Please type your question here
Knowledge Base : App-Specific Help
If you plan on upgrading your Act! database software to v21, you will need to complete the following steps (the same directions apply for users who have already upgraded Act!):   * Ensure that Act! is upgraded to v21 and working properly before proc...
In order to have the voice dialling and other native functions on the iPhone to work, you need to have the contacts part of the native iPhone Contacts App.  This can be done by 'Exporting' the contacts from Handheld Contact.  In order to have this work,...
Using the latest version of any Handheld Contact app is important so you can take advantage of the latest features and security improvements. Your mobile device should automatically alert you when Handheld Contact has an update to install. You can also a...
If you are looking to change the Handheld Contact Password on the account, please follow these directions:   * Visit the Reset Password page [http://www.handheldcontact.com/reset-password.php]. * Submit the username used to create the Handheld Con...
If you are looking to 'start over' or remove Handheld Contact from the PC/server, these steps can help in doing so. * Go to the same computer/server where the ACT! database resides. * Click the 'Start' menu button, then select 'Control Panel', then ...
The article will be used for updates on the iOS 7.2 software for all iOS (iPhone and iPad) devices.  This _does not apply to any customers who use Handheld Contact on an Android or BlackBerry operating system_.  More information can be found in our Handhe...
This article will explain how to check the synchronization status of Handheld Contact from the mobile device. Please see the directions below for the required device operating system: _IOS (IPHONE/IPAD):_ * Open Handheld Contact on the device. * Fr...
Handheld Contact supports a limited number of versions of Act!, mobile operating systems, and Microsoft Windows operating systems. This enables us to focus on product quality, developing new features, and making Handheld Contact available on the newest, p...
This article is for the Handheld Contact Restore tool that was created to allow a customer to restore a lost/corrupt Act! database with the Handheld Contact data found on the device.  In general, everything that is synced to the device will be restored (w...
This article will explain how the ‘Mobile Mapping’ feature in Handheld Contact will work. _NOTE_:  All route mapping is applied to activities only.  If you want to get directions to a single contact record, its best to open their specific contact detail...
This article will explain how to view/create/edit Sales Opportunities in Handheld Contact on the device side.   _NOTE_: Sales Opportunities are only available with Handheld Contact version 4.2.0.1 on the desktop application.  See two links below to get c...
With the latest device upgrades [http://support.handheldcontact.com/Knowledgebase/Article/View/115/0/latest-handheld-contact-builds] a new feature has been added to the mobile software.  This gives the end user the ability to trigger a "Resend All Data" p...
When trying to open the Handheld Contact desktop application on the PC/server, you are unable to launch and the following error message appears: _"UNHANDLED EXCEPTION OCCURRED IN HANDHELD CONTACT!  DESCRIPTION OF THE ERROR IS: MESSAGE QUEUE SERVICE IS NO...
This article will explain the Alerts feature that has been added to the Home view and how it works.  This view will display all upcoming Annual Events as well as activities with alarms.  See the directions below for the required operating system. _PREREQ...
This article will explain the ability to send text/SMS (Short Message Service) messages.  These messages can also be attached to the contact as History to sync back to the Act! database.  See the directions below for the required operating system. _IOS:_...
This article will explain the steps needed to create 'Searches' from Handheld Contact on the mobile device.  See the directions below for the required operating system: _IOS (IPHONE/IPAD):_ * Open Handheld Contact on the device. * From the Home view...
The ability to search the Handheld Contact database on the device for specific word(s) was added with the 'Keyword Search' feature.  Please see the directions below for the required operating system: _IOS (IPHONE/IPAD):_ * Open the Handheld Contact ap...
This article will explain how Favorites are utilized within Handheld Contact.  Please see the directions below for the required operating system: _IOS (IPHONE/IPAD):_ * Open Handheld Contact on the device. * From the Home view, tap on Favorites.  Th...
In early 2017, Handheld Contact introduced a Home screen view where users can find the most commonly used features of HHC in one clear landing page. Users could still select alternative landing pages, but the Home Screen quickly became the default choice ...
This is an article created for when the name of the Act! database has changed.  A few reasons for this could be by creating a backup/restore or syncing with a new remote database.  In order to change the Handheld Contact desktop software to sync with a ne...
This article will outline the newest features of Handheld Contact for creating Invoices and/or Quotes from the device directly. _NOTE_:  Creating a Quote or Invoice from Handheld Contact will be completed within the Opportunities feature.  Therefore, if ...
Voice to text is a feature which is provided by the mobile device operating system.  This article will explain how to utilize the voice to text features of your mobile device and apply that to Handheld Contact.  Voice to text will allow you to dictate tex...
This article will explain how to add the 'Mobile Care' add-on to an existing Handheld Contact subscription. The following steps will be for all device types (Eg. iPhone, iPad and Android): * Go to the link: http://admin.handheldcontact.com/purchase-up...
This article will explain the directions needed to move from Handheld Contact Classic to Handheld Contact API.  Since these two applications have the same servers for account management, the identical username (email address) cannot be used.  Handheld Con...
With the latest releases [http://support.handheldcontact.com/Knowledgebase/Article/View/115/0/latest-handheld-contact-builds] of Handheld Contact, the software has been fitted with an 'Import' option. This Import will allow users to add calendar activitie...
With Handheld Contact API, _SYNCING IS MANAGED VIA A_ SINGLE ACT! GROUP.  There are no syncing limitations for total contacts so this Group can contain as many or as little contacts as needed.  We recommend that this Group is created (or updated) in advan...
This article will help with finding the Act! API URL that is required to setup Handheld Contact API. _NOTE_:  The Act! API URL that is expected will end with 'act.web.api'.   The Act! API URL will typically be provided by your hosting provider (such as...
This article will explain how to setup the new Handheld Contact API software. Handheld Contact API uses the Act! Web API technology to securely access your contacts directly from your database. With this being said you will need your hosted Act! details ...
This article will outline a number of frequently asked questions regarding the Handheld Contact API software.  This list is not in any particular order. _HOW DOES AUTO-SYNCING WORK?_ Currently the ability to auto-sync the Handheld Contact API software O...
This article will explain how to install the Act! Connect Link tool to work with Act! Premium Web API.  This application allows the permissions needed on the database side to enable the ability to sync with the Handheld Contact API software. _NOTE_:  In ...
In order to have the voice dialling and other native functions on the iPhone to work, you need to have the contacts part of the native iPhone Contacts App.  This can be done by 'Exporting' the contacts from Handheld Contact.  In order to have this work w...
This article will explain the directions needed to delete and existing Handheld Contact account.  An example for this is that a trial was created as Handheld Contact Classic but the intention was to sync with Handheld Contact API (or vice versa). * Go ...
This article will explain the requirements needed for Handheld Contact API. * You must have a Handheld Contact API account.  If you do not have this, please CLICK HERE [https://admin.handheldcontact.com/createaccount.php?ut=t&st=api]. * iPhone or iPa...
This article will be additional information and directions for getting Handheld Contact Lite configured. _IMPORTANT_:  Handheld Contact Lite is not a synchronization tool.  Only Act! Contacts will be downloaded to the device.  Any changes/edits on the de...