Custom fields let you track data specific to your practice. Add fields for information that does not fit Slant’s standard fields, like custodian preferences, referral sources, or compliance dates.
What are custom fields?
Custom fields are additional data fields you create at the company level. They apply to specific record types:
- Household — Extra data on clients and prospects
- Business — Additional information on business records
- Opportunity — Custom deal tracking data
Note: Custom fields are managed at the company level and are available across all books. Only admins can create, edit, or delete custom fields.
Access custom fields
- Navigate to Settings → Data customizations → Custom fields.
- The table shows all custom fields with their name, type, object type, and the number of saved values.
Create a custom field
Click New custom field
Click the New custom field button.
Configure the field
Fill in the details:
- Object — Choose where the field appears (Household, Business, or Opportunity).
- Name — A descriptive label (e.g., “Primary custodian”).
- Type — The data type for the field.
Save
Click Create to add the field.
Field types
| Type | Description | Example use |
|---|
| Text | Free-form text entry | Referral source, notes |
| Rich text | Formatted text with styling | Detailed descriptions |
| Number | Numeric values (plain, currency, or percentage format) | Account count, fee percentage |
| Date | Calendar date | Last compliance review |
| Yes/No | True/false toggle | Has living trust |
| Single select | Single choice from defined options | Primary custodian (Schwab, Fidelity, etc.) |
| Relationships | Link to other records (households, businesses, or users) | Related household, referring advisor |
| User reference | Link to a user in your firm | Primary advisor |
- Number — Plain numeric value
- Currency — Displays as dollar amount
- Percentage — Displays as percentage
Single select options
When creating a single select field, define the available choices. You can add, edit, or reorder options after creation.
Edit a custom field
- Click the pencil icon next to the field you want to edit.
- Update the name, display format, or options.
- Click Save to apply changes.
Note: The field type cannot be changed after creation. To change a field’s type, delete it and create a new one.
Delete a custom field
- Click the trash icon next to the field.
- Confirm the deletion.
Deleting a custom field permanently removes all data stored in that field across all records. This cannot be undone.
Common custom fields for financial advisors
For households
| Field | Type | Purpose |
|---|
| Primary custodian | Single select | Track preferred custodian |
| Referral source | Text | How the client found you |
| Fee schedule | Single select | Billing arrangement |
| Compliance review date | Date | Last compliance review |
| Risk tolerance | Single select | Investment risk profile |
For opportunities
| Field | Type | Purpose |
|---|
| Product type | Single select | Type of opportunity |
| Lead source | Single select | How the lead came in |
| Confidence level | Single select | Close likelihood |
Best practices
- Start with what you need. Add fields as you identify real needs, not hypothetical ones.
- Use consistent naming. Clear, descriptive names help everyone understand what goes where.
- Prefer single select over text. Predefined options enable better filtering and consistency.
- Review periodically. Remove unused fields to keep records clean.
Next steps
