How do I sync custom fields from ACT! to my phone?
Posted by Craig S, Last modified by Craig S on 14 March 2018 06:00 PM

Handheld Contact will only allow up to 73 fields to sync with a Professional Edition license.  By default we will sync with 28 of these.  Please see this LINK for the listing of all default fields.

 

In order to get any custom fields from ACT! to the handheld you will need to map it manually.  Here are the steps needed:

 

  1. Determine what fields you wish to map and their exact ACT! field name.  Open ACT! and find these fields. 
  2. Right click on the field and you will see an option called 'Look up _____'.  The blank will be the real name of the ACT! field.  The label may not read the same so you will need to know this before proceeding.  Once you know which fields you want proceed to Step 3.
  3. Open Handheld Contact on the PC where ACT! resides.  This should already be installed and configured.
  4. Click on 'Field Mapping Info' along the left hand side.
  5. Choose Change.
  6. Expand the window that opens for easier viewing.
  7. The first column is the ACT! Field Name.  Scroll down to line 29 (where the customization may begin) and click on '(Do not map)'. 
  8. This will become a drop down list.  Scroll through the listing to find the field name from Step 2.  Click on it.
  9. Click on OK to the warning that appears.  This will indicate that changing the field mapping will require a 'Resend all data' to take place.
  10. Then click on the second column which is the HHC Display Name.  By default the same field name will be copied over.  If you wish to keep this text, proceed to add additional fields.  If you want to change the text that is displayed on the device, this will be the field where you can do so.
  11. Proceed to add any additional fields you wish to have on the device.
  12. When finished press OK at the bottom of the screen.
  13. Once the field mapping has completed, press the 'Sync Now' button on the left to proceed with syncing the account.
  14. After the PC has finished, go to the device and choose 'Sync Now' to retrieve the new mapping changes.

 

If you want to add a drop-down list to the mapping, the following steps will help:

  1. See Steps 3 through 6 above to open the 'Field Mapping Info' screen.
  2. Scroll down the first column (Act! Field) and find the field name you want to apply the drop-down list.  If this is not found, see directions above to add the field to the mapping first.
  3. When the field name is found, scroll along the same row where the field name is listed and look for the 'Dropdown List (No. of Items)' as well as the 'Sync Drop-down' column headers.
  4. The 'Dropdown List (No. of Items)' column will show what the drop down list is as well as the number of items in the given list.  For example: States (51).
  5. The 'Sync Drop-down' column is where the adding of the list will take place.  Simply check this box to enable the drop-down list to sync.
  6. Making this change will cause Handheld Contact to resend all data from ACT! back to the device.  Choose 'OK' to any pop up warnings that may appear.
  7. Press 'OK' at the bottom of the mapping screen to save changes.
  8. Once the field mapping has completed, press the 'Sync Now' button on the left to proceed with syncing the account.
  9. After the PC has finished, go to the device and choose 'Sync Now' to retreive the new mapping changes.

 

NOTE: Handheld Contact cannot sync custom table fields from ACT! to the handheld.  Only custom user fields are supported by HHC.