Connection Card Pro Help & Documentation

Dashboard and Widgets

Your Home page is a great Go-To-Page first thing every day! Using your Dashboard on the Home page, you can easily and quickly keep track of new visitors or those that have requested a follow-up from your "Follow-Up Alerts" widget, see "Last Weeks Summary" widget for attendance, new visitors, new records, people serving, online giving and unique active. 

Your Widgets on your dashboard can become powerful tools for you. What kind of information would you like to see quickly that may change daily? Want to keep track of your income/tithes, monthly attendance, event registrations, a heads-Up display for a certain day's attendance, like Christmas Eve or Easter? You can create these widgets to display in tables, charts, or head-up displays based on customizable data points.

You can also create and edit multiple dashboards which are accessible by the admin users in your organization and set the main dashboard as your default dashboard.

Your Dashboard can be found on the Home page

From the menu:
Click on "Home" to view your Dashboard

Dashboard Widgets

You can create your own custom widget(s) or add one that has already been created for you to view/track information at a glance.

Using Preset Widgets

We have included 2 preset widgets already for you to use, that we believe will be very useful widgets for your organization:

1) Summary Widget: for you to quickly view Last Week’s Summary of attendance and giving figures.

2) Follow-Up Alerts widget: This widget quickly shows you the names of new contacts, those having a birthday or anniversary, those needing some type of follow-up to show you new visitors, those needing follow-up, those with birthdates, etc. After viewing these alerts/new contacts, you can choose to click the blue arrow/box icon to go into that person's profile page, or click the green checkmark to mark as complete, or the X to dismiss alert. 

Creating Custom Widgets for your Dashboard

From the menu:
Click on Home

• Click on the + icon at the top right corner.
• Select “Create a Widget”
• Give your Widget a Title
• Choose the Data Source(s) for this widget and choose how you want your widget to display your data. Depending on the options you choose, different data types and fields, dates and filters may pop up to choose from also.
• Click Create when you are finished building your widget
• You will be taken back to the dashboard in the Edit mode – here you can edit anything you want to change or click “Done Editing Dashboard”

To Edit, Duplicate or Delete a Widget

• Click on Home.
• Click on the edit icon at the top right corner.
• Choose the widget you want to Edit and make your changes and Save Changes.
• Choose any other widgets to edit, duplicate or delete, then click on Done Editing Dashboard.

Creating Separate Dashboards

You can create and edit multiple dashboards which are accessible by the admin users in your organization and set the main dashboard as your default dashboard.

To Create Another Dashboard

From the Menu:
Click on Home

• Click on the pie icon/Manage Dashboards at the top right (to the left of the + add widget icon). 
• Here you can see a list of any Dashboards that have already been created and who they were created by that you can View, or you can Add a New Dashboard.
• Click on Add a New Dashboard and give your Dashboard a name. Such as a department’s dashboard, Main Dashboard, etc. and click Create.
• Add your custom widgets.