Creating Custom People Lists
Connection Card Pro helps you stay more organized by offering Custom Lists for managing and keeping track of people in your database. You create your own custom lists to organize your people database the way that will help you to work more efficiently! You can use Custom Lists to group your Youth or Kids groups, your Board Members, Deacons, or people not directly connected to your organization, etc.
These custom lists makes it easy to communicate quickly with only certain people who are holding certain roles. You can quickly send an email or text by going to your Person List (People > View People or using your shortcut key) and click on either the email or text icon in the lower right corner, enter your message and then select to send to your custom list!
You can also make your custom list exclusive to hide individuals on this list from your main person list.
To Create a Custom list:
Go to People > People Settings > Custom Lists
For more help on Custom Lists view our video tutorial below!