Saved views
Every list page starts with a default view (e.g., All clients). You can create additional views, and each one saves its own column layout, filters, and sort order as separate tabs at the top of the list.Create a view
1
Click the + button
Next to the existing view tabs at the top of the list.
2
Enter a name
Type a name for the view.
3
Click Create view
The meetings page also uses data views, and adds a Layout picker when you create one. Choose All for a data table like the rest of Slant, or Upcoming or Processed for a card feed. A feed layout saves filters rather than columns, since cards have no columns to configure.
Edit a view
Hover over a view tab to reveal the icon. Click it to open the view settings, where you can:- Rename the view by editing the name field
- Reorder tabs with the Move left and Move right buttons
- Delete the view (the default view cannot be deleted)
Save changes
When you modify a view’s filters, columns, or sort order, an Unsaved changes button appears. Click it to choose:- Save for everyone — Saves your changes to the current view. All team members who use this view will see the update.
- Save as new view — Creates a copy of the view with your changes, leaving the original unchanged.
- Discard changes — Reverts the view to its last saved state.
View scope
Use Share view when creating or editing a view to choose where it appears. Under Show in books, select individual books and, separately, the All Books workspace.Selecting All Books makes the view available in the combined workspace. It does not select every individual book. Sharing a view does not grant access to another book’s records.
Columns
Each view controls which columns are visible, their order, and their width.Show and hide columns
To add a column, click the + Add column button at the right end of the column headers (or the column icon in the toolbar). A dropdown shows all available columns that aren’t currently visible — select one to add it. To hide a column, click the … menu on a column header and select Hide column.The first column (usually the record name) is always visible and cannot be hidden or moved.
Reorder columns
Click the … menu on a column header and use Move left or Move right to change the column’s position.Resize columns
Drag the right edge of a column header to adjust its width. The new width is saved automatically.Custom field columns
On list pages that support custom fields (such as clients and prospects), you can add custom fields as columns. When adding a column, select an existing custom field from the dropdown, or click Create custom field to define a new one.Filtering
Filters let you narrow the list to records matching specific criteria. Slant offers two types of filters: quick filter chips and the advanced filter panel.Quick filter chips
At the top of every list page, you’ll see quick filter chips for the most common fields — such as Tags and Tier on the clients list, or Review due and Review cadence on the review manager. Click a chip to activate it. Depending on the field type, you’ll either select values from a dropdown or enter a value. Click the chip again to clear it.Advanced filters
Click Filter to open the advanced filter panel. Search for any available field and add it as a filter condition. Each filter has three parts:- Field — What you’re filtering on (e.g., Email, City, Last meeting)
- Operator — How to compare (e.g., is, contains, is blank)
- Value — What to match against
Date and time fields use relative operators like Today, This week/Last week/Next week, This month/Last month/Next month, This quarter/Last quarter/Next quarter, This year/Last year, Past, Overdue, or Never.
You can add multiple filters — records must match all active filters to appear in the list.
Remove a filter
Click the x on a filter chip to remove it, or clear the operator and value to deactivate a quick filter.Sorting
Click a column header to open the sort menu. Most columns offer two options (e.g., Sort A to Z and Sort Z to A). Some columns provide additional sort options — for example, the Date of birth column on the people list can sort by upcoming birthdays, oldest to youngest, or youngest to oldest. The active sort is indicated by an arrow icon on the column header. Only one sort can be active at a time.Search
Click the search icon in the top-right corner of the list to open the search bar. Search matches across key fields for the record type — typically names, email addresses, and phone numbers. Results update as you type.Exporting
Click the download icon in the top-right corner to export the current list as CSV files. The export respects your active filters and sort order, so you can filter down to exactly the records you need before exporting. For client, prospect, and past client lists, the export generates two files: one with household-level data and one with person-level data.FAQ
Can I create a view that only I can see?
Can I create a view that only I can see?
Not currently. Views are shared with teammates who can access the selected books or workspace. Saved changes apply to everyone using that view.
What happens if I save changes to a view someone else created?
What happens if I save changes to a view someone else created?
The changes apply for everyone who uses that view. If you’d prefer not to modify the shared view, use Save as new view to create your own copy.
Can I use multiple filters at the same time?
Can I use multiple filters at the same time?
Yes. Add as many filters as you need — records must match all active filters to appear in the list.
Does exporting include all records or just what I see?
Does exporting include all records or just what I see?
The export includes all records that match your current filters, not just the ones visible on screen. Scroll position doesn’t affect the export.