Connection Card Pro Help & Documentation

Follow-Up & Pastoral Care: Choosing Between Notes, Interactions, Follow-Up Tasks, and Assignments

Connection Card Pro includes several tools for keeping track of conversations, pastoral context, follow-up, and ongoing care.

They are designed to work together, but each serves a different purpose:

Understanding the difference helps your church preserve useful history without turning every conversation into a task or every task into a permanent assignment.

Record an Interaction when something happened

An Interaction records contact or communication with someone.

For example:

• A pastor called someone.
• A volunteer had coffee with a new guest.
• Someone contacted the church with a question.
• A staff member attempted to call and left a voicemail.
• A ministry leader had an in-person conversation with someone.

Interactions can record who handled the conversation, who initiated it, how it happened, its category, its outcome, and an optional summary.

Interactions become part of the person's shared history and are a good way to answer:

Interactions are not designed for private or sensitive pastoral information. Use a Note when information needs restricted visibility.

Add a Note when context should be remembered

A Note stores information worth keeping on a person's profile.

For example:

• Pastoral-care information
• A family update
• An important concern
• A testimony
• Details that may help during a future conversation
• Private working notes for yourself

Notes can be visible to all permitted admin users, restricted to particular admin roles or users, or visible only to the author.

That makes Notes especially useful when some information should be available to your pastoral team without being visible to every administrative user who can access the person.

Create a Follow-Up Task when something needs to happen

A Follow-Up Task represents one specific action that someone needs to complete.

For example:

• Call next week to check in.
• Send information about small groups.
• Arrange a pastoral visit.
• Contact a new guest after Sunday.
• Check whether someone still needs assistance.

A task can be assigned to an admin user, given a due date, and optionally configured with an App, Email, or Text reminder.

Once that action has been completed, the task is finished.

Tasks can be created directly or while adding a Note or Interaction.

Assign a person when someone has ongoing responsibility

A person assignment is different from a Follow-Up Task.

A task might say:

An assignment says:

Completing one Follow-Up Task does not end a person assignment.

Assignments are useful when your church divides ongoing care between pastors, staff members, ministry leaders, or others who are responsible for particular people.

Use a Profile Highlight for something important right now

Notes and Interactions can also be displayed as Profile Highlights.

A highlight keeps an important current situation visible near the top of the person's profile rather than leaving it buried in historical information.

You might use one for:

• An active family crisis
• An important pastoral-care situation
• A celebration staff should know about
• A significant current concern
• Another situation staff should be aware of when interacting with the person

A highlight can optionally remain displayed through a specified date, or it can be cleared manually.

When a highlight originates from a restricted Note, the Note's visibility continues to apply to that highlight.

These tools can work together

You do not have to choose only one.

For example, after a pastoral conversation you might:

• Record the phone call as an Interaction.
• Store sensitive details in a restricted Note.
• Create a Follow-Up Task for next week.
• Display an important current concern as a Profile Highlight.
• Keep the person assigned to the staff member responsible for their ongoing care.

Together, these tools help your church remember what happened, preserve appropriate context, know what needs to happen next, and make sure people do not get overlooked.

Related guides

• Recording Interactions with People
• Adding and Managing Notes on a Person's Profile
• Creating Follow-Up Tasks and Reminders
• Managing and Completing Follow-Up Tasks
• Assigning People to Staff or Leaders for Ongoing Care