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    Relationships
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      Relationships

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      Relationship Records

      Relationship records allow person records in Slate to store information about associated individuals (e.g., parents, guardians, spouses, siblings). Each relationship record represents a connection between two individuals and can store its own data,...
      Updated : 19 Mar 2026

      Custom Relationship Fields

      Relation-scoped fields store data specific to an individual relationship record. These fields allow institutions to capture additional information beyond the standard relationship fields visible on the Profile tab of person record. Each relationship...
      Updated : 07 Mar 2026

      Creating Custom Relationship Types

      Relationship types define how two records are associated in Slate . When creating relationship types, consider the kinds of connections records can have. Common examples include family relationships such as Spouse, Child, Parent, Sibling, o...
      Updated : 09 Mar 2026

      Linked and Unlinked Relationship Records

      Records can store information about associated relationships, such as parents, spouses, or company contacts . These associations are stored as relationship records and are managed on the Relationships subtab of the Profile tab. Relationship rec...
      Updated : 07 Mar 2026
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