@ Susan
re: WordPress is adding p and/or br tags after and around every line – this is not a result of my changes, it was happening before I started customizing. (I’m pretty sure this started after all the updates surrounding WP 4.0, but can’t go back to be sure.) I don’t want to disable autop sitewide. What can I do to disable it either for the Connections post type or for each template, or to modify the template to prevent it?
This is most often caused by the theme. Those from ThemeForest are especially guilty of adding p and br tags to shortcode output. See this FAQ for some helpful tips. The update in the yellow tinted box usually fixes it for almost everyone so I would try that first.
re: Where are the directions for adding a custom field or fields to a template?
The custom fields when adding an entry? Those can be enabled for display on the Connections : Settings admin page under the Display tab. If you want to add other custom like Education Level, Hours, Income Level and Languages, there’s no doc available on the web yet. I highly recommend referring to those plugins code they are freely available and are well documented using phpDoc and inline comments.
Hope that helps!