Properties
Every Person record in Solidarity Tech has a group of properties that can be either set manually by a Team Member or automatically through form submissions from the Person. These properties are divided into the following categories:
Editable Properties
These are the properties that can be directly edited or updated by Team Members or through form submissions:
- Phone Number
- Email Address
- Preferred Language
- Secondary Language
- Tags
- Agent Assignment
- Chapter
- Branch
- Address
Deduced or Auto-Assigned Properties
These properties are automatically assigned or deduced by the system based on available data:
- Phone Number Type: Identifies whether the phone number is mobile, VoIP, or landline.
- Phone Region: Geographically identifies the region of the phone number.
- Signup Date: The date the user signed up or was created in the system.
- Username: A system-generated identifier for the user.
- Signup Source: The page or method through which the user signed up.
- Referring Domain: The domain that referred the user during signup.
- Referred By: Identifies the person who referred the user, if applicable.
- Referral Code: A unique code assigned to the user for referral tracking.
Relationships
The Relationships section in Solidarity Tech is designed to track how individuals are connected, both through user-defined relationships and system-assigned links.
1. User-Defined Relationships
User-defined relationships allow you to define specific connections between users in the database, such as familial, social, or organizational ties.
Key Features
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Relationship Types:
- Friend
- Influences/Influenced By
- Spouse
- Sibling
- Parent
- Child
- Grandparent/Grandchild
- Aunt/Uncle
- Niece/Nephew
- Cousin
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Bi-Directional Logic:
- When a relationship is defined for one user (e.g., "Parent"), the related user's profile automatically reflects the reciprocal relationship (e.g., "Child").
Managing User-Defined Relationships
To add or edit a relationship:
- Navigate to a user's profile.
- Under the Relationships section, click the "+" button.
- Search for the related person and select the type of relationship.
- Save the relationship.
Relationships are displayed in the Relationships section of each user profile, where they can be reviewed or removed as necessary.
2. Agent Assignment
- The Agent Assignment relationship links a user to their assigned agent, allowing teams to manage leads, supporters, or members more effectively.
- For more details on assigning and managing agents, refer to the Agent Assignment documentation.
3. Referred By
- This property indicates who referred the user to your organization, if applicable.
- It is automatically assigned based on referral tracking during signup or manually entered by a Team Member.
4. Referred Members
- This property lists all users referred by the current profile. It provides an overview of the person's influence in bringing others into your organization.
- The Referred Members count and details are visible in the Relationships section of the user profile.
By structuring user information into these properties, Solidarity Tech provides a flexible and powerful way to manage supporter data while maintaining consistency and organization.
Updated 7 days ago