Relationship Record

Select whether the relative entered already has a record in Slate. 

Lookup Record

If the relative exists as a record in Slate, use Lookup Record to link the record.

Type

Select the appropriate relationship type prompt. Custom relationship types can be created/modified by Configuring Slate Standard Fields and Prompts.

Inverse Relation Type

Select the relationship type from relative’s perspective.

Prefix

Select the appropriate prefix prompt. Custom prompt lists can be defined by using a key of prefix.

Name Information

Enter the name of the relative.

Email

Enter the email address of the relative.

Phone

Enter the phone number of the relative.

Birthdate

Enter the birthdate of the relative.

Age

Enter the age of the relative.

Deceased

Select if the relative is deceased.

Resides with Record

Select if the relative resides with the record.