Connection Card Pro Help & Documentation

Follow-Up & Pastoral Care: Choosing Between Notes, Interactions, Follow-Up Tasks, and Assignments
Learn the difference between Notes, Interactions, Follow-Up Tasks, person assignments, and Profile Highlights—and when to use each one to coordinate care and follow-through.

Adding and Managing Notes on a Person's Profile
Learn how to add Notes to a person's profile, control who can see them, organize them with Activity Categories, search existing Notes, and create Profile Highlights or Follow-Up Tasks from a Note.

Creating Follow-Up Tasks and Reminders
Learn how to create actionable Follow-Up Tasks, assign them to an admin user, set due dates, and send optional App, Email, or Text reminders.

Recording Interactions with People
Learn how to record calls, conversations, visits, emails, and other interactions, including who initiated the contact, how it happened, the outcome, and any follow-up that should happen next.

Setting Up Activity Categories and Interaction Methods
Learn how to customize the Categories used for Notes and Interactions and add custom Interaction Methods that reflect the ways your church connects with people.

Managing and Completing Follow-Up Tasks
Learn where to find outstanding Follow-Up Tasks, how to edit, reassign, cancel, or complete them, and how to record the Interaction that happened when a task was completed.

Assigning People to Staff or Leaders for Ongoing Care
Learn how to assign a person to someone for ongoing care or responsibility, and understand how person assignments differ from individual Follow-Up Tasks.

Viewing People Assigned to You
Learn how to use Assigned to Me to find the people you are responsible for over time, and how that differs from viewing individual Follow-Up Tasks assigned to you.