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.
Private tasks
Tasks can now be marked Private so only the creator, assignee (or members of the assigned team), and collaborators can see them — including admins. Toggle privacy with the lock icon in the task create form footer or from the Visibility row in the task side panel.Lock a note for view-only access
You can now lock a note to prevent further edits, mentions, tag changes, or deletion. From a note’s ⋮ menu, choose Lock; the note becomes view-only for everyone (including the author) until someone unlocks it.Edit scheduled emails
Scheduled emails can now be edited before they send — content, recipients, attachments, and send time. Click the pencil next to the Scheduled for badge in the email view to reopen the composer; a Save button replaces Send while editing.Improved recipient search in the email composer
The To, Cc, and Bcc fields now search across email addresses, person names, and business names, with results grouped by Businesses, Contacts, Clients, Prospects, and Users.New CSV import fields
Household and contact CSV imports gained several new fields. Households now accept Client since, LinkedIn URL, Company (creates an employment record), and Note (creates a note on the household). Contacts now accept LinkedIn URL, Company, and full address fields.Spouse extraction in Parse and create contact
The Parse and create contact automation action now extracts a spouse or partner alongside the head of household when creating a Client or Prospect. The relationship is inferred from the source content — “wife/husband” maps to spouse, “partner/domestic partner/fiancé” maps to partner.Company-wide automations support company-wide pipelines and project types
A company-wide automation can now reference a company-wide pipeline or project type in its Create opportunity, Find opportunity, Move to stage, and Start project actions. Book-scoped pipelines and project types still require a per-book automation.Nudges filtered to your assigned clients
Admins can now scope nudges to each user’s assigned clients via a household custom field. Set it under Settings → Data customizations → Nudges. Once configured, the nudges card on the daily overview adds a My nudges / All nudges toggle so users can switch contexts.Calendar edit permissions
Calendar owners can now grant edit access to specific teammates on a shared calendar. Permissioned teammates can create, update, reschedule, and delete events on that calendar. Manage access from the Calendar edit access section under Calendar sharing in your email and calendar account settings.Custodian advisor codes auto-link existing accounts
When you assign an advisor code to a book, Slant now scans existing custodian accounts under that code and links any whose tax ID matches a household in that book. Previously only newly-arriving accounts were auto-linked.Business activity feed and updated overview
Each business now has an activity feed showing the business creation event plus tasks, notes, and meetings filed on it. The business Overview tab also got a new layout: Meetings, Tasks, and Related records widgets across the top, with the activity feed full-width below.Auto-advance respects open tasks on the final milestone
Projects with an All tasks completed auto-advance trigger no longer mark the project complete from the final milestone unless that milestone has tasks and none are still open. The manual Complete path on a milestone or the project menu remains the way to finish a project that has open tasks.API and Zapier: update opportunities and contact details
The v1 API now supportsPATCH /v1/opportunities/:id for partial opportunity updates (name, value, probability, target close date, household, pipeline stage, owner, custom fields), and exposes pipeline and pipeline stage endpoints for dynamic pickers. The Zapier integration uses these to add an Update Opportunity action plus four new actions for editing existing person sub-records — Update Address, Update Phone, Update Email, and Update Employment.