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Citizenship Status
Citizenship Status is not a field in Slate but rather a calculation based on responses to the Primary Citizenship, Secondary Citizenship, and Permanent Residency Status fields. Based on the responses to these fields, Slate determines if the record ...
Updated : 17 Nov 2023
Biographical
Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Clicking the biographical link displays the standard S...
Updated : 08 Mar 2024
Preferred Name Merge Field
The standard field of Preferred Name can be merged into form or event communications as "sys-preferred," even when Preferred Name is not collected on the form itself. This field must appear as an option in the merge fields bar of the message in orde...
Updated : 17 Nov 2023
Schools
This article lists the standard fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Adding a school to a record To add a new i...
Updated : 08 Mar 2024
Scores
Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts.
Updated : 17 Nov 2023
Jobs
Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Jobs and courses data are also saved as grouped fields...
Updated : 17 Nov 2023
Courses, Transfer Credit, and Ongoing Classes
Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Jobs and courses data are also saved as grouped fields...
Updated : 17 Nov 2023
Interests
Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Extracurricular interests and sports data will be save...
Updated : 17 Nov 2023
Sports
Review the standard Slate fields available for storing person data under each section of the profile tab. This knowledge will help avoid field duplication when adding custom fields and prompts. Why aren't there any sports or ratings? A custom...
Updated : 25 Apr 2024
Custom Views: Personal & Shared
Custom views let you add or remove information displayed in a record's profile tab. Default view and exports Customized view and exports Custom views may be used to replace default columns on the following Profile tabs in Slate: ...
Updated : 17 Nov 2023
Using the Deceased Field
The Deceased field is a standard system field that can be manually selected or cleared on a person record's Profile tab. The field is simply a data point that can be exported and filtered on. There are several best practices for using this...
Updated : 17 Nov 2023
USPS address validation and standardization
Slate provides real-time and batched validation and standardization of addresses submitted either interactively or non-interactively. Interactive Validation and Standardization When an address is provided on a form, application, or admini...
Updated : 17 Nov 2023
Preserve Address Format
In an import To preserve the formatting of an address through an import: During the static mapping stage of an import, configure the following settings: Destination: Address, Address - Quality Value: Unverified: Skip Validation ...
Updated : 17 Nov 2023
Profile Tab for Advancement
The Profile tab on the constituent record, and the default fields included in that tab, are used to manage the personal and account information for a constituent record. Overview A summary of the data stored on the profile tab is found in the...
Updated : 23 Nov 2023