Connection Card Help & Documentation

Person Search and Viewing or Editing their Information

From left Menu
Persons > Person List

On this page you can either search by the name of the one individual you are looking for in the top Search bar, by entering their first or last name; or you can sort by factors such as Grade, Age, Baptized, Salvation among other options to see a complete list of these profiles you are looking for with the push of one button!
Click on the name to go into their record.

View Individual Record: To see all details on that person, make sure you are on the “Details” tab at the top. Click on their name to view details. Click on the “edit” button to add or make any changes.

To add to a Small Group, Department, etc. you can do that by selecting Edit in their personal record and adding to that class, or you can add on the Person list by clicking their name and at the bottom choose from the Drop-down Menu to add to a group and in the next drop-down menu line select group and add.

To add a group of people to the same group at the same time, from the Person List select those people and then at the bottom choose from the Drop-down Menu to add to a group and in the next drop-down menu line select group to add them to.

Attendance Tab: To see their Attendance record, go into their personal record and click on the “Attendance” tab at the top.

Giving Tab: To see their Giving record, if granted permission for that privilege, go into their personal record and click on the “Giving” tab at the top.

Map of Address/Print Instant Label/Edit Home Address:
Under their Contact Information, you can click on “Show Map” to see where this address is located

Printing Address Label:
To print an address label for the person you are viewing, simply click “Print Instant Label” at the bottom of their Contact Information/Address.

To Send an Email to that Person:
Click on their Email address.