> ## 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.

# October 3, 2026

> Product updates and documentation corrections since the September 30 documentation review.

## Prepare client holiday gifts with Slanta Claus

Choose gifts for clients in a book, prepare individual or shared card messages, and review mailing details and the order before payment.

* [Slanta Claus](/platform/slanta-claus)

## Add custom fields to manual financial accounts

Track practice-specific account details in manual account forms and filter the account list by those fields.

* [Custom fields](/account-settings/customization/custom-fields)
* [Manual account details](/records/accounts/manual-accounts#track-custom-account-details)

## Personalize subjects and sequence tasks with variables

Type `{` to insert variables in email subjects, sequence SMS messages, and sequence task titles and descriptions. Automation emails also support current-date and spouse or partner values.

* [Email template variables](/account-settings/customization/email-templates#template-variables)
* [Sequence steps](/platform/sequences/creating-sequences#edit-steps)
* [Automation email actions](/platform/automations/actions#send-email)

## Keep automation tasks in the current project milestone

**Create task** links tasks to the current milestone when a project is available. Project tasks cannot repeat. Task triggers can filter by **Task title**, and date attributes support **In 1 year**.

* [Create task](/platform/automations/actions#create-task)
* [Update attribute](/platform/automations/actions#update-attribute)

## Arrange books and focus your email overview

Reorder your books from your profile. In **All books**, use **My emails only** to focus **Important emails** on your own mailboxes.

* [Book order](/account-settings/profile#reorder-books)
* [Important emails](/dashboard/daily-overview#important-emails)

## Connect Black Diamond with reporting permission

Connect Black Diamond from **Reporting** settings with **Manage reporting connections** permission. Addepar still needs to be enabled separately.

* [Black Diamond](/setting-up-slant/integrations/black-diamond)
* [Addepar](/setting-up-slant/integrations/addepar)

## Preserve more Wealthbox contact details

Wealthbox imports now retain job titles, LinkedIn URLs, and **Referred by** relationships.

* [Wealthbox field mapping](/setting-up-slant/importing-your-data/from-wealthbox#field-mapping-reference)

## Receive data from more DST providers

DST FANmail support now includes Lincoln Financial Group, Brighthouse Financial, MFS Investment Management, and Midland National Life.

* [DST provider support](/setting-up-slant/integrations/custodian/release-dst#supported-providers)

## Review signer phone numbers before DocuSign

When phone verification is required, review or correct the selected signer's phone number before continuing.

* [Send documents for signature](/records/households/document-filler/sending-for-signature)

## Set up Intulse at the company level

Configure the organization API key, extensions, and sending access in the updated phone setup guide. Existing configurations without a key pause sync and sending until a valid key is saved.

* [Intulse setup](/setting-up-slant/integrations/phone#intulse)


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