Connection Card Pro Help & Documentation

Connecting Families and Households

Connection Card Pro makes it easy to connect families and households! Make your People Database complete by connecting those in the same household and family.

Connection Card Pro gives you 2 ways to connect people, through Households and through Families.

• What’s the difference between Family and Households?
• Family specifies actual family connections regardless of where they live (parents and grown children likely don't live in the same house, but they are still parents / children), or other family connections (siblings, aunts, uncles, etc.).
• Households groups people who are living together (and some may not even be family or may be extended family), but they all live in the same household.

To Create a Household:

The Household only needs to be created once per family, and then after it has been created others can be added to it. If you have more than one family with the same last name, set one person as the Head of Household for each family, then that first name will appear next to the household name, so you know which one is which. If there is no head of household designated, a number will be assigned.

From the menu:
People > View People > Click on EDIT for the person who is the head of household. Or you can create the household when entering a new person.

• Scroll down to the Household section, and on the Household line choose "Create New Household" and save. The household is automatically created for you using their last name.

To Add People to a Household:

Once your Head of Household person has been created, you can create the rest of the Household from that person’s profile page.

From the menu:
People > View People > Click on View for the person for the head of household.

2 Ways to add a person to your household:

1) Scroll down to the “Household” section and select + to add a new person that is not in your database yet or click the Link button to link an already existing person to this household. By adding or linking a person in the Household section their household address will transfer over to their profile page also.

2) Scroll down to the “Family” section and click + to enter a new person to the family, type in their first and last name and check “Lives at Same Address” to transfer the address to this person if they live at this same address. By selecting "Lives at Same Address" this will also add them to the Household.

To Add New Family Members:

From the menu:
People > View People > Click on VIEW for the person, such as the head of household, that you want to add family members to.

Or

If this first person was just entered, once you Save you will be redirected to viewing their profile page.

• Scroll down to the Family section and click on the + to add a family member that has not been entered yet.
• In the pop-up box enter their full name and click “Lives at same address” if they have same address. Enter all their information and Save. This will also add them to the household if they live at the same address.
• If you checked “Quick Create” then after Saving you will be taken back to the first family member you entered to add more family members as above.
• If you uncheck “Quick Create” you will be taken to their profile page to add more of their information. Once complete, Save. You will be taken back to viewing their profile page.
• Go back to the Head of Household to continue adding more family members as above.

NOTE: When linking a person to a "Family" that is already in your database and lives at the same address, link them to the household first to add/transfer the address to that linked person.