Connection Card Pro Help & Documentation

Understanding the Interface - How to Navigate Connection Card Pro
The ins and outs of our user interface to help you better navigate and use our platform.

Using Lists in Connection Card Pro
Learn the basics of the List interface used throughout Connection Card Pro, including search, filters, views, columns, row actions, selection and pagination.

Customizing Lists with Columns & Saved Views
Learn how to choose and reorder columns, save your preferred layout, and create personal or shared Saved Views.

Searching, Filtering, Sorting & Grouping Lists
Learn how to quickly find and organize records using search, filters, sorting, grouping and preset views.

Selecting Records, Bulk Actions & Exporting Lists
Learn how to select records, perform bulk actions, export List data, refresh results and work across multiple pages.

Using Dashboards and Creating Widgets
Learn how to customize your Connection Card Pro dashboard, add preset widgets, build widgets from templates or from scratch, and choose the right data, date range, display, comparisons, and goals.

Dashboard Widget Data Sources & Filters
Learn what each dashboard data source measures and how Attendance, Finance, People, Forms, and Events filters affect the results shown in your widgets.

Dashboard Widget Ideas & Examples for Churches
See practical dashboard and widget examples for tracking attendance, giving, new guests, follow-up, registrations, ministry activity, and other important church trends.

Dashboard Week Setting