> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Data customizations

> Manage templates, pipelines, meeting types, custom fields, and workflow settings from one central settings page.

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.

## Templates

Templates pre-fill forms with standardized values so your team stays consistent.

* **[Task templates](/account-settings/customization/task-templates)** — reusable task definitions with titles, descriptions, assignees, deadlines, priorities, labels, and attachments. Available on both company and book tabs.
* **[Note templates](/account-settings/customization/note-templates)** — standardized note formats with rich text content. Available on both company and book tabs.
* **[Email templates](/account-settings/customization/email-templates)** — pre-written emails with subject lines, body content, and attachments. Available on both company and book tabs.
* **[Mail merge](/records/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.

## Pipelines

[Pipelines](/account-settings/customization/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.

## Custom fields

[Custom fields](/account-settings/customization/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.

## 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.

## Nudges

The **Nudges** card lets admins limit which [nudges](/dashboard/daily-overview#nudges) each user sees by linking nudges to a household custom field that points to a user.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Open the Nudges card">
    Go to **Settings** → **Data customizations** and click **Nudges** on the **Company** tab.
  </Step>

  <Step title="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**.
  </Step>
</Steps>

<Note>
  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.
</Note>

<Note>
  Only admins can manage items on the company tab. Any user can manage book-specific templates and pipelines.
</Note>