1. Start by viewing the Help Seeker Profile or Past Contact Record connected to a Help Seeker Profile, and click the link to ‘Use this Help Seeker’s information in a new Contact Record’; the information from the Help Seeker Profile will automatically populate into the new Contact Record
2. Start by viewing the Past Contact Record connected to a Help Seeker Profile, and click the link to ‘Use this Help Seeker’s information in a new Contact Record’; the information from the Help Seeker Profile or Contact Record (depending on your organizations settings) will automatically populate into the new Contact Record
3. Start from within a new Contact Record, use any of the following search methods to view a Help Seeker Profile, depending on the type of Help Seeker Profile, and select the Help Seeker Profile to connect to the Contact Record:
   
1. Help Seeker Drop-Down List
2. Search Name
3. Search past contacts from phone number below
4. Search past contacts/advanced search
   

Help Seeker Drop-Down List

1. From within a new Contact Record, select a profile from the ‘Profile’ drop-down list
2. After you select the profile, the Contact Record is now connected to the profile with the information from the profile automatically populated into it
   

Search Profiles

1. From within a new Contact Record, enter any word or phrase that might be found in a Profile in the ‘Name’ field and click the ‘Search profiles’ button
2. This will search for the word or phrase in any of the standard profile fields (ex. name, keywords, history, etc.); if the word or phrase isn’t found in any profiles, ‘No Help Seekers matched that search’ will appear; if profiles were found, a link appears that says ‘Show Help Seekers from search'
3. Click the link to ‘Show Help Seekers from search’ and a pop-out window opens listing all the profiles the word or phrase was found in. The information entered in the standard fields of each profile is displayed here to help you quickly identify the correct profile for the individual you’re interacting with
4. If you see the profile you wish to use from this list, click the ‘Select’ link next to their name and the Contact Record is now connected to the profile with the information from the profile automatically populated into it
5. If you aren’t sure which profile to choose, click the ‘See past contacts’ link next to one of the profiles. A new tab will open with the Advanced Search page with the past Contact Records connected to the selected profile displaying in the search results
6. Read through the past Contact Records and when you determine the profile is correct you have 2 options, as follows:
1. Connect your Contact Record to the profile while viewing a past Contact Record, by clicking the link to ‘Use this Help Seeker’s information…’
2. Connect your Contact Record to the profile while viewing the profile, by clicking the link to ‘Use this Help Seeker’s information…’; each option has different outcomes, depending on the settings enabled in your organization. Read the related help article, ‘Differences between ‘Use this Help Seeker’s information…’ in a Contact Record vs Help Seeker Profile’ to learn the difference between these methods and decide how to proceed.
   

Search past contacts from phone number below

1. From within a new Contact Record, enter the phone number in the ‘Phone’ field under Contact Information
2. After you finish entering a 10-digit number a link appears to ‘Find previous contacts from phone number below’; click the link
3. A pop-up window opens with the Advanced Search page, showing results for both Profiles and Past Contact Records
   
1. If you wish to view all the Profiles that include this phone number, click the link ‘Also found in x Help Seeker profiles. Click here to view’; from here you click the ‘View’ link next to the profile you wish to see more information for. Once you’re viewing the correct profile, click the link to ‘Use this Help Seeker’s information’
2. If you wish to find the Profile using the past call search results, you have the same 2 options as listed in the previous method; Connect your Contact Record to the profile while viewing a past Contact Record or while viewing a profile.
   

Search past contacts/advanced search

1. From within a new Contact Record, click the link to ‘Search Past Contacts'
2. A pop-up window opens with the Advanced Search page, where you can enter any word or phrase to search for
3. Enter the word or phrase you wish to search for and click ‘Search’ and search results for both Profiles and Past Contact Records appear, as previously explained above
4. Read the related help article ‘How to use the Advanced Search page’ to learn more
   

For all search methods above, after the Contact Record is connected to a profile, the following is true:

1. Information from the Profile area (ex. history, permissions, number of contacts today, etc.) appears in the Contact Record to reference during the interaction
2. Information is populated into the custom fields of the Contact Record and users can change the information in the Contact Record, specific to the interaction. The information entered AFTER a profile is connected to the Contact Record will be retained after the Contact Record is submitted. However, if there was data entered in some of the fields in the Contact Record BEFORE the profile was connected to it, then depending on your Overall Contact Record settings for the form, the data in the Contact Record may or may not be overwritten with the profile information.
3. After the Contact Record is submitted, the Contact Record and referrals made within that Contact Record will be available for review when viewing the selected profile
   

1. ‘Use this Help Seeker’s information…’ in a Profile: the top of the page says ‘Edit Profile’ and you see the tabs (Profile, Background, Contacts, etc.) across the top of the page
2. ‘Use this Help Seeker’s information…’ in a Contact Record connected to a Profile: the top of the page says ‘View a [Contact Record Form Name]’ and the Help Seeker’s name appears as a hyperlink
3. ‘Use this Help Seeker’s information…’ in a Contact Record not connected to a Profile: the top of the page says ‘View a [Contact Record Form Name]’ and the Help Seeker’s name appears as static text (instead of a hyperlink)
   

1. when viewing a past Contact Record, transfer the data into a new Contact Record; the setting must be enabled in the past Contact Record version
2. when initially creating a new profile from a submitted Contact Record, transfer the data from the Contact Record into the profile; this setting must be enabled in the submitted Contact Record version
   

Transferring Data Between Two Different Contact Form Versions

It is currently not possible to automatically transfer data between two different contact form versions (for example, ABC Contact Form and XYZ Contact Form), even if the Categories, Groups and Fields are named exactly the same.  In this situation, you will have to manually make the same selections.

1. From within a new contact record, select a help seeker profile
2. After the page reloads with the profile information, notice the 'History' field of the profile appears as an editable text box
3. Click your mouse into the text box and make any changes to the existing text
4. When you 'Submit' the contact record, any changes made to the 'History' field are updated to also appear in the Help Seeker Profile. So the next time this Help Seeker Profile is selected for use in a contact record, the new information added will be available to the user handling the next interaction.
   

Note, currently the 'History' field is the only Profile field available that can be updated directly from within a contact record. If any other field in a Profile needs to be updated (ex. Name, Phone Number, any Custom Field set to include in the Profile, etc.), this must be updated by a user who has permission to create/edit Profiles.