Skip to main content
What’s new and improved in Slant.

​
April 10, 2026

​
International addresses

Addresses now support countries beyond the United States. When editing an address, select a country using the flag icon next to the state field. For non-US countries, the state field accepts free text and the postal code field accepts any format.
  • People — updated address field description
  • CSV import — second address fields added

​
International phone numbers

Phone number fields now accept international formats. Select a country using the flag icon next to the input. Non-US numbers display with the country calling code.
  • People — updated phone field description

​
Past client household creation

When creating a new household from a person, you can now choose Past client as the household type in addition to Client and Prospect.

​
Tables in notes

The notes editor now supports tables. Use the table button in the toolbar or type / and select Table from the menu to insert a 2x2 table. Add rows and columns, rearrange content, and navigate cells with Tab and Enter.

​
Projects: compact view and “Created by” filter

The pipeline view now includes a compact card layout toggle and a Created by filter available under Filter.

​
Custom field AI fill improvements

The Fill with AI feature now sends a notification and a summary in book chat with links to updated records when the fill completes.

​
Task template deadline presets

The Due in field on task templates now offers presets (same day, 1 day, 1 week, etc.) and a custom option with days, weeks, months, or years.

​
Book chat: custodian and account data

Book chat now has access to custodian account holdings, balances, recent transactions, and manual accounts.

​
DocuSign field delegation

When sending a document for signature, you can now delegate unfilled fields to signers to complete during signing. Admins can configure default signer mappings per template in document filler settings.

​
Checkbox groups in document templates

The document filler now supports checkbox groups as a field type alongside text fields, checkboxes, dropdowns, and radio groups.

​
CSV import: second address

You can now map a second address during CSV import for clients and prospects, with fields for line 1, line 2, city, state, ZIP, and type.