People

People are the individuals within your client, prospect, and other contact records. Every household has at least one person — the head of household — and can include additional people like a spouse, partner, children, or other family members. Each person stores their own contact details, employment history, education, and sensitive identity information. You can view all people in one place from the people list, or manage them directly from a household page.

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Household roles

Every person in a household has a role that describes their relationship to the head of household.

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Changing the head of household

The head of household role cannot be changed directly. To designate a different person as head of household, assign the head of household role to the new person — the previous head is automatically reassigned to “Other adult.”

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People list

The people list shows all individuals across your client households in one table. To open the people list, click Clients → People in the sidebar.

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Columns

The table displays the following columns by default:

• Person — full name (click to open the household page)
• Household — the household the person belongs to
• Birthday — date of birth
• Email address — primary email
• Phone number — primary phone
• Household role — role within the household

Additional columns you can add include Age, Household tier, Household tags, LinkedIn, Job title, Gender, Marital status, Preferred name, Employment, Education, City, State, and ZIP. Several columns can be edited directly from the table — click a cell to update values for Birthday, Household tier, Household tags, LinkedIn, Job title, Gender, Marital status, Preferred name, City, State, and ZIP.

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Views

The people list includes a built-in Upcoming birthdays view. Create additional custom views with the + button. Each view saves its own filters, sort order, and visible columns.

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Filtering

Use the quick filter chips at the top of the list to filter by:

• Birthday — today, this month, next 30 days, or upcoming days
• Age — between, greater than, less than, or equals
• Role — one or more household roles

Click Filter for advanced filtering across additional fields including Full name, Email, Phone number, Gender, Marital status, Job title, LinkedIn, Employment, City, State, ZIP, Date of death, Household tags, Household tier, and Education.

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Sorting

Click the sort icon on a column header to change the sort order. The Person column supports sorting by last name or first name (A–Z or Z–A). The Birthday column offers four sort options:

• Upcoming birthdays — next birthday soonest first
• Most recently missed — most recently passed birthday first
• Oldest to youngest — by age, descending
• Youngest to oldest — by age, ascending

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Exporting

Export the current people list to a CSV file. The export respects your active filters and sort order.

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Person details

Each person has a detail page showing all their information, organized into two sections. To open a person’s detail page, go to their household and click Show more under their information in the Household panel on the right side. The person header displays the person’s name, primary email, and primary phone number. Below that, you’ll see the household name (click it to return to the household), the household type (Client or Prospect), and the person’s household role.

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Personal information

• Name — first, middle, and last name
• Email — one or more email addresses, each with a type (personal, business, school, or other) and a primary designation
• Phone — one or more phone numbers, each with a type (mobile, work, home, fax, or other) and a primary designation
• Address — one or more addresses, each with a type (home, work, mailing, or other) and a primary designation
• Date of birth
• Gender — female, male, non-binary, other, or prefer not to say
• Marital status — single, married, partnered, separated, divorced, or widowed
• Preferred name — an informal name used in place of the first name

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Professional and legal information

• Employment — current and past employers, with company name, role, start and end dates
• Education — degrees and institutions, with field of study and dates
• Job title
• Designations — professional credentials or certifications (e.g., CFP, CPA)
• LinkedIn — link to the person’s LinkedIn profile
• SSN — Social Security number, stored securely
• Passport number — stored securely
• Date of death
• Household role — the person’s role within their household
• Driver license — number, issuing state, issue date, and expiration date, all stored securely

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Custom fields

If your book has custom fields configured for people, they appear below the standard fields on the person detail page. Custom fields are also available as columns in the people list and as filter conditions.

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Editing fields

All fields on the person detail page can be edited in place. Click any field to update its value — changes save automatically.

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Tasks and notes

The person detail page includes Tasks and Notes sections. Click New task or New note to create one linked to the person’s household. Tasks and notes created from a person’s detail page automatically mention that person.

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Related records

The Related records section lets you link a person to other records in Slant, such as businesses, households, or trusts. Click Add to create a new connection.

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Adding a person to a household

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Managing people

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Moving a person to a different household

You can move a person from one household to another. This is useful when a family member’s situation changes — for example, an adult child starting their own household.

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Creating a new household from a person

You can create a new client or prospect household from an existing person. The person becomes the head of the new household.

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Deleting a person

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FAQ

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Next steps