> ## 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 17, 2026

> Product updates and accuracy corrections since the October 10 code review, including the October 12 documentation review.

## Control custom-field Autofill

Choose which household types Autofill runs for. Clear the prompt and save to stop future fills while preserving existing values.

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

## Move businesses between books

Move selected businesses and their history to another book in your company. Linked contacts stay in their existing books.

* [Businesses](/records/businesses)

## Count labeled notes as touchpoints

Choose which note labels count toward engagement. Other contacts also have a Last touchpoint column and filter.

* [Engagement](/account-settings/customization/engagement)
* [Notes](/records/notes)
* [Other contacts](/records/other-contacts)

## Share meetings with multiple recipients

Review suggested external attendees, add other recipients, and create a separate link for each person.

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

## Keep project answers when inputs change

Deleted milestone inputs retain their answers and files under Removed inputs. If a teammate advances a milestone, save your responses before reviewing the current step.

* [Managing projects](/activity/projects/managing-projects)

## Personalize record names and bulk email

Use preferred-name variables when renaming households. Bulk email separates recipient details from household-only placeholders.

* [Clients](/records/clients/overview)
* [Prospects](/records/prospects)
* [Bulk email](/records/bulk-email)

## Select report rows before bulk actions

Choose which clients or prospects receive a bulk action from report results. Selection supports up to 500 records.

* [Reports](/platform/reports)

## Reuse RingCentral authorization

Connect another book in the same company using an account you already authorized. Re-authentication updates the shared login across connected books.

* [Phone and SMS](/setting-up-slant/integrations/phone)

## Understand import and custodian results

Redtail referred-by values can link to an unambiguous existing record. Custodian guidance explains Updates unavailable and incomplete Pershing pricing.

* [Importing from Redtail](/setting-up-slant/importing-your-data/from-redtail)
* [Custodian integrations](/setting-up-slant/integrations/custodian/overview)

## Continue earlier chat work and recover email drafts

Ask Book chat follow-ups about earlier files in the same conversation. Reopen a failed email with Retry and reconnect its sending inbox when needed.

* [Book chat](/dashboard/book-chat)
* [Email](/records/households/email)

## Review permissions and calculated form answers

Manage reporting connections permission controls Black Diamond links. Calculated form answers are read-only, and mapped decimal risk scores round to whole numbers.

* [Black Diamond](/setting-up-slant/integrations/black-diamond)
* [Reviewing submissions](/platform/intake-forms/reviewing-submissions)

## Find people in global search

The command palette groups people separately from their parent household or other contact.

* [Keyboard shortcuts](/help/keyboard-shortcuts)


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