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A person is an individual human being in Slant. People belong to households (clients and prospects) or contacts. Understanding the relationship between people and households is key to working effectively in Slant.

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People vs households

ConceptWhat it isExample
HouseholdA family unit you serve”The Smith Family”
PersonAn individual within a household”John Smith”
A household is a container that holds one or more people. When you create a client, you’re creating both:
  1. A household record (the family)
  2. A person record (the head of household)

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How people relate to households

Household (Client or Prospect)
├── Head of Household (required)
├── Partner/Spouse (optional)
├── Dependent Child (optional, multiple)
├── Other Adult (optional, multiple)
└── Other Dependent (optional, multiple)
Every household must have exactly one head of household. All other members are optional.

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People in contacts

Contacts work differently from households:
HouseholdsContacts
Multiple peopleOne person
Family relationshipsSingle professional
Head of household requiredJust one person
A contact represents a single professional relationship, so it has exactly one person.

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Person information

Each person record stores:

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Basic info

  • First name, last name, middle name
  • Preferred name (nickname)
  • Salutation (Mr., Mrs., Dr., etc.)
  • Suffix (Jr., Sr., III, etc.)
  • Professional designations (CFA, CFP, etc.)

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Contact details

  • Email addresses (multiple, with primary)
  • Phone numbers (multiple, with type and primary)
  • Addresses (multiple, with primary)

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Personal details

  • Date of birth
  • Gender
  • Marital status

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Professional info

  • Job title
  • Employment history
  • LinkedIn URL

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Finding people

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From a household

1

Open the household

Navigate to the client or prospect record.
2

Go to Household tab

Click Household to see all members.
3

Select a person

Click on any person to view their details.
Use global search to find people directly:
1

Open search

Press Cmd/Ctrl + K to open search.
2

Type the name

Enter the person’s name.
3

Select from results

People appear in search results alongside households.

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Primary contact

For households with multiple people, communication typically goes to the head of household by default. Their primary email and phone are used for:
  • Email correspondence
  • Meeting invitations
  • Task notifications
You can direct communication to other household members by selecting them specifically.

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Shared vs individual information

Some information belongs to the household, some to individual people:
Household levelPerson level
Household namePersonal name
Service tierContact info (email, phone)
AUMDate of birth
Review scheduleEmployment
TagsLinkedIn
Notes, tasks, meetingsAddress
When you add a note or task to a client, it’s attached to the household, not a specific person.

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Why this matters

Understanding people vs households helps you:
  1. Find the right contact info — Each person has their own email and phone
  2. Track family relationships — See who’s in each household
  3. Communicate appropriately — Know who to contact for what
  4. Maintain accurate records — Update individual details without affecting the household

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Next steps

Managing people

Add and edit people

Roles

Understand household roles

Managing household members

Work with client households

Clients overview

Learn about client records