Connection Card Pro Help & Documentation

People Tags

In Connection Card Pro you can create an unlimited number of Tags with an unlimited number of Tag Categories to help you categorize those tags into meaningful and reusable groupings.

Tags can be applied to anyone in your database for easy grouping and organization. Tags add extra sortable attributes and information to your people to help when searching, or tracking associations. Create tags that will be helpful to you and your organization for sorting, generating reports, etc. such as create a tag for those graduating in the next year, or create a tag for a Project and tag all those in charge or helping with that project, etc. The tag attributes you can add for sorting/filtering here are unlimited!

For Financial Tags please go to Accounting > Financial Settings > Tags.

Creating Tags for People

In Connection Card Pro, people can be tagged with the same custom tags, project tags, or fundraiser tags which are used throughout the system for Groups, Meeting Times, Events, and other items. 

From the menu:
Organization > General Settings > Tags

• Choose from the top tabs what type of tag you want to create (or edit): Projects, Fundraisers, or Custom Tags 
• Click on +New
• Add a number if you would like and Name your tag and any other information depending on which type of tag you are creating and Save.

To add tags to a person, go to your Person list (People > View People) and to the right of that persons row click on the menu drop-down icon and select Edit Status/Tags. Click on the tag line in the pop up box to select option(s) or begin typing to find option(s), then Save.

To add the same Tag to a group of people, go to your Person list (People > View People), click on each name to highlight it, then at the top of the list click on "More Actions" and select “Add Tags“ from the drop-down menu, click "Go", then choose from the next drop-down menu the tag(s) to apply. Make sure the same tags apply to all the people you have selected here.

To see all people with a specific tag in your person list (or in any custom list or group roster), click "Filters" to add a filter, select the Tag Category (or Tag Type) and select the desired tag.