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Custom fields let you add your own data points to records in Slant. Define fields once at the company level, and they become available on every record of that type across all books. For information on viewing and editing custom field values on a record, see custom fields on households.
Only admins can create, edit, or delete custom fields.

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Create a custom field

1

Go to custom field settings

Go to Settings → Data customizations → Custom fields.
2

Click New custom field

3

Fill in the field details

  • Field name — the label shown on records (e.g., “Last meeting at” or “Risk tolerance”)
  • Object — the record type this field applies to: Household, Person, Business, or Opportunity
  • Field type — the kind of data this field stores (see field types below)
4

Click Create field

The field is immediately available on all records of the selected type.

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Field types

TypeDescription
TextShort text value
Rich textFormatted text with bold, lists, and links
NumberNumeric value. Choose a format: Number, Currency, or Percentage
DateA calendar date
Yes/NoA true/false toggle
Single selectChoose one value from a list of options you define
RelationshipsLink to another record — Household / Client / Prospect, Business, or User
User referenceLink to a team member
URLA web link

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Edit a custom field

From the custom fields list, click the row to open the edit form. You can change the field name, add or remove select options, and update relationship settings.
The field type and object cannot be changed after creation. If you need a different type, create a new field and delete the old one.
For single select fields, you can add new options at any time. Options that are already in use on records cannot be removed.

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Delete a custom field

Click the delete icon on the field row and confirm. Deleting a custom field removes all stored values for that field across every record.
Deleting a custom field permanently removes all of its values. This cannot be undone.

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Fill with AI

For custom fields on households, you can use AI to populate values in bulk.
1

Open the AI fill action

On the custom fields list, click the icon on a household-type field.
2

Write a prompt

Describe what value the AI should generate for each household (e.g., “Summarize this client’s investment goals based on their meeting notes”).
3

Choose options

Select whether to overwrite existing values or only fill blank ones, and which household types to include (clients, prospects, or both).
4

Start the fill

The AI processes each household in the background. You can continue using Slant while it runs.

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Field keys

Every custom field gets an auto-generated field key based on its name (e.g., “Risk Tolerance” becomes risk_tolerance). Field keys are used in automations and reports. They cannot be changed after creation and are shown on the edit form as a read-only value.

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Custom fields as columns

Custom fields can be added as columns on list pages like clients, prospects, and businesses. When adding a column to a data view, select an existing custom field from the dropdown or create a new one directly from the column picker.

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FAQ

No. Custom fields are defined at the company level and apply to all books. The same fields appear on every record of that type, regardless of which book it belongs to.
Yes. Custom fields appear as filter options on list pages. You can filter by exact match, contains, blank/not blank, and other operators depending on the field type.
There is a limit of 63 characters for field keys (derived from the field name). In practice, you can create as many fields as you need.
Yes. Custom field values can be used as conditions in automations and as variables in task templates.

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Next steps

Custom fields on records

View and edit custom field values on households

Data views

Add custom field columns to your list views