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Related records let you track connections between a household and other records in Slant — such as businesses, other households, people, other contacts, or users. The Related records section on the Records tab shows all linked records with their relationship labels. Each related record shows:
  • Record name — the linked record’s name, with an icon indicating its type
  • Relationship label — how the records are related (for example, “is referred by” or “is CPA for”)
Click a related record to navigate to its detail page.
1

Click Add in the Related records section

2

Search for the record

Type the name of the record you want to link. Search spans every book you have access to, so you can link to clients, prospects, people, businesses, other contacts, or users from any of your books — not just the current one.
3

Describe the relationship

Enter a label that describes how the records are related (for example, “is attorney for”). You can also add a reverse label to describe the relationship from the other direction.
4

Click Add to create the connection

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Edit a relationship

Hover over a related record card and click the icon to change the relationship label. Press the checkmark to save or the X to cancel. Hover over a related record card and click the icon. Confirm the deletion in the dialog.
Removing a related record deletes the relationship between the two records. This cannot be undone.

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FAQ

They can be. When adding a related record, you can optionally set a reverse label to describe the relationship from the other record’s perspective. Both labels will appear on their respective detail pages.