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Standard Datasets
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Standard Datasets
The Organizations and Organizations Contacts datasets that come pre-loaded with your database.
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Organization Statistics Dataset Row Query
It is possible to embed a query that displays relevant statistics for the organization record being viewed on an organization dataset record. For example, this can include inquiry and application counts by term, counting only those where the organiz...
Updated : 09 Nov 2023
Dataset Types for Advancement
Dataset types can be used to link a dataset to existing Slate functions and enable features in the dataset. The dataset types are case-sensitive, and when multiple types are added to a dataset, the list of types must be delimited by a comma. giv...
Updated : 22 Nov 2023
Customizing the Organization Dashboard
This article describes the function of the New Record link and how to add a custom Organization Contacts data entry form link to a custom Organization dashboard. Using the Standard New Record Link Slate provides a New Record link on t...
Updated : 09 Nov 2023
Populate Location Information for Organization Records via Index/Header Rule
When a database is initially provisioned, the standard Organizations dataset is configured to display the Location information on the Lookup page – these values are preset/pre-loaded. However, for newly added/updated Organizations record...
Updated : 09 Nov 2023
Updating the Organizations Dataset
The Organizations Dataset Updates query in the Standard Query Library compares the standard Technolutions Organization list against the existing Organization dataset in your database. The standard list is based on an amalgamation of The College ...
Updated : 09 Nov 2023
Organization Contacts Dataset Overview
Every Slate database is provisioned with an existing organization contacts dataset and is considered the child dataset associated with the organizations dataset. This dataset is used to manage individual persons associated with an organization. This...
Updated : 08 Nov 2023
Companies and Foundations Record
Companies and Foundations datasets comprise non-human entities that have the capacity to give. A Companies and Foundations record has all the same options as a constituent record, with some exceptions to the Profile tab. Like a constituent record, c...
Updated : 22 Nov 2023
Migrating Custom Organization Contact Email & Phone Fields
The organization contacts dataset is pre-delivered with custom fields for phone and email, in addition to the standard device table. The current best practice is to inactivate the custom phone field, convert the custom email field into a unique-for-...
Updated : 08 Nov 2023
Organization Contacts Custom Dataset Row Query
This article describes the function of the listed Organizations Contacts on the Organization Dashboard and provides the procedure to replace the standard list with a custom Organization Contacts list. Comparing the Standard and Custom Embedded Data...
Updated : 09 Nov 2023
Organization Contacts Display Name Rule
When collecting the first and last names of an organization contact through a form, the first name and last name fields display in the corresponding fields on the record's Details tab. A separate field called "display name" will display the title ...
Updated : 08 Nov 2023
Organization Contact New Record Form
This article will offer best practices in building a data entry form to create a new or update an existing organization contacts record and associating this record with an organization record. Once created, review Customizing the Organization Dashb...
Updated : 08 Nov 2023
Funds Dataset for Advancement
The Funds dataset houses information associated with funds that the advancement office manages. Storing funds as their own entities within Slate allows multiple data points such as accounting information, fund contacts, etc., to all be maintained to...
Updated : 09 Nov 2023
Dataset Dashboard for Advancement
Slate can display high-level information about any given dataset and its related attributes on the dashboard tab. Additionally, dataset row queries can be created and embedded on the dashboard or on a custom tab to dynamically display a list of rela...
Updated : 09 Nov 2023
Store Appeal Data in a Dataset for Advancement
Advancement offices have historically created prompt lists to store appeals data. However, if your process involves tracking a lot of data within each appeal, storing all that data in a prompt list can be cumbersome. To allow for the setting of addi...
Updated : 09 Nov 2023