Custom fields let you capture data that is specific to your practice. Add fields for any information Slant does not track by default — risk tolerance, investment style, referral source, or anything else you need.
What are custom fields?
Custom fields are additional data points you define at the company level. They appear on records alongside standard fields and can be:
- Filled in manually on each record
- Imported via CSV
- Used in filters and table views
- Included in exports
- Referenced in workflows
Supported record types
Custom fields can be added to these record types:
| Record type | Example custom fields |
|---|
| Households (clients and prospects) | Risk tolerance, investment style, referral source |
| Businesses | Industry, annual revenue, number of employees |
| Opportunities | Deal source, expected close date, proposal sent |
Custom field types
Slant supports these field types:
| Type | Use for | Example |
|---|
| Text | Short text values | ”Preferred name” |
| Rich text | Longer formatted content | ”Investment philosophy” |
| Number | Numeric values (plain, currency, or percentage) | “Years as client” |
| Date | Calendar dates | ”Policy renewal date” |
| Yes/No | True/false values | ”Accredited investor” |
| Single select | One choice from a defined list | ”Risk tolerance” |
| Relationships | Link to another record | ”Referred by household” |
| User reference | Link to a team member | ”Assigned planner” |
Create a custom field
- Navigate to Settings > Data customizations > Custom fields
- Click New custom field
- Fill in the form:
- Field name — A descriptive display name
- Object — Which record type this field applies to (Household, Business, or Opportunity)
- Field type — The type of data this field stores
- Format — For number fields, choose Number, Currency, or Percentage
- Options — For single select fields, add the list of choices
- Click Create field
Note: The object and field type cannot be changed after creation. Choose carefully.
View custom fields on records
Custom fields appear in a dedicated Custom fields section on each record:
- Open a client, prospect, business, or opportunity
- Look for the Custom fields section
- Click on a field value to edit it inline
Add custom fields as table columns
Display custom fields in your list views:
- Open the Clients, Prospects, or relevant list view
- Click the column manager in the table header
- Select the custom fields you want to display
- Custom field columns can be sorted and filtered like standard columns
Edit a custom field
- Navigate to Settings > Data customizations > Custom fields
- Click the edit icon next to the field
- You can update the display name, format (for numbers), and options (for single select)
- Click Save changes
Note: You cannot change the field type or object after creation.
Delete a custom field
Deleting a custom field permanently removes it and all its saved values across every record. This action cannot be undone.
- Navigate to Settings > Data customizations > Custom fields
- Click the delete icon next to the field
- Confirm the deletion
The confirmation dialog shows how many saved values will be removed.
Import custom field values
When importing via CSV, custom fields appear as additional mapping targets:
- Include a column for the custom field in your CSV
- During the mapping step, map your column to the custom field
- Values populate the custom field on each imported record
See CSV import for details.
Best practices
Plan before creating
Think through your needs:
- What data do you need to capture?
- Which field type fits best?
- What will you do with the data?
Use clear names
Choose descriptive field names:
- “Primary investment goal” instead of “Field 1”
- “Risk tolerance” instead of “Misc”
Review periodically
Check your custom fields regularly:
- Are all fields being used?
- Should any be deleted?
- Do the names still make sense?
Common use cases
Client segmentation
- Risk tolerance (Single select: Conservative, Moderate, Aggressive)
- Accredited investor (Yes/No)
- Investment style (Single select: Growth, Income, Value)
Relationship tracking
- Years as client (Number)
- How we met (Single select: Referral, Seminar, Web)
- Referral source (Relationship: links to another household)
Service tracking
- Annual review month (Single select: Jan—Dec)
- Billing type (Single select: AUM, Flat fee, Hourly)
- Assigned planner (User reference)
Troubleshooting
Field not showing on a record
- Verify the field was created for the correct record type
- Household custom fields appear on both clients and prospects
Cannot delete a field
- Verify you have the appropriate permissions
Next steps
