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Slate Knowledge Base
Admissions & Enrollment
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 14 articles
Relationships
Relationships Overview
Relationship Records
Custom Relationship Fields
Linked Relationships
Customizing Records
Tags
Dashboards
Updating Dashboard Data with Forms
Customizing the New Record Lookup Link
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
Consolidating and Merging Dataset Records
Consolidating Records
Database Cleanup Tools
Consolidate Records and the effects of Main vs. Duplicate
Nightly Cleanup of Duplicate Data & Fixing Invalid Items
Consolidating and Merging Person Records
Consolidating and Merging School Records
See all 10 articles
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