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Updatewithnewui contactprofile&history #133

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Mar 6, 2024
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Updatewithnewui contactprofile&history #133

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3795ab5
Update 06. Templates.md
KrishnaDwibhashi2 Mar 6, 2024
4df5455
Update 06. Templates.md
KrishnaDwibhashi2 Mar 6, 2024
df679fe
Update 12. Contact Profile & History.md
KrishnaDwibhashi2 Mar 6, 2024
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Merge branch 'main' into updatewithnewui-contactprofile&history
KrishnaDwibhashi2 Mar 6, 2024
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62 changes: 33 additions & 29 deletions docs/3. Product Features/10. Others/12. Contact Profile & History.md
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Original file line number Diff line number Diff line change
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> ### **4 minute read                             &nbsp                             &nbsp                             &nbsp                               `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.**

## View Contact profile

1 . Login to the Glific and click on the chats tab from the left panel.

<img width="195" alt="image" src="https://github.com/glific/docs/assets/122982753/58bcfbe7-b89e-4915-a22d-d25fc24e8269"/>


![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)

<img width="355" alt="image" src="https://github.com/glific/docs/assets/122982753/9bb542ce-00e0-4acc-b5cf-5921866f7440"/>


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)
<img width="372" alt="image" src="https://github.com/glific/docs/assets/122982753/9fc7c374-2561-4a3f-8f0f-3a1deb66dfc2"/>

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).
<br/>
<img width="815" alt="image" src="https://github.com/glific/docs/assets/122982753/d0e5965b-818c-4c11-97ab-21683d523ae5"/>
<br/>
<img width="848" alt="image" src="https://github.com/glific/docs/assets/122982753/1740d18f-b93e-4548-af52-349f5fb4acb6"/>
<br/>
ii) Phone number
<br/>
<img width="759" alt="image" src="https://github.com/glific/docs/assets/122982753/9d4ec6cf-8a3c-47ef-97a5-d4f14f799dd4"/>
<br/>
iii) Provider status / Optin Staus -If contact is optin and can receive HSM templates
<br/>
<img width="905" alt="image" src="https://github.com/glific/docs/assets/122982753/69297060-1986-48c5-9a59-679e21a5e5c9"/>
<br/>
iv) Language - Contact&'s preferred language. NGO users also can change the language and save it to update the language preference of contact.
<br/>
<img width="737" alt="image" src="https://github.com/glific/docs/assets/122982753/07efa47e-d223-4af6-a1b5-fabc38b9fafc"/>


ii) phone number

iii) Provider status / Optin Staus - ( _if contact is optin and can receive HSM templates_)

iv) Language - ( contact&#39;s preferred language). NGO users also can change the language and save it to update the language preference of contact.


<img width="1197" alt="Screenshot 2023-02-08 at 1 38 54 PM" src="https://user-images.githubusercontent.com/16541548/217471558-80ab06b0-b43a-495e-af42-833d86e3f32a.png" />

## Create New Profile

1 . Create a new flow and ask a question, the contact if he/she wants to create a new profile.
Expand Down Expand Up @@ -127,6 +124,10 @@ Output after executing the flow (**Switch User**)
### Video Tutorial

<iframe width="800" height="500" src="https://www.youtube.com/embed/vsFs_uFEblE" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
<br/>
**Please note- This is a video recorded on old UI**
<br/>


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.

Expand All @@ -137,11 +138,14 @@ Below are the steps on how to implement multiple profile features in your flow.
## Advanced Feature Webinar

<iframe width="800" height="500" src="https://www.youtube.com/embed/csOGHfb4g3s" title="YouTube video player" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe>
<br/>
**Please note- This is a video recorded on old UI**

<br/>

## 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.
<img width="1261" alt="image" src="https://github.com/glific/docs/assets/122982753/ab4315d0-abb3-4d53-8d3c-f9ad3bd722c4"/>

![image](https://user-images.githubusercontent.com/32592458/212657917-2007399e-713b-459f-bc7c-96496ce0cd6b.png)
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