Connection Card Pro - Church Management and Administration Solution

People

Best Practices and common questions about People, including prayer needs, digital guest cards, milestones, and custom fields.

Background Checks

Recording and managing background checks or mandated reporter requirements for volunteers and leaders.

Custom Fields

Using custom fields to create and store any data.

Families & Households

Setting up family connections and households.

Lists

Custom Lists, Smart Lists, and Mailing Lists. Using lists for unlimited organizational options.

Milestones

Tracking personal and church-wide milestones to see growth in your members and record important markers.

Prayer Needs

Tracking and sharing prayer needs.

Help Videos and Tutorials

Getting Started with People
A short introduction to managing people and their profiles.
Journeys
How to use Journey to track spiritual growth.

Help Documents and Articles

Add Point of Contacts for Tracking
Archive / Unarchive People
How to archive or unarchive a person and how it affects your data.
Assigned to Me
Batch Actions: Update Many People at Once
How to update person records or perform other actions in bulk.
Consolidating Multiple Entries of Same Person
Create Individual Points Rules
Creating People Classifications
Digital Guest Cards
Enabling Auto Assignments
How do I Promote Students to the Next Grade?
How to Assign People to Staff for Follow-Up
MAP for Locations, Meeting Places and People
People Tags
Person Profile Tabs
Reassigning Classifications
Referral Tree
School List
Understanding Auto Inactivate & Auto Archive
How to automate inactivating or archiving individuals who are no longer engaging.
Understanding the Journey Tab
How the Journey tab works and how information is automatically filled in as you use Connection Card Pro more.
Upload Profile & Directory Photos in Batch
Upload Member Pictures in Bulk for Profile and Member Directory
Using the Same Email or Cell Phone for Multiple People
Vendor Contact List