Profile Tab

The first tab is the Person Profile, with notes and key attributes. Let's break each of these areas down.

Timeline

The Timeline shows notes about a person, some of which are system-generated whenever the individual completes certain actions like joining a group. Most of them, however, are entered by staff and key volunteers. Notes are an important part of Rock and we've devoted an entire chapter to their usage below.

Bookmarked Attributes

As we discussed earlier, person attributes are an important part of Rock. Over time, your list of attributes will grow according to your organization’s needs. Each staff member, however, only works with a limited set of attributes, depending on their position. To help simplify this, we’ve added a Bookmarked Attributes section. Each staff member can choose a list of person attributes they want to display in this box. Every time they visit a Person Profile page, their chosen attributes will be displayed.

You can configure which attributes are displayed in this section by selecting the ti ti-settings button in the header. You can also edit the values of the attributes by clicking the ti ti-pencil button. Each person can adjust the order of the attributes on their bookmark list by clicking the ti ti-menu-2 button, then dragging the attributes into the desired order.

Connection Requests

This section shows a list of Connection Requests that have been made by the individual. This block’s settings let you change the detail page that’s viewed when a request is clicked, and lets you hide Connection Requests in specified States. You can read more about Connection Requests in the Engagement manual.

Known Relationships

Just like in real life, relationships describe connections between two people. Some of the known relationship types provided are:

• Grandparent
• Parent
• Child
• Invited by
• Allow check-in by

To add a new relationship, click the ti ti-plus button on the Known Relationships header. Select the relationship type you want to add from the dropdown, then select the person who matches the relationship you're trying to build.

Many of these relationships have an inverse relationship (e.g., Grandparent to Grandchild). When adding one of these relationships, the system will automatically add the inverse relationship for you. What a timesaver!

You can add custom relationship types if you want. In fact, we have a whole chapter on how to manage known relationships.

Peer Networks

Some relationships are known, but others are implied through the data. For example, if two people are in the same group, we can imply a relationship. Rock highlights these kinds of relationships in the Peer Networks area.