Businesses

Businesses are company records that represent organizations relevant to your practice — employers, custodians, vendors, referral firms, or any other entity you want to track. You can link other contacts and people to a business through employment records, and attach tasks, meetings, notes, and comments directly to a business.

​

Creating a business

​

The business list

The Businesses page displays all businesses in a table with these default columns:

• Business — the business name (links to the detail page)
• Email address — primary email
• Phone number — primary phone
• Website — website URL (opens in a new tab)
• Industry — industry category
• Tags — assigned tags (editable inline)

Click any column header to sort by that field. You can sort by name, email, website, industry, created date, and updated date.

​

Search

Click the icon in the toolbar or start typing to search businesses by name. Results update as you type.

​

Filtering

Use the Tags chip at the top of the list to quickly filter by tag. Click Filter for additional conditions:

• Name, Email, Phone number, Industry, Website — match by text
• City, State, ZIP — match by address fields
• Tags — filter by one or more tags
• Book — filter by book (visible when viewing across all books)

Custom fields also appear as filter options.

​

Views

The default view is All businesses. Click the + button next to the view tab to create a custom view with saved filters and sort order. Rename a view by clicking its name.

​

Managing a business

Click a business name in the list to open its detail page.

​

Header

The header displays the business name, primary email (as a clickable badge), and a profile picture. Click + Add tags to assign tags for categorization and filtering. Use the buttons in the top-right corner:

• Add task — create a task linked to this business
• Start meeting — start an in-person, online, or past meeting filed under this business. Choose a Meeting type in the create form, and Slant generates an AI meeting prep brief for upcoming business-only meetings.
• Start project — start a project filed under this business. The project type list is limited to types whose Owner kind is business.
• … (more menu) — add a note, edit the overview layout or tab order (admins only), or destroy the business

​

Tabs

The left side of the detail page has tabs for:

• Overview — a customizable dashboard with Meetings, Tasks, Projects, Opportunities, and Related records widgets and an Activity feed. See the overview tab.
• Phone — call logs and recordings (requires a phone integration)
• Meetings — meetings filed under this business
• Tasks — tasks linked to this business
• Notes — notes created on this business

To preserve a note from further changes, open its ⋮ menu and choose Lock. Locked notes are read-only and can’t be deleted; any user can unlock them from the same menu. Admins can reorder these tabs for the whole company. From the … menu on a business, select Edit tab order, drag the tabs into the order you want, then click Save. See reordering the tabs for the full workflow.

​

The overview tab

The Overview tab opens to a top row of three widgets — Meetings, Tasks, and Projects — followed by Opportunities and Related records widgets and a full-width Activity feed. The Opportunities widget lists opportunities linked to this business, with an Add opportunity button. When none exist, it shows a No opportunities empty state. The Activity feed shows when the business was created and lists tasks, notes, and meetings as they’re added. Each entry shows who created it and when.

​

Customizing the overview layout

Businesses share the same drag-and-drop overview editor as households. Click … → Edit overview layout to open the editor. The available widgets for businesses are Meetings, Tasks, Projects, Opportunities, and Related records. The layout is shared across your company, and only admins can edit it. See customizing the household overview layout for the full workflow.

​

Right sidebar

The right sidebar has three tabs:

• Business — the standard business fields
• Records — custom fields, related records, and a linked storage folder
• Comments — threaded comments

​

Business tab

Click any field to edit it inline:

• Name — the business name
• Website — a URL that opens in a new tab
• Industry — the business’s industry
• Tax ID — a tax identification number
• Email — one or more email addresses, each with a type (personal, business, school, or other) and a primary indicator
• Phone — one or more phone numbers, each with a type (mobile, work, home, fax, or other) and a primary indicator
• Address — street address, city, state, and zip
• Additional info — free-text notes about the business

​

Records tab

The Records tab is an accordion that mirrors the household Records tab and holds:

• Custom fields — values for any custom fields defined on the Business record type
• Related records — connections to other businesses, households, or trusts
• Opportunities — opportunities linked to this business. Click Add opportunity to create one with the business pre-filled as the related record. When none exist, the section shows No opportunities found.
• Files — a linked folder from your file storage provider. Click Link [provider] folder to browse and pick a folder, then expand Files to see its contents inline. Click the ⋯ menu next to the Files heading to Unlink folder.

​

Comments tab

View and add threaded comments about this business. Comments are visible to your team.

​

Profile pictures

You can add a profile picture to any business to make it easier to identify in lists and detail pages. To replace or remove a profile picture, click the avatar and choose Replace or Remove.

​

Tags

Tags help you categorize businesses for filtering and organization. You can assign tags from the business detail page header or directly in the list by clicking the Tags cell.

​

Managing business tags

You can create, rename, and delete business tags from settings.

​

Bulk actions

Select businesses in the list by clicking the checkbox next to each name. Hold Shift and click to select a range. Use the Select all checkbox in the header to select every business matching your current filters. The selection bar appears at the bottom of the screen with Add tag, Remove tag, and Delete actions for the selected businesses.

​

Deleting a business

To delete a single business, click the … button on the business detail page and select Destroy. To delete multiple businesses at once, select them in the list and click Delete in the selection bar. You’ll be asked to type DELETE N BUSINESSES (uppercase, with the actual count — DELETE 1 BUSINESS when only one is selected) before the delete button enables.

​

FAQ

​

Next steps