Family Connections

Articles about our tool named Family Connections

Travis Collins avatar Jennifer Jacobs avatar Yubi Ventura avatar
27 articles in this collection
Written by Travis Collins, Jennifer Jacobs, and Yubi Ventura
Cases

Creating A New Case In Family Connections

Learn how to create a new case, and how to start editing that case.
Travis Collins avatar
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
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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
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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.
Travis Collins avatar
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
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Written by Yubi Ventura
Updated over a week ago

Create a Digital LifeBook - LIVE now!

Create a digital lifebook in Family Connections!
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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!
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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.
Travis Collins avatar
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.
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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
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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
Travis Collins avatar
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!
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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
Jennifer Jacobs avatar
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
Jennifer Jacobs avatar
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.
Travis Collins avatar
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
Jennifer Jacobs avatar
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
Jennifer Jacobs avatar
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.
Travis Collins avatar
Written by Travis Collins
Updated over a week ago

Merging People

Learn how to merge people records in Family Connections
Travis Collins avatar
Written by Travis Collins
Updated over a week ago