Relationships

Relationships in Solidarity Tech let you track and manage connections between people in your database. Each person's profile lists that person's relationships.

Understanding Relationships

Relationships in Solidarity Tech are bi-directional, meaning when you create a relationship between two people, it appears on both profiles with the appropriate reciprocal relationship type.

For example:

• You open Person B's profile and add Person A as "Parent".
• Person B's profile then lists Person A as "Parent".
• Person A's profile lists Person B as "Child".

Each profile shows the label that describes the other person. This bi-directional logic ensures consistency and prevents redundant data entry.

Types of Relationships

Default Relationship Types

Your organization starts with these default relationship types. You can rename, add, reorder, and delete them (see Managing Relationship Types).

Managing Relationship Types

Go to Settings > Relationship Types to add, rename, reorder, or delete types. To add a type, enter a 'Label' and an 'Inverse Label', and click 'Add Type'. Leave 'Inverse Label' blank when the relationship reads the same in both directions.

Adding a Relationship

To add a relationship between people:

1. Navigate to a person's profile
2. Scroll to the "Relationships" section
3. Click the "+" button
4. Search for and select the related person
5. Choose the relationship type
6. Click "Create"

Viewing Relationships

All relationships are displayed in the Relationships section of a person's profile:

When viewing Maria Garcia's profile, you'll see:

Person: Maria Garcia
Relationships:

• John Garcia (Spouse)
• Sarah Garcia (Parent)
• Daniel Garcia (Parent)
• Lucia Rodriguez (Aunt/Uncle)

When viewing John Garcia's profile, you'll see:

Person: John Garcia
Relationships:

• Maria Garcia (Spouse)

Using Relationships for Community Mapping

Relationships allow you to:

1. Understand Family Structures: Map entire families through parent/child, sibling, and extended family relationships
2. Track Influence: See who influences others through the "Influences" relationship
3. Identify Community Leaders: People with many relationship connections often represent key community figures
4. Improve Volunteer Coordination: Group family members or friends for more effective volunteer assignments

Relationship Insights

The Relationship feature intersects with other Solidarity Tech features:

• People Filters: Filter people based on their relationships to others
• Targeted Communications: Send communications to people with specific relationship types

Best Practices

1. Standardize Relationship Types: For custom relationships, establish clear guidelines on when to use each type
2. Document Family Units: When adding one family relationship, take time to add all relevant connections
3. Update Regularly: Relationships change over time - regularly review and update relationship data
4. Track Influencers: Pay special attention to the "Influences" relationship to identify community leaders

By effectively using the Relationships feature, you can develop a more nuanced understanding of your community's social structure and leverage these connections for more targeted and effective organizing efforts.