Connection Card Pro Help & Documentation

Assigned to Me

Connection Card Pro makes it easy to assign Staff and Admin Users to individuals needing follow-up. Knowing someone from your staff will be following up with individuals that need follow-up can help ease the burden put on one person to do all the follow-up. Taking that extra step and a little extra work to stay connected with them shows them your organization cares about them and they are important to all of you.

When viewing a person’s profile page, you can see under their name who they have been assigned to if they have been assigned to anyone. And on the Person List when adding the “Assigned To” column you can view all those who have been assigned to a staff or admin.

To See Who Has Been Assigned to You

From the menu:
People > Assigned to Me

Here you can view the individuals that have been assigned to you.

View your “Assigned to Me” page daily to see any new individuals that have been assigned to you.

To View All Who Have Been Assigned to Someone and Who They are Assigned To

From the Person List you can also view all those that have been assigned to someone and who they were assigned to.

From the menu:
People > View People (Or person list shortcut)

• Click on the Columns filter at the top and click “Assigned To” to add this column and click “Update Columns”. You can also check to save as a default before Updating columns if you would like to always have this column show.

Please see our help doc “How to Assign People to Staff for Follow-Up” for more information on how to assign people.