Please type your question here
Knowledge Base : Frequently Asked Questions
Below are the links to the most common questions/issues with Handheld Contact.    _DESKTOP/SERVER (CONSOLE) APPLICATION:_ * Error message when syncing: "_COMMUNICATION WITH SYNC ENGINE FAILED! THE SYNCING PROCESS HAS BEEN ABORTED! HHC SERVICE IS N...
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...
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...
The following instructions would be needed if you are adding another Act! user to Handheld Contact for syncing _OR_ you were trying to get multiple devices configured (Eg. iPhone/iPad, BlackBerry/BlackBerry PlayBook, or Android phone and tablet) with the ...
Here are the steps needed to start from scratch and get the application set up and syncing. _CREATE THE ACCOUNT:_ * Go HERE [1] and select the device you wish to sync with. * Click on the 'Sign up now' button to create the Handheld Contact acc...
COMPUTER APPLICATION ACT! 2005 to 2013, including ACT! 19.0 (ACT!, ACT! Premium for Workgroups and ACT! Premium for Web, ACT! for Financial Planners, and ACT! for Real Estate are all supported) Windows 8.1, Windows 8, Windows 7, Vista, Windows XP Prof...
We are frequently asked about the difference between Handheld Contact and the other mobile options. This list highlights the best Handheld Contact features that distinguish it as the most comprehensive and versatile mobile option. The Handheld Contact _...
If you are a Handheld Contact administrator or reseller who owns subscriptions for other Handheld Contact end users, this article will explain the requirements for applying and creating new Handheld Contact user accounts. Once you have chosen a Handheld...
The Handheld Contact Desktop Application is the user interface that controls all of the integration and syncing of Act! to the Handheld Contact Servers.  This article is for letting customers know how to read and use this application properly.  See the im...
This article is needed if you have purchased from Handheld Contact directly, have ownership of the subscription keys and need to make changes to usernames/subscriptions.   _If you have purchased a subscription and it is applied to an incorrect account/u...
TWO-WAY, WIRELESS SYNCING * Automatically sync ACT! updates between your handheld device and your ACT! database wirelessly MOBILE DATA STORAGE * Store up to 15,000 ACT! contacts and associated notes, histories, calendar items, and activities dire...
Yes, this is possible.  However, Handheld Contact requires that for every device to sync with the software, you need to have a separate HHC user account.  This would require an additional charge to activate the second account.  Follow these steps and then...
Below is a listing of all the default fields that will sync with Handheld Contact Professional.  You have the ability to add up to 42 more custom fields.  The total number of fields that will sync are 73.   Company First Name Last Name Title Departmen...
When making changes in ACT! and syncing to the device (or back to ACT!), Handheld Contact has some character limitations (including spaces) that must be met.  Please see below.   _SYNCING FROM ACT! TO DEVICE:_ Activity Regarding Field - 256 characters....
Handheld Contact for Act! allows you to securely synchronize your phone and Act! database wirelessly using sophisticated syncing technology and quality software. Everything is developed and maintained in-house for maximum functionality and reliability. ...
In some cases where customers have problems with their device/syncing, a bug report may be needed for further investigation.  In order to submit this report, please follow the directions below for your device:   _APPLE IPHONE AND IPAD:_ Open Handhel...
Many customers who have iPad devices find it tricky to add/modify items such as Activities, Notes, and/or History on the device. The reason for this is because of the format on the Handheld Contact application for iPad devices. When comparing the iPad sof...
Handheld Contact has different components that work together to link Act! software, the Act! server, and various mobile devices to deliver a powerful mobile Act! experience. Because Handheld Contact must function within the limitations of Act! software an...
'Profiles' are available within Handheld Contact and are mostly used for situations where a customer has multiple Handheld Contact users and they wish to have the same sync settings for all of them. If there are only a few HHC users and each wish to vi...
This article explains the process of the Handheld Contact and how the syncing takes place.   If you have Handheld Contact set up correctly, the following points will discuss the process for syncing on the handheld as well as the PC/server. _CHANGES ...
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...
Due to recent General Data Protection Regulation (GDPR) changes with Handheld Contact, log files are no longer reserved for troubleshooting purposes.  This can be changed on a per user/account basis if needed. If requested by Handheld Contact Support Tec...
This article will explain the Handheld Contact Secure+ features and what is required to set up from the Desktop application. The first thing that is required is to have a Handheld Contact Secure+ account.  If you are a trial user, this feature will be en...
This article will outline the requirements needed to get 'Secondary Contacts' aspect from Act! to sync with Handheld Contact. _NOTE_:  Only Act! v15 (2013) or higher is supported.  The following steps will be needed to enable 'Secondary Contacts': * ...
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...
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 sharing contact records works with Handheld Contact.  This is the ability to send contact details (eg Name, Phone Number, Email, Mailing Address, etc) to another person. _IOS - IPHONE AND IPAD DEVICES:_ * Open Handheld Co...
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...
This article will explain the 'Tagging' feature that has been applied to Handheld Contact in recent updates.  'Tagging' is used to select certain contacts to perform a similar task such as Email, SMS or Map.  See below for specific platform directions. _...
As of February 19, 2019, email verification has been implemented into Handheld Contact.  Previously, accounts were able to be created under incorrect or fake email addresses for Handheld Contact.  This has been removed and for every new Handheld Contact a...
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 be used for allowing Handheld Contact to work with the TLS 1.2 protocol.  There will be some high level steps required including possible registry changes.  _It is recommended that an IT professional completes these directions._ Here ar...
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...
With Handheld Contact iOS version 8.4 (and higher) and Android version 3.1.10.0 (and higher) a new feature was applied to the Mobile Mapping settings.  It is a proximity search based off the starting location specified.  It is listed as 'Search nearby'.  ...
You are syncing on the Android device and receive the following error message:   _LAST SYNC RESULT:_ Syncing finished with error: Username [_HHC Username_]: Server is buy/locked   This error message indicates that there is already a part of Handheld ...