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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 two households

1

Open the more menu

From the household you want to merge away (the source), click the … menu and select Merge with household.
2

Select the target household

Search for and select the household you want to keep. All data from the source will move to this household.
3

Click Next

4

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.
5

Click Merge households

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

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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