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The data customizations page is the central hub for managing templates, pipelines, meeting types, custom fields, and workflow settings. Go to Settings → Data customizations to access it. The page is organized with Company and book tabs at the top. Company-wide items are available across all books. Book-specific items are available only in the selected book.

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Templates

Templates pre-fill forms with standardized values so your team stays consistent.
  • Task templates — reusable task definitions with titles, descriptions, assignees, deadlines, priorities, labels, and attachments. Available on both company and book tabs.
  • Note templates — standardized note formats with rich text content. Available on both company and book tabs.
  • Email templates — pre-written emails with subject lines, body content, and attachments. Available on both company and book tabs.
  • Mail merge — Word templates for printed letters, envelopes, and labels, with merge fields that pull household data into the document. Available on both company and book tabs.

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Pipelines

Pipelines define the stages that opportunities move through. Create pipelines scoped to prospects, clients, or both, and customize stage names, colors, probabilities, and auto-advance behavior. Available on both company and book tabs.

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Custom fields

Custom fields let you track data unique to your practice on households, people, businesses, and opportunities. Choose from text, number, date, yes/no, single select, relationships, and more. Available on the company tab only.

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Meeting types

Meeting types categorize meetings and help Slant tailor meeting AI. Slant includes locked defaults, and admins can add custom company-wide types with a name, color, and AI description. Archived custom types are hidden from future pickers but remain on existing meetings and prompt customizations. Available on the company tab only.

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Nudges

The Nudges card lets admins limit which nudges each user sees by linking nudges to a household custom field that points to a user.
1

Create a user reference custom field

Go to Settings → Data customizations → Custom fields and add a custom field on Household with type User reference (for example, “Lead advisor”). Set this field on each household to the user responsible for that client.
2

Open the Nudges card

Go to Settings → Data customizations and click Nudges on the Company tab.
3

Pick the assigned advisor field

Under Assigned advisor field, select the custom field you created. To turn the filter off, choose None — show all nudges to everyone.
When set, each user only sees nudges for clients where this field equals them. Nudges with no client and clients with a blank value remain visible to everyone. Users can override the filter from the nudges panel using the My nudges / All nudges toggle.
Only admins can manage items on the company tab. Any user can manage book-specific templates and pipelines.