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:

• First Name, Last Name, Full Name
• Alternate Name: A community name, nickname, or alternate romanization of the Person's legal name. Useful when members are commonly known by a name other than the one on record. Alternate Name is searchable across the dashboard (top-nav search, People search, Texts inbox) and populates the {{ user.preferred-name }} merge tag, which falls back to First Name when Alternate Name is blank.
• Phone Number
• Email Address
• Date of Birth: A calendar date. Enter in YYYY-MM-DD format when editing, imported and exported in the same format. Once set, the Person's current Age is computed automatically.
• Preferred Language
• Secondary Languages (a person can have multiple)
• 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:

• Age: Computed from Date of Birth in whole years. Leap-year safe, and updates automatically as birthdays pass. Filterable and usable in exports and merge tags; returns nothing when Date of Birth is not set.
• 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

• Relationship Types:

  • Friend
  • Influences/Influenced By
  • Spouse
  • Sibling
  • Parent
  • Child
  • Grandparent/Grandchild
  • Aunt/Uncle
  • Niece/Nephew
  • Cousin

• 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:

1. Navigate to a user's profile.
2. Under the Relationships section, click the "+" button.
3. Search for the related person and select the type of relationship.
4. 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.