> ## 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 10, 2026

> Product updates and documentation corrections since the October 3 documentation review.

## Build and share company dashboards

Create dashboards with charts, metrics, tables, and activity widgets. Preview each book, share with books and people, and publish dashboards as Home tabs.

* [Create and share dashboards](/dashboard/custom-dashboards)
* [Home tabs](/dashboard/home)

## Work with richer contact and person details

Add person-style columns and filters to Other contacts. Track **Gross annual income** and link relationship custom fields to contacts or people.

* [Other contacts](/records/other-contacts)
* [Person details](/records/people)
* [Custom fields](/account-settings/customization/custom-fields)

## Remove tags and choose overview fields in bulk

Remove an existing tag from selected clients, prospects, past clients, or other contacts. Select or unselect all fields in the household overview’s custom fields widget.

* [Client bulk actions](/records/clients/overview#bulk-actions)
* [Overview custom fields](/records/households/custom-fields#choose-fields-for-the-overview-widget)

## Watch person contact details in automations

Use **Attribute changed** to watch primary email, phone, or address changes for selected household roles. **Update attribute** also supports user-reference custom fields.

* [Automation triggers](/platform/automations/triggers#attribute-changed)
* [Update attribute](/platform/automations/actions#update-attribute)

## Review task recommendations and project discussions

Filter pending and rejected tasks by assignee, or by book in All books. Project discussions include linked task comments, and project tables can display milestone form responses.

* [Task recommendations](/activity/tasks/overview)
* [Managing projects](/activity/projects/managing-projects)

## Edit form copy and embed public forms

Edit form text directly in the preview, then publish your changes. Copy embed code for a published public form to display it on your website. Upload fields can also accept intact ZIP files.

* [Editing forms](/platform/intake-forms/creating-and-editing-forms)
* [Website embedding](/platform/intake-forms/publishing-and-sharing#embed-a-form-on-your-website)
* [Uploaded documents](/platform/intake-forms/reviewing-submissions#uploaded-documents)

## Connect Pontera and use updated Fidelity setup

Pontera discovers advisor emails from your firm’s feed so you can assign accounts to books. The Fidelity guide now covers account groups and transmission rules.

* [Pontera setup](/setting-up-slant/integrations/custodian/release-pontera)
* [Fidelity release guide](/setting-up-slant/integrations/custodian/release-fidelity)

## Connect Elevate and review calls across lines

Set up Elevate at the company level, then connect each advisor’s account. Call history includes matching calls across providers and lines; Zoom supports shared Team SMS lines when authorized.

* [Elevate setup](/setting-up-slant/integrations/elevate)
* [Phone and SMS](/setting-up-slant/integrations/phone#call-history-across-phone-lines)

## Review annuity numbers and original email recipients

Reveal or hide masked annuity contract numbers. Synced numbers are read-only. Bulk email history retains the original To, CC, and BCC recipients.

* [Accounts and annuities](/records/households/accounts)
* [Bulk email delivery history](/records/bulk-email#tracking-delivery)

## Use longer sequences and correct uploaded transcripts

Sequences support up to 10 email steps. Updated meeting guidance explains how to replace an uploaded transcript.

* [Creating sequences](/platform/sequences/creating-sequences)
* [Meeting transcripts](/activity/meetings/creating-and-recording-meetings)

## Place additional Slanta orders

Create another order for additional clients. Clients with gifts already ordered or reserved are excluded from the new gift list.

* [Slanta Claus](/platform/slanta-claus#order-for-additional-clients)

## Preserve imported identification and mask account notifications

Redtail passport values import into the secure person field. Custodian account numbers are masked in notification and digest emails.

* [Redtail imports](/setting-up-slant/importing-your-data/from-redtail)
* [Notifications](/dashboard/notifications)

## Use expanded public API references

The API reference includes employment, relationship labels, related records, manual accounts, annuities, and insurance policies.

* [Public API reference](/api-reference/overview)


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