> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Household records

> An overview of linked records and data available on the Records tab of every household.

The **Records** tab on the right side of every household detail page gives you quick access to linked records and data without leaving the household. Each section expands to show its contents and lets you add, edit, or view related records.

To open the Records tab, go to any client or prospect and click **Records** in the right sidebar.

## Sections

The Records tab contains the following sections:

* **[Custom fields](/records/households/custom-fields)** — Store additional information beyond the standard household fields. Edit values inline.
* **[Projects](/records/households/projects)** — View and create [projects](/activity/projects/overview) linked to this household, with milestone progress tracking.
* **[Opportunities](/records/households/opportunities)** — View and create [opportunities](/activity/opportunities/overview) linked to this household, with pipeline stage and value.
* **[Related records](/records/households/related-records)** — Track connections between this household and other records like [businesses](/records/businesses), other households, or [people](/records/people).
* **[Trusts](/records/households/trusts)** — View and create trust records associated with this household.
* **[Files](/records/households/files)** — Connect a cloud storage folder to browse, upload, and organize documents.
* **[Accounts](/records/households/accounts)** — View and manage linked financial accounts (clients only).
* **[Sequences](/records/households/sequences)** — View and manage email [sequence](/platform/sequences/overview) enrollments.
* **Important information** — A free-text note for high-priority context about the household, such as service preferences or sensitive details to keep top of mind. Type directly in the field to add or edit it; changes save automatically.

Each section that holds linked records shows a count badge indicating how many items it contains. Click a section to expand it and see its contents.