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  1. Slate Knowledge Base
  2. Admissions & Enrollment
  3. Records

Records

Subsections

Getting Started with Records

  • Create a Test Record
  • Person Record: Profile Tab Settings
  • Customizing The Record Lookup Page
  • Troubleshooting the Person Record
  • Folders

Custom Tabs

  • Custom Tabs
  • Modifying Standard Profile Tab Settings
  • Tab Colors
  • Migrating from Field Tabs to Form Tabs

Interactions & Activities

  • Interactions
  • Custom Interactions
  • Watch Flag Interaction
  • Active Links in Interactions and Activities
  • Batch Interaction and Activity Management

Profile

  • Citizenship Status
  • Biographical
  • Preferred Name Merge Field
  • Schools
  • Scores
  • See all 13 articles

Relationships

  • Relationships Overview
  • Relationship Records
  • Custom Relationship Fields
  • Linked Relationships

Customizing Records

  • Updating Dashboard Data with Forms
  • Customizing Dashboards
  • Customizing the New Record Lookup Link
  • Tags

Entities

  • Entities Overview
  • Creating and Displaying Entities

Person Record Automations

  • Populations
  • Automate the Person Status
  • Set or Update a Person Field Value
  • Automate Setting / Unsetting a Tag
  • Mark a Record as Active or Inactive
  • See all 6 articles

Research

  • Research Overview
  • Adding Research to a Record
  • Research Data Keys
  • Research Sources
  • Research Materials and Material Metadata

Datasets

  • Datasets Overview

💻 Webinars

  • 💻 Person Record Overview
  • 💻 Tags Overview
  • 💻 Slate Interactive Encore (2018): Maximizing Your (Dashboard) Potential
  • 💻 Need a Custom Dataset? Don't Fret!

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