What can be bulk updated
Bulk updates work on:| Record type | Updatable fields |
|---|---|
| Clients | Tier, tags, assigned advisor, status |
| Prospects | Stage, tags, assigned advisor, status |
| Contacts | Type, tags, assigned advisor |
| Tasks | Assignee, due date, labels, priority, status |
| People | Tags, roles |
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 visibleShift + 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.
Bulk update examples
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.
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.
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.
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.
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].
Add vs replace
For multi-value fields (like tags), you can choose: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
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
Undo bulk updates
Immediate undo
Right after a bulk update, you may see an Undo option. Click it to revert changes.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.
Bulk delete
Remove multiple records at once: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.
What can be bulk deleted
| Record type | Bulk delete available |
|---|---|
| Tasks | Yes |
| Notes | Yes |
| Clients/Prospects | No (safety measure) |
| Contacts | No (safety measure) |
Bulk operations limits
| Operation | Limit |
|---|---|
| Records per bulk update | 500 |
| Records per bulk delete | 100 |
| Bulk updates per minute | 10 |
Best practices
Preview before applying
Always review:- How many records are selected?
- What value will be set?
- Is this the correct field?
Use filters wisely
Start with good filters to target the right records:- Apply filters first
- Verify filtered results look correct
- Then select and update
Update in batches
For large updates, work in batches:- Easier to verify results
- Simpler to undo if needed
- Less risk of mistakes
Document significant changes
For major bulk updates:- Note what was changed
- Record when and why
- Keep for compliance if needed
Test with small groups
When unsure:- Select a few records (2-3)
- Apply the bulk update
- Verify results
- Then do the full batch
Automating bulk updates
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
With imports
For complex updates, consider:- Export current data
- Modify in spreadsheet
- Re-import with updates
Troubleshooting
Update didn’t apply
Check:- Did you click Apply/Confirm?
- Did the operation complete without errors?
- Refresh the page and check again
Wrong records updated
If you updated the wrong records:- Use Undo immediately if available
- Otherwise, filter to affected records and reverse manually
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