[Steven Zahm]

@ Bryan

re: I like the look when you click “View All” How can I make this my default listing?

This is the Names template you can activate it on the Connections : Templates admin page. If you choose to do this then you need to make another settings changes otherwise you will only see a name when you click on the link. Go to the Connections : Settings admin page and click the Display tab. Enable the Single Entry Template option. Now go to the Connections : Templates admin page, click the Individual entry template type and activate the Default Card template. Do the same for the Organization and Family template types.

re: I’m confused about Form and Links. Can I use both to limit what information an existing person can edit?

Link allows an entry to be linked to a user account in WordPress. That user would only be able to edit “their” entry. Form allows the user to make changes to “their” entry in the frontend rather than from their entry admin profile page.

Now, you could use Link and Form together to somewhat limit what can be edited. First you would need a plugin that blocks access to the admin because the Link profile admin page will not limit anything the user can edit. With the admin block the only place the user could edit their entry is from the frontend is with Form. On the Form settings you can choose which fieldsets to display which does can limit what can be edited. Take a look at the screenshot on the Form product page to see which fieldset can be disabled.

Now… since you are using Families, I have to mention that neither Form nor Link permit the user to create a family entry, only an Individual or an Organization. And Link will link to only one entry in Connections. I single user will not be able to edit a “family” of entries.

Hope that helps!