Knowledge Base: App-Specific Help
Getting Started With Handheld Contact Lite
Posted by Craig S, Last modified by Craig S on 13 November 2020 09:41 PM

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 device will NOT sync back with Act!.  Any subsequent Act! downloads to the Handheld Contact Lite app will overwrite any device changes made.

Handheld Contact Lite 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 in order to properly utilize Handheld Contact Lite.

Things to obtain/setup before you begin:  

  1. Handheld Contact Lite (just like Handheld Contact API) will sync with 1 Act! Group for contacts.  It is recommended to create this Group beforehand.  For a detailed article please click here.
  2. Act! API URL - This is the server address to the Act! Web API where the main database resides.  The correct address with end with 'Act.Web.API'.  It is recommended to contact your hosting provider in order to obtain this address.  However, if you are hosted with Keystroke, this address can be found here.
  3. Act! Database Name - The name of the database that you will log into.  Your hosting provider can also provide this.
  4. Act! Username/Password

 

Once the above items are collected, you may proceed with the Handheld Contact Lite setup:

iOS (iPhone/iPad):

  1. Open the Apple App Store application on the device and search for 'handheld contact lite'.  Tap 'GET' to download. 
  2. Launch the application.  Enter your full name and a valid email address and click "Sign-up".
  3. You will be emailed an unlock code. Enter that code in the dialogue box and hit OK.
  4. Using the information from above; enter your Act! Server Address URL, your Database name, and your Act! username/password credentials. Press Login.
  5. Select the Group of Contacts you'd like to download.  This is the same Group from above.  Then click Next.
  6. Click "Start Download" and your contacts will start downloading immediately.

 

Android:

  1. Open the Google Play Store application on the device and search for 'handheld contact lite'.  Tap 'Install' to download.
  2. Launch the application.  Enter your full name and a valid email address and click "Sign-up".
  3. You will be emailed an unlock code. Press 'Have Code?' button.  Enter that code in the box and hit Next.
  4. Using the information from above; enter your Act! server address URL, your Database name, and your Act! username/password credentials.  Press 'Log In'.
  5. Select the Group of Contacts you'd like to download.  This is the same Group from above. then press 'Continue'.
  6. Press Continue on Mapped fields.  Press Continue on Opportunities.  These are available with the Handheld Contact API subscription.
  7. Click 'Start Download' and your contacts will start downloading immediately.

 

Please click here for more information on Handheld Contact Lite and a comparison chart against Handheld Contact API.