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Merging combines two households into one. All notes, tasks, meetings, emails, activity history, and financial accounts transfer to the target household. The source household is removed after the merge. You can merge any combination of household types — clients, prospects, and past clients.

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Merge from a single household

1

Open the more menu

From either household, click the … menu and select Merge with household.
2

Select the other household

Search for and select the household you want to merge with. Click Next.
3

Assign member roles

You’ll see all people from both households. For each person, choose a role — such as Head of household, Spouse, Partner, Other adult, or Dependent child — or select Delete to remove them.Every household must have exactly one head of household and at least one person remaining.
4

Click Merge households

The merge runs and you’re redirected to the surviving household.

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Merge from the list

You can also kick off a merge by selecting exactly two households in the Clients or Prospects list.
1

Select two households

Check the boxes next to the two households you want to merge. The selection bar appears at the bottom.
2

Click Merge

The merge dialog opens in pair mode and asks which household should remain.
3

Choose which household will remain

Pick the household to keep — the other one’s data merges into it. The picked household is marked will remain. Click Next.
4

Assign member roles

Assign roles for everyone in the combined household, then click Merge households.
When you start from a single household, the household you select in the Select the other household step is the one that remains — the household you started from is merged into it and then removed. When you start from the list with two selected, you choose which household remains in the first step. Either way, the confirmation screen spells out which household will remain and which will be deleted before you finish.

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What transfers during a merge

Everything associated with the source household moves to the target:
  • Notes — All notes, including notes linked to people in the household
  • Tasks — All tasks and task recurrences
  • Meetings — Meeting associations are combined. If both households attended the same meeting, the duplicate is removed automatically.
  • Emails — Full email history
  • Activity history — All activity records. Duplicate activities (same action on the same record) are deduplicated automatically.
  • Financial accounts — Custodian accounts and portfolios are consolidated. If both households have a portfolio, the source’s accounts move into the target’s portfolio.
  • Custom fields, vault files, and other records — All remaining household-scoped data transfers to the target.

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Duplicate person detection

When assigning roles, Slant automatically detects potential duplicates between the two households by matching on email address or full name. Duplicates are flagged with a badge so you can choose to delete one of them.
Review flagged duplicates carefully before merging. Deleting a person removes their contact details, but notes, tasks, and meetings linked to them are preserved on the target household.

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FAQ

No. Merging is permanent. The source household is deleted after its data transfers to the target. Make sure you’ve selected the correct target before confirming.
The source household is automatically deleted once all its data has been transferred and no associated records remain.
No. The target household keeps its current type (client, prospect, or past client). If you need to change the type, convert between types after the merge.
Any user with edit access to both households in the same book can perform a merge.

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Next steps

Households overview

Detail page layout, tags, tiers, and shared features

People

Manage the individuals within your households