This guide covers how to add, edit, and manage individual people within households and contacts.
Add a person to a household
Open the household
Navigate to the client or prospect record.
Go to Household tab
Click Household in the record navigation.
Click Add member
Click the Add member button.
Select their role
Choose from: Partner, Dependent Child, Other Adult, Other Dependent.
Enter their information
Fill in name and contact details.
Save
Click Save to add them to the household.
Edit a person
Find the person
Open their household and click on them in the Household tab, or search for them directly.
Edit fields
Click on any field to edit:
- Name fields
- Contact information
- Personal details
- Employment
Save
Changes save automatically.
Add an email address
Open person details
Navigate to the person’s profile.
Add email
Click Add email in the contact section.
Enter the address
Type the email address.
Set as primary
Check Primary if this is their main email.
Add a phone number
Open person details
Navigate to the person’s profile.
Add phone
Click Add phone in the contact section.
Enter the number
Type the phone number.
Select type
Choose: Mobile, Home, Work, or Other.
Set as primary
Check Primary if this is their main number.
Add an address
Open person details
Navigate to the person’s profile.
Add address
Click Add address in the contact section.
Enter details
Fill in:
- Street address
- City
- State
- ZIP code
- Country (if not US)
Set as primary
Check Primary for the default mailing address.
- Sending emails from Slant
- Calendar invitations
- Mail merge and templates
To change the primary:
Open person details
Navigate to the person’s profile.
Find the contact method
Locate the email, phone, or address you want to make primary.
Set as primary
Click the star icon or select Make primary.
Update employment
Track current and past employment:
Add employment
Open person details
Navigate to the person’s profile.
Add employment
Click Add employment in the professional section.
Enter details
Fill in:
- Company name
- Job title
- Start date
- End date (leave blank if current)
Save
The employment appears in their history.
Edit employment
Find the employment entry
In the person’s profile, locate the employment.
Click to edit
Click on the entry to modify details.
Update and save
Make changes and save.
Personal details
Date of birth
Open person details
Navigate to the person’s profile.
Find birthday field
Look for Date of birth or Birthday.
Enter the date
Select or type the birth date.
Birthdays can trigger workflow reminders so you never forget to send a card.
Other personal fields
You can also track:
- Gender — For proper salutations
- Marital status — For understanding family situation
- Preferred name — Nickname they go by
- Salutation — Mr., Mrs., Dr., etc.
- Suffix — Jr., Sr., III, etc.
- Designations — CFA, CFP, CPA, etc.
LinkedIn
Link to a person’s LinkedIn profile:
Open person details
Navigate to the person’s profile.
Find LinkedIn field
Look for the LinkedIn or LinkedIn URL field.
Paste the URL
Enter their LinkedIn profile URL.
Remove a person
From a household
Open the household
Navigate to the client or prospect record.
Go to Household tab
Click Household.
Select the person
Click on the person to remove.
Remove
Click Remove from household or the delete option.
Confirm
Confirm the removal.
You cannot remove the head of household. First assign another person as HOH, then remove the previous one.
Next steps
