> ## 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.
# Other contacts
> Track professional relationships like CPAs, attorneys, and referral sources.
Other contacts are professional relationships that are not [clients](/records/clients/overview) or [prospects](/records/prospects). Use them to track CPAs, attorneys, referral sources, centers of influence, and other people your practice works with.
Each other contact has a single [person](/records/people) record with their name, email, phone number, address, and other details. You can link [tasks](/activity/tasks/overview), [meetings](/activity/meetings/overview), notes, and email history to a contact, and enroll them in [sequences](/platform/sequences/overview).
## Creating an other contact
Click **+ New contact** on the **Other contacts** page. You can also press `C` then `O` from anywhere in Slant.
Enter a **First name** and optionally a **Last name**, **Email**, and **Phone** number. If you add a phone number, choose a **Type** (mobile, work, home, or other).
The contact is created and appears in the list.
Turn on **Create more** to keep the form open after saving, so you can add multiple contacts in a row.
## The contact list
The **Other contacts** page displays all contacts in a table with these columns:
* **Contact** — the contact's full name (links to their detail page)
* **Email address** — primary email
* **Phone number** — primary phone
* **Tags** — assigned tags
* **Created at** and **Updated at** — timestamps
* **City**, **State**, **Zip**, and **Full address** — location information
Click any column header to sort by that field. You can sort by name (full or last), email, city, state, zip, and date columns.
### Search
Click the icon or start typing to search contacts by name, email, phone, or other fields. Results update as you type.
### Filtering
Use the **Tags** chip at the top of the list to quickly filter by tag. Click **Filter** for additional conditions:
* **Email** — match by email address
* **Last name** — match by last name
* **Phone number** — match by phone number
### Views
The default view is **All contacts**. Click the **+** button next to the view tab to create a custom view with saved filters and sort order. Rename a view by clicking its name.
## Managing a contact
Click a contact's name in the list to open their detail page.
### Header
The header displays the contact's full name, primary email (as a clickable badge), and tags. If the contact has a LinkedIn profile, a LinkedIn icon next to their name links to it.
Click **+ Add tags** to assign tags for categorization and filtering.
### Quick actions
Use the buttons in the top-right corner of the detail page:
* **Add task** — create a [task](/activity/tasks/overview) linked to this contact
* **Send email** — compose an email to this contact
* **Start meeting** — start an in-person, online, or past [meeting](/activity/meetings/overview) filed under this contact. Choose a **Meeting type** in the create form, and Slant generates an AI [meeting prep](/activity/meetings/creating-and-recording-meetings#meeting-preparation) brief for upcoming contact-only meetings.
* **...** (more menu) — add a note, start a [project](/activity/projects/overview) (limited to project types whose **Owner kind** is contact), convert to a household, edit the overview layout or tab order (admins only), or delete the contact
### Tabs
Each contact page has tabs for:
* **Overview** — a customizable dashboard of widgets for this contact. See [customizing the overview layout](#customizing-the-overview-layout).
* **Emails** — email history and threads
* **Phone** — call logs and recordings (requires [phone integration](/setting-up-slant/integrations/phone))
* **Meetings** — [meetings](/activity/meetings/overview) involving this contact
* **Tasks** — [tasks](/activity/tasks/overview) linked to this contact
* **Notes** — notes created on this contact
To preserve a note from further changes, open its **⋮** menu and choose **Lock**. Locked notes are read-only and can't be deleted; any user can unlock them from the same menu.
Admins can reorder these tabs for the whole company. From the **...** menu on a contact, select **Edit tab order**, drag the tabs into the order you want, then click **Save**. See [reordering the tabs](/records/households/overview#reordering-the-tabs) for the full workflow.
Tab order is shared across your company. Only admins can change it; everyone else sees the saved order.
### Customizing the overview layout
Other contacts share the same drag-and-drop overview editor as households. Click **...** → **Edit overview layout** to open the editor.
The available widgets for contacts are **Tasks**, **Activity**, **Meetings**, **Recent emails**, **Projects**, **Opportunities**, and **Related records**. The layout is shared across your company, and only admins can edit it.
The **Opportunities** widget lists [opportunities](/activity/opportunities/overview) linked to this contact, with an **Add opportunity** button and a **No opportunities** empty state. See [customizing the household overview layout](/records/households/overview#customizing-the-overview-layout) for the full workflow.
### Right sidebar
The right sidebar has three tabs:
* **Contact** — the standard contact fields
* **Records** — custom fields, related records, and a linked storage folder
* **Comments** — threaded comments
#### Contact tab
Click any field to edit it inline:
* **Business** — link the contact to a [business](/records/businesses) record
* **Employment** — add employment records with a role, company, start and end dates, and active status
* **Name** — first, middle, and last name
* **Email** — one or more email addresses, each with a type (personal, work, etc.) and a primary indicator
* **Phone** — one or more phone numbers, each with a type and a primary indicator
* **Address** — street address, city, state, and zip
* **LinkedIn** — a LinkedIn profile URL
* **Date of birth** — the contact's birthday
* **Preferred name** — an alternate name for the contact
* **Job title** — their professional title
* **Designations** — professional designations (e.g., CPA, CFP, JD)
* **Gender** — male, female, non-binary, other, or prefer not to say
#### Identification
Below the standard fields is an **Identification** section for storing sensitive identification details. Click any field to edit it inline:
* **SSN** — Social Security Number
* **Passport number** — passport identifier
* **Number** — driver license or state ID number
* **Issuing state** — the state that issued the driver license or ID
* **Issue date** — when the driver license or ID was issued
* **Expiration date** — when the driver license or ID expires
Treat identification details with care — only fill these in if your team needs them on file and your firm's policies allow it.
#### Records tab
The **Records** tab is an accordion that mirrors the [household Records tab](/records/households/records-overview) and holds:
* **Custom fields** — values for any [custom fields](/account-settings/customization/custom-fields) defined on the **Contact** record type
* **Related records** — connections to businesses, households, or trusts
* **Opportunities** — [opportunities](/activity/opportunities/overview) linked to this contact. Click **Add opportunity** to create one with the contact pre-filled as the related record. When none exist, the section shows **No opportunities found**.
* **Files** — a linked folder from your [file storage](/setting-up-slant/integrations/file-storage) provider. Click **Link \[provider] folder** to browse and pick a folder, then expand **Files** to see its contents inline. Click the **⋯** menu next to the **Files** heading to **Unlink folder**.
#### Comments tab
View and add threaded comments about this contact. Comments are visible to your team but not to the contact.
## Bulk actions
Select contacts in the list by clicking the checkbox next to each name. Hold `Shift` and click to select a range. Use the **Select all** checkbox in the header to select every contact matching your current filters.
The selection bar appears at the bottom of the screen with these actions:
* **Owner** — assign a team member as the owner of the selected contacts
* **Tags** — add a tag to the selected contacts
* **Bulk email** — compose a [bulk email](/records/bulk-email) to the selected contacts (up to 100 at a time)
* **Delete** — permanently delete the selected contacts
After clicking **Delete** in the selection bar, you'll be asked to type `DELETE N CONTACTS` (uppercase, with the actual count) before the delete button enables.
## Exporting contacts
Click the icon in the toolbar to export your contacts as a CSV file. The export includes all contacts matching your current filters.
## Merging contacts
If the same person was entered twice, you can merge two contacts into one. All notes, tasks, meetings, emails, and activity history transfer to the surviving contact; the other is deleted.
### Merge from a single contact
From either contact, click the **...** button in the top-right corner and select **Merge with contact**.
Search for and select the contact you want to merge with. Click **Next**.
Pick the contact to keep — the other one's data merges into it. The picked contact is marked **will remain**.
The merge runs and you're redirected to the surviving contact.
### Merge from the list
Select exactly two contacts in the **Other contacts** list and click **Merge** in the selection bar. The dialog opens directly on the **Choose which contact will remain** step, then runs the merge.
Merging is permanent. The non-surviving contact is deleted after its data transfers to the survivor.
## Converting to a household
You can promote an other contact to a [client](/records/clients/overview) or [prospect](/records/prospects) when the relationship evolves.
From the contact's detail page, click the **...** button in the top-right corner and select **Convert to household**.
Select **Prospect** to add them to your pipeline, or **Client** to convert them directly to a client.
Click **Convert to prospect** or **Convert to client**. All associated tasks, notes, meetings, activities, and tags transfer to the new household.
You can also convert a single-person household back to an other contact from the household's detail page.
## Deleting a contact
To delete a single contact, click the **...** button on the contact's detail page and select **Destroy**.
To delete multiple contacts at once, select them in the list and click **Delete** in the selection bar. You'll be asked to type `DELETE N CONTACTS` (uppercase, with the actual count) before the delete button enables.
Deleting a contact removes all associated notes, tasks, meetings, and activity history. This cannot be undone.
## Keyboard shortcuts
| Shortcut | Action |
| ------------ | ---------------------------------------- |
| `C` then `O` | Create a new other contact from anywhere |
| `G` then `O` | Go to the other contacts page |
## FAQ
Prospects are potential clients you're cultivating toward a paid relationship. Other contacts are professional relationships — attorneys, CPAs, referral sources — that you want to track but don't plan to convert into clients. You can always convert an other contact to a prospect or client later.
Yes. Go to **Settings** → **Data import** and select **Contact** as the record type when uploading your CSV file. See [CSV import](/setting-up-slant/importing-your-data/csv-import) for details.
Yes. Select up to 100 contacts in the list and click **Bulk email** in the selection bar. See [bulk email](/records/bulk-email) for details.
Yes. Other contacts can be enrolled in [sequences](/platform/sequences/overview) just like clients and prospects, as long as the contact has an email address.
## Next steps
Learn about person records within households and contacts
Track business records and link them to contacts
Create and manage tasks linked to contacts
Automate email outreach to contacts