> ## 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.

# July 17, 2026

> Updates released since July 10, 2026.

## Build client reports around people

Filter-based client reports can now show one row per household or one row per individual person. After choosing **Client**, answer **Who should each row represent?** with **Households** or **People**. People-based reports include person fields, filters, columns, and CSV downloads.

* [Reports](/platform/reports)

## Control access to sensitive meetings

Admins and book principals can make eligible past notetaker meetings private. Open the meeting's **...** menu, choose **Make private**, then select who should retain access in **Meeting privacy**. The book principal always keeps access, while excluded users no longer see the meeting in lists, activity, chat results, or reports.

Some processed recordings also offer **Reprocess with AI**, a one-time action that replaces the transcript and regenerates meeting notes.

* [Meeting review](/activity/meetings/meeting-review)
* [Meetings overview](/activity/meetings/overview)

## Import Wealthbox pipelines and opportunities

The Wealthbox import wizard now has an **Import workflows / opportunities** step. Along with importing workflows as projects, you can turn on **Import opportunities** to create pipelines, stages, linked opportunities, standalone opportunities, and their comments from current Wealthbox data.

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

## Configure projects more completely from automations

The automation **Start project** action now supports **Project name**, **Assigned to**, and form fields from the project's first milestone. Values can include data supplied by the trigger. Chat-triggered runs that still need a required value provide a **Complete project setup** link before starting the project.

Project management also has two workflow improvements: **Duplicate** now copies a project type within its current company or book scope, and completing a milestone with open tasks shows the remaining count plus a **Mark open tasks as complete** option.

* [Automation actions](/platform/automations/actions#start-project)
* [Project types](/activity/projects/project-types#duplicate-a-project-type)
* [Managing projects](/activity/projects/managing-projects#complete-a-milestone)

## Track multiple values in one custom field

The new **Multi select** custom field type lets you choose several values from a defined option list. Values display as pills and work with inline editing, bulk updates, filters, reports, and the public API.

* [Custom fields](/account-settings/customization/custom-fields)

## Standardize household names and shared addresses

Admins can set **Default household name** under **Settings** → **Company settings**, with formats ranging from **John Smith Household** to **The Smith Family**. You can customize an individual household's name or return it to the company convention with **Use default name**.

Household members can also select **Same as head of household** for their address. Slant displays the head's current address without maintaining a duplicate copy.

* [Households overview](/records/households/overview#default-household-names)
* [People](/records/people#personal-information)

## Trigger automations for age milestones

Use the new person trigger **Age milestone** for living heads of household, spouses, and partners in client households who are approaching a selected age. Choose a standard or custom milestone and a look-ahead window from **Week** through **4 weeks**; Slant evaluates the automation on Monday at 8 AM in the book's timezone.

* [Automation triggers](/platform/automations/triggers#age-milestone)

## Email improvements for records

Business records now have an **Emails** tab for viewing threads and composing messages. Email lists also hide calendar invitations by default; click **Show calendar invites** when you need to include them.

* [Businesses](/records/businesses#tabs)
* [Household email](/records/households/email#view-a-thread)

## Clearer multi-book CSV exports

Client and prospect household CSVs and business report CSVs downloaded from **All books** now include a **Book** column, making each exported record's source clear. People CSVs do not include this column, and full ZIP exports remain book-specific.

* [Exporting your data](/setting-up-slant/exporting-your-data#csv-download)

## Book chat prompt snippets

Prompt snippets can now use the **Book** chat type, so reusable prompts are available in book-level chat alongside the existing client, prospect, and meeting options.

* [Prompts](/account-settings/customization/prompts)

## More improvements

* Failed SMS messages now offer **Retry** from the conversation.
* Public API notes can be updated, and task create/update requests support labels.