Add a person to a household
1
Open the household
Navigate to the client or prospect record.
2
Go to Household tab
Click Household in the record navigation.
3
Click Add member
Click the Add member button.
4
Select their role
Choose from: Partner, Dependent Child, Other Adult, Other Dependent.
5
Enter their information
Fill in name and contact details.
6
Save
Click Save to add them to the household.
Edit a person
1
Find the person
Open their household and click on them in the Household tab, or search for them directly.
2
Edit fields
Click on any field to edit:
- Name fields
- Contact information
- Personal details
- Employment
3
Save
Changes save automatically.
Manage contact information
Add an email address
1
Open person details
Navigate to the person’s profile.
2
Add email
Click Add email in the contact section.
3
Enter the address
Type the email address.
4
Set as primary
Check Primary if this is their main email.
Add a phone number
1
Open person details
Navigate to the person’s profile.
2
Add phone
Click Add phone in the contact section.
3
Enter the number
Type the phone number.
4
Select type
Choose: Mobile, Home, Work, or Other.
5
Set as primary
Check Primary if this is their main number.
Add an address
1
Open person details
Navigate to the person’s profile.
2
Add address
Click Add address in the contact section.
3
Enter details
Fill in:
- Street address
- City
- State
- ZIP code
- Country (if not US)
4
Set as primary
Check Primary for the default mailing address.
Primary contact information
Each person can have multiple emails, phones, and addresses. The primary one is used by default for:- Sending emails from Slant
- Calendar invitations
- Mail merge and templates
1
Open person details
Navigate to the person’s profile.
2
Find the contact method
Locate the email, phone, or address you want to make primary.
3
Set as primary
Click the star icon or select Make primary.
Update employment
Track current and past employment:Add employment
1
Open person details
Navigate to the person’s profile.
2
Add employment
Click Add employment in the professional section.
3
Enter details
Fill in:
- Company name
- Job title
- Start date
- End date (leave blank if current)
4
Save
The employment appears in their history.
Edit employment
1
Find the employment entry
In the person’s profile, locate the employment.
2
Click to edit
Click on the entry to modify details.
3
Update and save
Make changes and save.
Personal details
Date of birth
1
Open person details
Navigate to the person’s profile.
2
Find birthday field
Look for Date of birth or Birthday.
3
Enter the date
Select or type the birth date.
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.
1
Open person details
Navigate to the person’s profile.
2
Find LinkedIn field
Look for the LinkedIn or LinkedIn URL field.
3
Paste the URL
Enter their LinkedIn profile URL.
Remove a person
From a household
1
Open the household
Navigate to the client or prospect record.
2
Go to Household tab
Click Household.
3
Select the person
Click on the person to remove.
4
Remove
Click Remove from household or the delete option.
5
Confirm
Confirm the removal.