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Family Connections
Family Connections
Articles about our tool named Family Connections
28 articles in this collection
Written by
Travis Collins,
Jennifer Jacobs,
and
Yubi Ventura
General
What is Family Connections?
Learn about our people finding & family tree building tool called Family Connections.
Written by
Travis Collins
Updated over a week ago
Dashboard Feature
What is a dashboard and how would I use my dashboard?
Written by
Yubi Ventura
Updated this week
Accessing Family Connections
Learn about how to access the Family Connections tool
Written by
Travis Collins
Updated over a week ago
How To Install and Use the Family Connections Chrome Browser Extension/Plug-in
Learn how to capture any webpage using Google Chrome and the Family Connections browser plug-in
Written by
Travis Collins
Updated over a week ago
Family Connections Browser Requirements
Learn about the supported browsers and major features of Family Connections
Written by
Travis Collins
Updated over a week ago
Cases
Creating A New Case In Family Connections
Learn how to create a new case, and how to start editing that case.
Written by
Travis Collins
Updated over a week ago
Managing Cases In Family Connections
Learn about how to create and manage cases in Family Connections
Written by
Travis Collins
Updated over a week ago
Understanding Case and Team Level Permission In Family Connections
Learn about the options to assign permissions in Family Connections
Written by
Travis Collins
Updated over a week ago
Assigning Case Permissions In Family Connections
Learn about how to assign permissions to individual cases in Family Connections.
Written by
Travis Collins
Updated over a week ago
Case Status Recommendations
How to determine which Case Status you should choose, and when to change the Case Status
Written by
Yubi Ventura
Updated over a week ago
Create a Digital LifeBook - LIVE now!
Create a digital lifebook in Family Connections!
Written by
Yubi Ventura
Updated over a week ago
Tasks Feature
Create a task for yourself or a reminder to follow up with a particular person within a case, learn more here!
Written by
Yubi Ventura
Updated over a week ago
Searching For People In Family Connections
Learn how Family Connections helps you search for and discover people and relationships.
Written by
Travis Collins
Updated over a week ago
Removing Case Access In Family Connections
Learn about how to remove a team member from a case access in Family Connections.
Written by
Travis Collins
Updated over a week ago
How To Export Data and Print
Learn about how to export and print all of the data from a case in Family Connections
Written by
Travis Collins
Updated over a week ago
Workspaces
How To Use The Family Connections Visual Tree Builder
Quick information on how to build and manage trees (including drawing lines and grouping people) in Family Connections
Written by
Travis Collins
Updated over a week ago
Add Engagements to the Case Child
You can now add engagement directly to the case child!
Written by
Yubi Ventura
Updated over a week ago
How to Draw Lines
Learn how to create, edit, move and delete lines and manage line styles
Written by
Jennifer Jacobs
Updated over a week ago
Managing Workspaces
Learn how to create, view, edit and delete workspaces, and how to choose a workspace template
Written by
Jennifer Jacobs
Updated over a week ago
Searching For People In Family Connections
Learn how Family Connections helps you search for and discover people and relationships.
Written by
Travis Collins
Updated over a week ago
How to Add and Manage People and Placeholders
Learn how to add, move, edit, delete, and assign status colors to people and/or placeholders
Written by
Jennifer Jacobs
Updated over a week ago
How to Make and Manage Groups
Learn about creating, moving, renaming and deleting groups of people
Written by
Jennifer Jacobs
Updated over a week ago
Tracking Contacted & Not Contacted People In Family Connections
Learn about how you can track who has been contacted or not in Family Connections.
Written by
Travis Collins
Updated over a week ago
Merging People
Learn how to merge people records in Family Connections
Written by
Travis Collins
Updated over a week ago
Teams
Inviting New Team Members In Family Connections
Learn how team managers can invite new team members
Written by
Travis Collins
Updated over a week ago
Managing Teams In Family Connections
Learn about Team Managers, and how they control access to Family Connections
Written by
Travis Collins
Updated over a week ago
Engagements in Family Connections
Understanding Engagements in Family Connections
Written by
Travis Collins
Updated over a week ago
Reports
Understanding Case Activity Reports
Learn how to use and understand the Case level reports
Written by
Jennifer Jacobs
Updated over a week ago