See a contact's profiles
The contact's header shows an icon for each of their social profiles, under the name. Select an icon to open the profile on its network in a new tab. A grey icon with a dashed ring is a suggestion that nobody confirmed yet.
The Social profiles section on Contact Info lists every profile with how Berchtold found it and when:
- Found by email: a matching service found the profile from the contact's email. It is a suggestion until someone confirms it.
- Messaged your page: the person wrote to your Instagram account, and the conversation is linked to the contact.
- From a form: the person wrote the profile in one of your forms.
- Added by a team member.
- Suggested from a web search: a search by the contact's name and city or company found it.
Confirm, remove and add profiles
A profile found by email or by a web search is a suggestion. A family can share one email, and other people can have the same name. Open the suggestion and make sure it is this person. Then select Confirm. Select Remove for a profile that is not theirs. Berchtold never suggests a removed profile again.
To add a profile, select Add a profile and choose the network. Paste the profile's web address, or enter the handle, such as @name.
Select Find profiles to look up the contact now. Berchtold looks up the email first. When the email has no match, it does one web search. Everything it finds is a suggestion.
How Berchtold looks up profiles
Lookups are always on. You do not need to set anything up.
- New contacts: each new contact is looked up once. Berchtold looks up the email first. When the email has no match, it does one web search by the name and the city or company.
- Existing contacts: once a day, Berchtold looks up the email of each contact that was never looked up by email. This includes contacts you import. A contact that was looked up before is not looked up again.
- Find profiles: looks up one contact again now.
Everything a lookup finds is a suggestion until someone confirms it.
The matching service allows a set number of email lookups each month for all of Berchtold. When they run out, email lookups pause until next month. Web searches, forms, Instagram messages and profiles you add still work. Berchtold looks up the skipped contacts later.
Collect a profile in a form
In a form, add a field and set Saves to to a profile under Social profiles, such as LinkedIn profile. The answer can be a web address or a handle. It goes on the contact as From a form.
What Berchtold keeps
Berchtold keeps the link to each profile and how it was found. It reads nothing from the profile. Profiles can show personal details, such as age, family or religion. Fair housing rules do not let you use those details, so Berchtold does not copy them. Some networks, such as LinkedIn, also do not allow other apps to read their pages.
A Facebook message does not add a profile. Facebook gives Berchtold the person's name, but no link to the profile.
You can also read and change a contact's profiles through Claude and other AI assistants. Ask them to find, add, confirm or remove a profile.