Custom fields

Custom fields let you track data specific to your practice. Add fields for information that doesn’t fit Slant’s standard fields, like custodian preferences, referral sources, or compliance dates.

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What are custom fields

Custom fields are additional data fields you create and attach to records:

• Household fields — Extra data on clients and prospects
• Person fields — Additional information about individuals
• Opportunity fields — Custom deal tracking data
• Task fields — Additional task categorization

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Create a custom field

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Field types

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Text

Free-form text entry:

• Use for: Notes, names, descriptions
• Example: “Referral source”

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Number

Numeric values:

• Use for: Counts, percentages, amounts
• Example: “Number of accounts”

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Date

Calendar dates:

• Use for: Important dates, anniversaries
• Example: “Last compliance review”

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Select (dropdown)

Single choice from defined options:

• Use for: Categories, status values
• Example: “Primary custodian” with options: Schwab, Fidelity, Pershing

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Multi-select

Multiple choices from defined options:

• Use for: Multiple categories that can apply simultaneously
• Example: “Service interests” with options: Retirement, Estate Planning, Tax Planning

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Checkbox

True/false toggle:

• Use for: Yes/no attributes
• Example: “Has living trust”

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Currency

Monetary amounts:

• Use for: Dollar values
• Example: “Insurance coverage”

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Configure field options

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For select fields

Define the available choices:

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Field settings

Additional configuration options:

• Required — Must be filled before saving (use sparingly)
• Show on card — Display in list views
• Help text — Explanation shown below the field

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Use custom fields

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On record pages

Custom fields appear on record pages in a custom fields section or integrated with standard fields.

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In filters and views

Filter records by custom field values:

• Filter clients by custodian preference
• Sort by compliance review date
• Group opportunities by custom category

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In reports

Include custom fields in reports:

• Track distribution of custodian preferences
• Report on compliance review status
• Analyze opportunities by custom categories

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Edit a custom field

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Editing limitations

Name changes — Update anytime, existing data preserved. Type changes — Limited. Changing from text to number may lose data that doesn’t convert. Option changes — Adding options is safe. Removing options may orphan existing data.

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Delete a custom field

Warning: Deleting a custom field permanently removes all data stored in that field across all records.

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Common custom fields

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For households

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For people

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For opportunities

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Best practices

Start simple. Add fields as you identify genuine needs, not hypothetical ones. Use consistent naming. Clear, descriptive names help everyone understand what goes where. Prefer select over text. Predefined options enable better filtering and reporting. Document your fields. Use help text to explain what each field is for. Review periodically. Remove unused fields to keep the interface clean.

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Custom fields in workflows

Custom fields can be used in automations:

• Trigger conditions — Run workflow when field has specific value
• Update actions — Set custom field values automatically
• Branch logic — Take different paths based on field values

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Troubleshooting

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Field not showing

Causes:

• Field created for wrong record type
• Field hidden in view settings
• Browser needs refresh

Fix: Verify record type, check view settings, refresh the page.

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Can’t add more fields

Causes:

• Plan limit reached

Fix: Contact support about upgrading or removing unused fields.

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Data not saving

Causes:

• Required field validation failing
• Browser issue

Fix: Check for validation errors, try a different browser, contact support.

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Next steps