1. They're accessed from a drop-down list in the top right corner of the page. Note, in the old V4 version of the contact forms, related contact forms are found in the top right corner of the page as a red clickable link. 
2. You can set up to 10 different Related Contact Records per primary Contact Record
3. Each Related Contact Records can be created an unlimited number of times per primary Contact Record
   

1. They're accessed as a link at the top of the page on the right side, next to where the primary contact form lists the help seeker's contact information. 
2. You can set an unlimited number of Child Contact Record per primary Contact Record
   
1. For example if you have 3 different Child Contact Record forms, you can setup one primary Contact Record to use all 3 Child Contact Records 
   
3. A Child Contact Record can only be setup to be used in one primary Contact Record 
   
1. For example, if you setup a Child 'QA Survey' Contact Record to be used in your primary 'Crisis Contact' record, that 'QA Survey' Child Contact Record cannot be re-used in a different primary contact record 
4. Each Child Contact Record can only be created once per primary Contact Record
   

1. Stored, managed and searched just like any other standalone, primary contact record
2. You can configure the custom fields in these contact forms so designated fields automatically transfer from the primary contact form into the secondary contact form
3. After they're submitted, they're shown as linked contact records when viewing the primary contact record
4. These secondary contact records are more advanced than just simply clicking the link to 'Use this call's information in the call report you are composing' because that simply transfers past contact record information into a new contact record. But these secondary contact records are directly linked to the primary contact record

The type of secondary contact record your organization enables is dependent on your individual processes and needs, based on the information described above. Common examples of the types of secondary call report forms that are set up to be related to a primary call report include, but are not limited to:

1. Suicide Assessments
2. Follow-Up Surveys
3. Intake Forms
4. and more!
   

Creating and Viewing a Related Contact Record

1. From the main Calls page, click the button to 'Create a new contact record'
2. Select a new (primary) contact form (or one will automatically open for you, depending on your system settings)
3. Fill out the fields in the primary contact form 
4. At the top right corner you will see a drop-down list to 'Create a related contact form' (note, in in the old V4 contact records, the drop-down list appears as a red link that says 'Create new [related contact form]'
5. After you select the Related Contact Form , your primary Contact Form is automatically saved as a draft, and the new Related Contact Form opens in a new pop-up window
6. If you've configured fields to automatically transfer into the Related Contact Form, notice they have transferred and continue filling out the remainder of the new Related Contact Form
7. Click 'Submit' when you have finished documenting the Related Contact Form and close out of the window
8. Finish documenting the information in your primary Contact Form and click 'Submit'
9. Notice when you view the submitted primary Contact Record in the list of Recent Calls on the main Calls page, it appears as having a related contact record.
10. When you open the Contact Record to view the details, notice there is a link to view the related contact record. Click this link and the page will reload with the Related Contact Record. From here, you will see a link that says 'View the initial [primary contact report]' and when you click this link, the page reloads with the initial primary contact record
    

Creating and Viewing a Child Contact Record

1. From the main Calls page, click the button to 'Create a new contact record'
2. Select a new (primary) contact form (or one will automatically open for you, depending on your system settings)
3. Fill out the fields in the primary contact form 
4. Click Submit
5. Open the primary Contact Record and notice the link at the top of the page on the right side, next to where the help seeker's contact information that says 'Create related [child contact record]'
6. Click the link to create the related child contact record, and a new Child Contact Form will open
7. If you've configured fields to automatically transfer into the Related Contact Form, notice they have transferred and continue filling out the remainder of the new Related Contact Form
   

Set Up Related Call Reports

1. As an Admin level user, from the main Calls page click the 'Manage Call Report Forms' button
2. Find the Contact Form Version you wish to make the Related Contact Record appear within click the link to 'Edit this form'
3. The page that initially loads is where you edit the custom fields in this contact form version, so you need to click the link at the top of the page to edit the 'Overall settings for this form'
4. At the top of the Overall Settings page, from any of the the drop-down lists under 'When editing a call report, can also 'Create a related' contact record of type....', select the Contact Form Version you wish to set as the Related Contact Record
   
1. Remember, the form you select in this step will be the form that can be created when editing a submitted primary contact record. You can also configure the settings to make it so this Related Contact Record 
   
5. Click 'Save' at the bottom of the page
   

Setup Child Contact Records: this must be setup by the iCarol Support Team; please have a designated Support Contact from your organization go to 'Help' in the left side menu and submit a case to request this relationship. Please ensure to specify which form should be the Child and which should be the Primary, as defined above.