diff --git a/docs/3. Product Features/10. Others/12. Contact Profile & History.md b/docs/3. Product Features/10. Others/12. Contact Profile & History.md index f9ba255ab..3fe66c122 100644 --- a/docs/3. Product Features/10. Others/12. Contact Profile & History.md +++ b/docs/3. Product Features/10. Others/12. Contact Profile & History.md @@ -1,4 +1,4 @@ -> ### **4 minute read                                                                                                                         `Beginner`** +> ### **4 minute read                                                                                                               `Beginner`** **NGO users can see the contact profile and access history from the Glific interface, when there is a requirement to check the same. It could be used for personalized interactions, data-driven decision making, improving support etc.** @@ -6,43 +6,40 @@ 1 . Login to the Glific and click on the chats tab from the left panel. +image -![image](https://user-images.githubusercontent.com/32592458/212648270-11596115-2ad8-4a6c-b081-3e8a0ce4c66b.png) - 2 . Search the contact from the name of the contact or phone number from the right panel. -![image](https://user-images.githubusercontent.com/32592458/212648307-83a07344-a458-4e5b-982a-da68dd087fde.png) - +image -3 . From the top bar click on the down arrow (next to the contact name) and click on `View contact profile` link +3 . From the contact's top bar click on the down arrow (next to the contact name) and click on `View contact profile` link -![image](https://user-images.githubusercontent.com/32592458/212648340-64a1af6e-b106-4c7d-acf0-1d2311333b92.png) +image 4 . Contact profile page will open up. You can check the below details of contact. - i) Name - **_Contact Name will be shown in chat screen and view profile page screen is the one which is set in the flow with_ `@contact.fields.name` **_variable, by the contact. If the name is not updated with the_ `@contact.fiels.name`**_variable, the name will be picked from_ `@contact.name`**_(WhatsApp name set by the contact) variable._** - -![image](https://user-images.githubusercontent.com/32592458/212648367-0409ecc7-f78d-4943-ad24-9f3d3d536763.png) - - - -![image](https://user-images.githubusercontent.com/32592458/212657822-9e0f73ab-4b29-4a93-9d5a-1618bf50828e.png) - -![image](https://user-images.githubusercontent.com/32592458/212657858-e9dc0c70-7d8d-4916-9237-757e472e0f4d.png) - + i) Name - Contact Name that is shown in chat screen and "View profile-->Details screen" is the one which is set in the flow with `@contact.fields.name` variable, by the contact. + If the name is not updated with the `@contact.fiels.name` variable, the name will be picked from `@contact.name` variable (i.e WhatsApp name set by the contact). +
+ image +
+ image +
+ ii) Phone number +
+ image +
+ iii) Provider status / Optin Staus -If contact is optin and can receive HSM templates +
+ image +
+ iv) Language - Contact&'s preferred language. NGO users also can change the language and save it to update the language preference of contact. +
+image - ii) phone number - - iii) Provider status / Optin Staus - ( _if contact is optin and can receive HSM templates_) - - iv) Language - ( contact's preferred language). NGO users also can change the language and save it to update the language preference of contact. - - - Screenshot 2023-02-08 at 1 38 54 PM - ## Create New Profile 1 . Create a new flow and ask a question, the contact if he/she wants to create a new profile. @@ -127,6 +124,10 @@ Output after executing the flow (**Switch User**) ### Video Tutorial +
+**Please note- This is a video recorded on old UI** +
+ It has been observed in some cases, beneficiaries have one phone number and there is more than one person who needs to have their profile created to access the Chat. @@ -137,11 +138,14 @@ Below are the steps on how to implement multiple profile features in your flow. ## Advanced Feature Webinar +
+**Please note- This is a video recorded on old UI** + +
## View Contact History -1 . Scroll down the contact profile page. +1 . Click on the `History` button to see the chat/flow history of the contact. -2 . Click on the `show more` button to see the older history of the contact. +image -![image](https://user-images.githubusercontent.com/32592458/212657917-2007399e-713b-459f-bc7c-96496ce0cd6b.png)