and managing of point-in-time qualitative contextual data from 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).

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

Overview Section

The overview section includes 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.

Research Sources Section

The Research Sources section includes a table that supports customized views and displays the point-in-time data for each research source. Clicking the column headers can sort the table.  

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 will appear to the right of the default tab.