Business records help you track companies and organizations relevant to your practice. This guide covers creating and managing business records in Slant.
Create a business
- Click Businesses in the sidebar
- Click New business in the top-right corner
- Enter the business name (required)
- Add an email address (optional)
- Add a phone number (optional)
- Add a website URL (optional)
- Add an industry (optional)
- Click Create
You are taken to the new business detail page.
| Field | Description |
|---|
| Name | Company or organization name (required) |
| Website | Company website URL |
| Industry | Business sector or field |
| Tax ID | Federal tax identification number |
| Email | Business email address (multiple supported) |
| Phone | Business phone number (multiple supported) |
| Address | Physical business address (multiple supported) |
| Additional info | Free-text area for any extra notes |
Edit a business
- Open the business record
- Click the Details tab in the right panel
- Click any field to edit it inline
- Changes save automatically
Categorize businesses with tags from the business header. Click the tag area to search for and apply tags.
Add custom fields
If your team has configured custom fields for businesses, they appear in the Details tab below the standard fields. Edit them inline like any other field.
Custom fields are configured in Settings -> Book -> Custom fields.
Add tasks
- Open the business record
- Click Add task in the header, or go to the Tasks tab
- Enter the task details
- The task is linked to this business
Add notes
- Open the business record
- Click Add note in the header, or go to the Notes tab
- Enter the note content
- The note is saved to the business record
Internal team comments are available in the Comments tab on the right panel. Comments are not visible to anyone outside your team.
To associate an other contact with this business:
- Open the other contact’s record
- Click the Details tab in the right panel
- Click the Business field
- Search for and select the business
Upload a profile picture
You can add a company logo or image as a profile picture on the business record.
Delete a business
- Open the business record
- Click the More menu (three-dot icon)
- Select Destroy
- Confirm the deletion
Deleting a business removes all associated data including notes and tasks. This action cannot be undone.
Next steps
