> ## 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.

# June 19, 2026

> Updates released since June 15, 2026.

## Automatic sign-out

Admins can require users to be signed out after a chosen period of inactivity. Set the policy under **Settings** → **Company profile** → **Automatic sign-out**, with options from 15 minutes to 12 hours or **Never**. When the limit is close, Slant shows a **Still there?** warning before signing the user out.

* [Automatic sign-out](/account-settings/automatic-sign-out)

## Note and comment mention notifications

Mentions in notes now generate a notification just like mentions in comments. Clicking a note mention opens the note on its source record so you can jump straight to the thread.

* [Notifications](/dashboard/notifications)
* [Notification settings](/account-settings/notifications)

## RBC and SEI custodian integrations

RBC and SEI custodial accounts can now sync into Slant. Contact support to set up either custodian for your firm.

* [Custodian integrations](/setting-up-slant/integrations/custodian/overview)
* [Setting up a custodian](/setting-up-slant/integrations/custodian/setup)

## Cross-book related records

Related records can now link to any record in your company, including records that live in another book you can see. The search in the relationship picker spans every book, making it easier to connect households, contacts, and businesses across teams.

* [Related records](/records/households/related-records)

## Cross-book custodian account visibility

The **Linked household** column on the custodian accounts list now shows when an account is linked in another book. If you can see that book, the cell shows the book's name; if not, it reads **Assigned in another book**. You can still link the account in the current book regardless.

* [Custodian accounts](/records/accounts/custodian-accounts)
* [Linking custodian accounts](/setting-up-slant/integrations/custodian/linking)

## Restrict user-reference custom fields to specific teammates

User-reference custom fields now support an allow-list of teammates. Open the field, switch **Selectable users** to **Selected users**, and pick who should appear in the dropdown. The restriction applies everywhere the field is set, including bulk and inline edits.

* [Custom fields](/account-settings/customization/custom-fields#restrict-a-user-reference-field-to-specific-teammates)

## `{{current_date}}` placeholder in mail merge

Mail merge templates can now include `{{current_date}}` to insert today's date in the book's timezone — useful for letterheads and dated correspondence.

* [Mail merge](/records/mail-merge#write-merge-fields)

## Email and calendar sync progress badge

While a freshly connected mailbox is backfilling, the integration card shows a progress badge with separate rings for calendar and email plus a `+N` chip for any additional accounts. Initial syncs can take up to 24 hours depending on the size of your mailbox.

* [Email and calendar integration](/setting-up-slant/integrations/email-and-calendar)

## Contact roles in Wealthbox import

Wealthbox **Contact roles** now import into household user-reference custom fields, so role assignments like "Financial Planner" or "Attorney" carry over to Slant automatically.

* [Importing from Wealthbox](/setting-up-slant/importing-your-data/from-wealthbox)