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Bulk updates let you modify multiple records simultaneously. Instead of editing clients one by one, update dozens or hundreds of records in a single action.

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What can be bulk updated

Bulk updates work on:
Record typeUpdatable fields
ClientsTier, tags, assigned advisor, status
ProspectsStage, tags, assigned advisor, status
ContactsType, tags, assigned advisor
TasksAssignee, due date, labels, priority, status
PeopleTags, roles

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Perform a bulk update

1

Navigate to the list

Go to the relevant section (Clients, Tasks, etc.).
2

Filter if needed

Use filters to show only records you want to update.
3

Select records

Check boxes next to records, or:
  • ⌘ A / Ctrl A — Select all visible
  • Shift + Click — Select a range
  • ⌘ + Click — Add to selection
4

Click Bulk update

Click Bulk update in the action bar (or right-click menu).
5

Choose field to update

Select which field to modify.
6

Set new value

Enter or select the new value.
7

Apply

Click Apply to update all selected records.

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Bulk update examples

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Change client tiers

Promote all B-tier clients who meet certain criteria to A-tier:
1

Filter clients

Filter to show B-tier clients with AUM over $1M.
2

Select all

Press ⌘ A to select all filtered results.
3

Bulk update

Click Bulk update → Tier → A.
4

Confirm

Review the count and click Apply.

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Reassign advisor

When a team member leaves, reassign their clients:
1

Filter by advisor

Filter clients assigned to the departing advisor.
2

Select all

Select all filtered clients.
3

Update assignee

Bulk update → Assigned advisor → [New advisor].
4

Apply

Clients are reassigned.

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Add tags to multiple records

Tag a group of clients for a campaign:
1

Select clients

Choose the clients to tag.
2

Bulk update tags

Click Bulk update → Add tag.
3

Select or create tag

Choose existing tag or create new one.
4

Apply

Tag is added to all selected records.

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Complete multiple tasks

Mark several tasks as done at once:
1

Go to tasks

Navigate to your task list.
2

Select tasks

Check the tasks you’ve completed.
3

Bulk complete

Click Bulk update → Status → Complete.

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Update task due dates

Reschedule multiple tasks:
1

Filter tasks

Filter to tasks you need to reschedule.
2

Select tasks

Choose the tasks to update.
3

Set new due date

Bulk update → Due date → [Select date].

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Add vs replace

For multi-value fields (like tags), you can choose:

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Add to existing

Keeps current values and adds new ones:
  • Client has tags: Annual review due, Newsletter
  • Add tag: Priority follow-up
  • Result: Annual review due, Newsletter, Priority follow-up

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Replace all

Removes existing values and sets only the new ones:
  • Client has tags: Old tag 1, Old tag 2
  • Replace with: New tag
  • Result: New tag
“Replace” removes ALL existing values. Use with caution. “Add” is usually safer.

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Undo bulk updates

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Immediate undo

Right after a bulk update, you may see an Undo option. Click it to revert changes.

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Manual reversal

If undo isn’t available:
1

Filter affected records

Use the new value to find what was just updated.
2

Select records

Choose the records to revert.
3

Bulk update again

Set the field back to the original value.
Slant doesn’t maintain a full change history for bulk updates. Document major changes for your records.

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Bulk delete

Remove multiple records at once:
Bulk delete is permanent. Records cannot be recovered after deletion.
1

Select records

Choose the records to delete.
2

Click Delete

Click Delete in the action bar.
3

Confirm

Type the number of records to confirm deletion.

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What can be bulk deleted

Record typeBulk delete available
TasksYes
NotesYes
Clients/ProspectsNo (safety measure)
ContactsNo (safety measure)

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Bulk operations limits

OperationLimit
Records per bulk update500
Records per bulk delete100
Bulk updates per minute10
For larger operations, process in batches or contact support.

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Best practices

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Preview before applying

Always review:
  • How many records are selected?
  • What value will be set?
  • Is this the correct field?

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Use filters wisely

Start with good filters to target the right records:
  1. Apply filters first
  2. Verify filtered results look correct
  3. Then select and update

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Update in batches

For large updates, work in batches:
  • Easier to verify results
  • Simpler to undo if needed
  • Less risk of mistakes

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Document significant changes

For major bulk updates:
  • Note what was changed
  • Record when and why
  • Keep for compliance if needed

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Test with small groups

When unsure:
  1. Select a few records (2-3)
  2. Apply the bulk update
  3. Verify results
  4. Then do the full batch

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Automating bulk updates

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With workflows

Automate updates based on triggers:
  • When client AUM exceeds threshold → Update tier
  • When task overdue by 7 days → Add “Overdue” tag
  • When prospect added → Assign to on-duty advisor
See Workflows for automation options.

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With imports

For complex updates, consider:
  1. Export current data
  2. Modify in spreadsheet
  3. Re-import with updates
See Importing data for import options.

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Troubleshooting

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Update didn’t apply

Check:
  • Did you click Apply/Confirm?
  • Did the operation complete without errors?
  • Refresh the page and check again

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Wrong records updated

If you updated the wrong records:
  • Use Undo immediately if available
  • Otherwise, filter to affected records and reverse manually

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Operation too slow

Large bulk updates may take time:
  • Wait for completion notification
  • Don’t navigate away during the operation
  • Contact support if it seems stuck

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Next steps

Bulk email

Send to multiple recipients

Workflows

Automate updates