> ## 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.

# Related records

> Track connections between a household and other records in Slant.

Related records let you track connections between a household and other records in Slant — such as [businesses](/records/businesses), other households, [people](/records/people), [other contacts](/records/other-contacts), or users.

The **Related records** section on the **Records** tab shows all linked records with their relationship labels.

## View related records

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.

## Add a related record

<Steps>
  <Step title="Click Add in the Related records section" />

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Click Add to create the connection" />
</Steps>

## Edit a relationship

Hover over a related record card and click the <Icon icon="pencil" /> icon to change the relationship label. Press the checkmark to save or the X to cancel.

## Remove a related record

Hover over a related record card and click the <Icon icon="trash-2" /> icon. Confirm the deletion in the dialog.

<Warning>
  Removing a related record deletes the relationship between the two records. This cannot be undone.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="What types of records can I link?">
    You can link clients, prospects, people, businesses, other contacts, and users. Each relationship has a customizable label describing how the records are connected.
  </Accordion>

  <Accordion title="Are relationships bidirectional?">
    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.
  </Accordion>

  <Accordion title="Can I link to records in a different book?">
    Yes — related records can link to records in any book you have access to, not just the current one. If you later lose access to a linked record's book, opening its card shows an access error.
  </Accordion>
</AccordionGroup>