> ## 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.

# People

> Manage the individual people within your client, prospect, and other contact records.

People are the individuals within your [client](/records/clients/overview), [prospect](/records/prospects), and [other contact](/records/other-contacts) 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.

## Household roles

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

| Role                    | Description                                                                 |
| ----------------------- | --------------------------------------------------------------------------- |
| **Head of household**   | The primary person in the household. Every household must have exactly one. |
| **Spouse**              | Married to the head of household. Only one per household.                   |
| **Partner**             | Unmarried partner of the head of household. Only one per household.         |
| **Dependent child**     | A child claimed as a dependent.                                             |
| **Non-dependent child** | An adult child not claimed as a dependent.                                  |
| **Grandchild**          | A grandchild of the head of household.                                      |
| **Other adult**         | Another adult family member.                                                |
| **Other dependent**     | A non-child dependent.                                                      |
| **Deceased**            | A person who has passed away.                                               |

<Note>
  A household can only have one spouse and one partner at a time. If a household already has a spouse or partner, that role won't appear when adding a new person.
</Note>

### 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."

## 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.

### 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**.

### 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.

### 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**.

### 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

### Exporting

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

## 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.

### Personal information

* **Name** — first, middle, and last name, plus optional prefix (e.g., Dr.) and suffix (e.g., Jr., Sr., III)
* **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. Phone numbers support international formats — select a country using the flag icon next to the input. To record an extension, use the **ext** field next to the number — extensions display alongside the phone number wherever it appears
* **Address** — one or more addresses, each with a type (home, work, mailing, or other), a country, and a primary designation. Addresses support international countries — select a country using the flag icon next to the state field
* **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

### 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
* **Retirement date** — the date the person retired (or plans to retire)
* **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

<Note>
  Sensitive fields — SSN, passport number, and driver license details — are encrypted and hidden by default. Click the field to reveal or update the value.
</Note>

### 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.

### Editing fields

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

### 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.

### Related records

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

## Adding a person to a household

<Steps>
  <Step title="Open the household">
    Go to the [client](/records/clients/overview) or [prospect](/records/prospects) household where you want to add the person.
  </Step>

  <Step title="Click Add person to household">
    At the bottom of the **Household** panel on the right side, click **Add person to household**.
  </Step>

  <Step title="Fill in the person's details">
    Enter the person's **First name** and **Last name** (required), then select a **Household role**. You can optionally add an **Email**, **Phone number**, and **LinkedIn URL**.
  </Step>

  <Step title="Click Add person" />
</Steps>

## Managing people

### 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.

<Steps>
  <Step title="Open the household">
    Go to the household that currently contains the person.
  </Step>

  <Step title="Open the person menu">
    In the **Household** panel, click the three-dot menu next to the person's name.
  </Step>

  <Step title="Select Move households">
    Choose the target household and select a role for the person in their new household.
  </Step>
</Steps>

<Note>
  The head of household cannot be moved. To move someone who is currently the head, first assign another person as head of household.
</Note>

### Creating a new household from a person

You can create a new [client](/records/clients/overview) or [prospect](/records/prospects) household from an existing person. The person becomes the head of the new household.

<Steps>
  <Step title="Open the person menu">
    In the **Household** panel, click the three-dot menu next to the person's name.
  </Step>

  <Step title="Select Create new household">
    Enter a name for the new household (pre-filled as "\[Person name] Household") and choose the household type — **Client**, **Prospect**, or **[Past client](/records/clients/past-clients)**.
  </Step>

  <Step title="Confirm">
    Click **Create**. The person is removed from the original household and placed in the new one as head of household.
  </Step>
</Steps>

### Deleting a person

<Steps>
  <Step title="Open the person menu">
    In the **Household** panel, click the three-dot menu next to the person's name.
  </Step>

  <Step title="Select Delete person">
    Click **Delete** to confirm.
  </Step>
</Steps>

<Warning>
  Deleting a person removes all their information, including contact details, employment history, and education. This cannot be undone.
</Warning>

<Note>
  The head of household cannot be deleted. To remove the current head, first assign another person as head of household, then delete the original person.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can I add a person without a household?">
    No. Every person belongs to a household ([client](/records/clients/overview) or [prospect](/records/prospects)) or an [other contact](/records/other-contacts) record. To add a standalone professional relationship, create an other contact instead.
  </Accordion>

  <Accordion title="How do I change who the head of household is?">
    Assign the "Head of household" role to a different person in the household. The previous head is automatically reassigned to the "Other adult" role. You can then change their role to something more appropriate if needed.
  </Accordion>

  <Accordion title="Can a person belong to multiple households?">
    No. Each person belongs to exactly one household or other contact record. To track a relationship between a person and another household, use [related records](#related-records) instead.
  </Accordion>

  <Accordion title="What happens to a person's data when I move them to a different household?">
    All of the person's information — contact details, employment, education, and sensitive data — moves with them. Only their household role may change based on what you select during the move.
  </Accordion>

  <Accordion title="Who can see sensitive fields like SSN and passport number?">
    All users with access to the book can view and edit sensitive fields. These values are encrypted and hidden by default — you must click the field to reveal it.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Clients" icon="house" href="/records/clients/overview">
    Manage client households and their people
  </Card>

  <Card title="Prospects" icon="user-plus" href="/records/prospects">
    Track and nurture potential clients
  </Card>

  <Card title="Other contacts" icon="address-book" href="/records/other-contacts">
    Manage professional relationships
  </Card>

  <Card title="Businesses" icon="building" href="/records/businesses">
    Track companies and organizations
  </Card>
</CardGroup>