You can add connections either individually for a person or in bulk.
Adding a Single Connection
You will need the Full Write Connections permission to perform this action.
There are multiple ways to add a new connection to the system. The first is to click on the New drop-down menu at the top of any page, and click on Connection.
The other way is to navigate to the connection listing and click on the Add New button at the top.
Finally, the last way to add a new connection is directly from the person's profile. Navigate to the person's profile, then click on Add Connection from the Actions button.
Regardless of which method is chosen, a pop-up will appear where the details for the connection can be entered.
The following fields are available:
General
Type - the type of connection. See this article for more information on managing the list of available types. Important: you will not be able to change the type after you save.
Date - the date of the connection. This can be a past or future date. It defaults to the current date.
Person - the person profile this connection is for. If you are adding a connection from within the person's profile, this field will auto populate for you.
Status - the status of the connection. Defaults to Pending. You can click on the menu to the right of the drop down to add, edit, and delete statuses. You will need the Connections Settings permission to do so.
Description - optional notes describing why this connection was added (if applicable)
Custom Fields
This section contains all custom fields defined on the connection regardless of the type. In other words, any custom fields added here will appear for all connection types.
New custom fields can be added by clicking on the add new custom field button. A custom field can be edited or deleted by clicking on the label and selecting Edit field or Delete field respectively.
You will need the Connections Settings permission to add, edit, or delete custom fields.
See the "Fields" section of this article for more information on each field that can be added. You will not be able to add a Ticket/Item or Donation field.
Custom Fields on Connection Type
If there are custom fields defined on the connection type chosen, then another section will appear with the same name as the type. This section will contain all the custom fields defined.
Assignment
Person - optional. This is the person who should follow up with this connection. If set, they will be emailed details of the connection.
Date - this is the date they must complete the connection by. If the date passes, the connection will be marked as past due.
If the same person always handles a particular connection type, a default assignee can be set for that type. See the assignment section on this article for more information.
Comments
Comments can be added and read in this section. All previously entered comments will also appear here from newest to oldest.
Once finished, click on Save to add the connection. A redirection to the newly created connection will occur. Check Keep open and add another if adding multiple connections at once.
In Bulk
You will need the Full Write Connections and Reporting permission to add connections in bulk.
Navigate to the People Query Builder in the left-hand menu, via Reporting > Query Builder > Data Source > People, and construct a query that returns the people of interest for adding connections. Next, select Run Query, and then click on Mass change from the Bulk Actions menu above the results area.
In the sidebar that appears, select Add Connection after choosing the perform an action button.
A pop-up will appear asking for the details of the connection. This is the same information entered when adding a connection using the single approach above. Enter the required information, and click on Done. This returns the view to the Perform Mass Change pop-up.
Finally, click on the update button to add the connections to each of the profiles returned in the query.