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Knowledge Base : App-Specific Help > iPhone/iPad
This article will explain all of the directions required in order to
upgrade Handheld Contact to the latest software that was recently
announced.
[https://www.handheldcontact.com/en/blog/handheldcontact/handheld-contact-service-maintenance-3]
_BEFORE YOU...
In order to have the voice dialing 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, p...
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 have recently received a new device and it is on the same
platform as the previous device (Eg. iPhone to iPhone), you will want
to complete these steps. If you have switched platforms (Eg. Android
to iPhone) see links at bottom.
_APPLE IOS DEV...
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 Conta...
We are always updating and making improvements to our applications.
Updates are generally released every two to three months. Please see
below for instructions on upgrading.
HANDHELD CONTACT API (APPLE IOS — INCLUDES IPHONE AND IPAD)
* In order to...
OVERVIEW
One Handheld Contact subscription enables service for one mobile
device. This guide outlines the steps you should follow if you are an
existing Handheld Contact subscriber and wish to switch the mobile
device connected to a subscription you are ...
If you have purchased a license to Handheld Contact from Swiftpage (or
Act!/Sage) directly, you would have received an activation code
(serial number) from them within the purchase email. In order to use
this and get Handheld Contact set up and working, ...
Pressing the Home button on your Apple iOS mobile device—such as
iPhone or iPad—does not stop an application from running in the
background. This article explains how to close an iOS application,
such as Handheld Contact, so that it is not running in the ...
_IPHONE/IPAD:_
_IOS12 AND HIGHER:_
In order to get the alarms to go for Handheld Contact, you need to do
the following:
* Open Handheld Contact on the iPhone/iPad. Open the Menu and
click on Settings and choose 'Notifications & Alerts'. Ensure that...
In order to find specific contacts, you will want to use the 'Search'
options. Below will be the steps needed for each platform to explain
how Handheld Contact can be used to Search and customize the look-up.
_IPHONE/IPAD:_
_Searching Contacts:_
...
After getting Handheld Contact set up and synced on the device, you
determine that not all of the contacts were transferred. An example
would be that you have 1,000 Contacts but only 200 synced.
There is one of two things happening here. 1.) The default...
If you are looking to get the Caller ID and other native features from
the device to work you need to export from Handheld Contact to the
Contacts app on the device.
For more info, click HERE
[http://support.handheldcontact.com/Knowledgebase/Article/Vie...
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...
When using Handheld Contact the phone numbers will sync from ACT! to
our server and then to the Handheld Contact app on the device. In
order for our application to be used universally, we need to use
international dialling formats. This does not impact th...
UPDATE YOUR HANDHELD CONTACT ACCOUNT:
* Go to: www.handheldcontact.com [http://www.handheldcontact.com/].
* In the upper right hand corner, click on 'Account Login'. Enter
the Handheld Contact username and password. Press Login.
* On the left cli...
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....
The following directions will be for customers who have received a new
device with a different operating system. The switching of devices
from an iPhone to an Android device.
UPDATE YOUR HANDHELD CONTACT ACCOUNT:
* Have your Handheld Contact userna...
If you are having some issues with Handheld Contact on the device,
(Eg. The configuration file is corrupted, there arent multiple
selections under the 'Settings' screen, etc) sometimes it is best to
delete Handheld Contact and start over with a new databa...
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...
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...
With the latest releases
[http://support.handheldcontact.com/Knowledgebase/Article/View/115/5/latest-handheld-contact-releases]
of Handheld Contact, the software has been fitted with an 'Import'
option. This Import will allow users to add contacts from t...
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...
If you are on the iPhone/iPad and you only have access to the
Settings and Sync Status options of the Menu, then here is what you
will need to do:
* Open Handheld Contact on the PC/server. If you have a third party
who hosts HHC for you, they will ...
In order to correct this, there is an additional setting on the PC
side of Handheld Contact.
* Open Handheld Contact Classic on the PC/server side.
* Click on Tools, choose Manage, select Databases.
* Choose the database and click Edit.
* There ...
Delete Handheld Contact from the device and reinstall. Ensure that
the HHC app is not currently syncing from the PC. If a resend all
data has not been completed, then you will need to do so. Every time
Handheld Contact is deleted from the device then y...
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...
The following is a scenario of how the Handheld Contact application
works when there are multiple time zones involved.
(Assuming that the ACT! database is set up on Eastern Time and the
device is located on Central Time)
If you are in the Easte...
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 details...
On my device a message appears. It reads: "_YOUR HANDHELD CONTACT
ACCOUNT HAS EXPIRED, PLEASE PURCHASE/RENEW YOUR SUBSCRIPTION (VISIT
WWW.HANDHELDCONTACT.COM/PURCHASE.PHP OR CALL 1-800-939-4737)_".
In order to correct this message, first ensure your acc...
This article will outline the requirements needed to get 'Secondary
Contacts' aspect from Act! to sync with Handheld Contact.
_NOTE_: Only Act! v18 or higher is supported.
The following steps will be needed to enable 'Secondary Contacts':
* Upgrade...
Do you get the following error message on the device when trying to
sync:
_\"FAILURE IN ORDER TO GET DATA FROM ACT! ON YOUR MOBILE DEVICE YOU
MUST USE THE COMMAND RESEND ALL DATA FROM HHC DESKTOP AND THEN, SYNC
AGAIN\"_
In order to correct this, ...
* You first want to get Handheld Contact installed onto the
PC/server and working properly. Please see:
http://support.handheldcontact.com/Knowledgebase/Article/View/10/1/how-do-i-install-handheld-contact-to-the-computerserver.
* On the iPhone, open ...
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 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...
[_UPDATED - see below_]
If you have an iPhone or an iPad and recently upgraded the operating
system of the device to iOS 6.0 you may run into some issues with
Handhled Contact.
_CRASHING ON CALENDAR_: If your Handheld Contact app crashes when...
If when you are syncing on the iPhone/iPad and receive the following
error message:
_RESULT: Failure_
_DETAILS: UserID [HHC Username]: Server is busy/locked._
This indicates that there is already a part of Handheld Contact
syncing. Since there...
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 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 Dashboard...
* You first want to get Handheld Contact installed onto the
PC/server and working properly. Please see:
http://support.handheldcontact.com/Knowledgebase/Article/View/10/1/how-do-i-install-handheld-contact-to-the-computerserver
[http://support.handheldc...
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 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 '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.
_...
If the Handheld Contact app command for 'Delete All Contacts (native
app)' is not working properly and you want to delete all Contacts from
the device, here is the best option to do so:
* Sign up for a free Gmail mail account - something like
youri...
In the most recent upgrade to Handheld Contact version 4.3, we added
some new information to sync such as 'Duration' for History. This will
sync back into ACT! so customers can track how much time is spent with
certain contacts.
With this new 'Durat...
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...
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...
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 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 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...
If you have upgraded to Handheld Contact version 4.1 there is a bug
in the app regarding the Calendar.
The Calendar default view is to show 'All users'. This is where the
bug lies and causes problems. It appears to be found only within
non-English d...
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...
Handheld Contact will allow for a one way 'Export' of your Calendar
from within HHC to the native Calendar. This procedure is not a
synchronization but a copy/paste of activities from one app to
another. If calendar changes are made, this export procedu...
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...
If you would like to switch to the back to the previous version of the
Handheld Contact app on your iPhone/iPad (now released as Handheld
Contact Legacy v1.0) you will need to delete the Handheld Contact app
on the iPhone/iPad, resend all data from the Ha...
This article will explain how previously cleared activities from the
Act! database can be synced to the Handheld Contact mobile
application. Please see the directions for each operating system
below.
_NOTE_: This feature needs to be enabled from the Ha...
This article will explain the different Security Roles in Act! and
what is supported by Handheld Contact.
There are 6 different User Security Levels in Act!. Each of the 6
levels have different access rights which are described below:
_ADMINISTRAT...
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...
Starting with the latest updates for both API and Classic products
(end of July 2021) there is a new addition to Handheld Contact that
allows users to perform a keyword search using barcode and QR codes.
This article will explain how this feature works.
...
Many customers experienced issues with Handheld Contact version
7.2. To resolve these issues, Handheld Contact Legacy was made
available. This article is for customers who installed Handheld
Contact Legacy (version 1.0) and wish to move back to our prod...
With the latest Handheld Contact Classic upgrade (on both iOS and
Android platforms) there was a change in the default main view
screen. Similar to our API application, we have applied the same
Dashboard view to Handheld Contact Classic. However, for cu...
If you are a Qsales customer and looking to add the seven (7)
additional fields for mapping, this article will explain the steps
needed.
Here is our blog post in regards to the Qsales update: Handheld
Contact now includes vital accounting data
[https://w...
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'. ...
In the latest upgrades of Handheld Contact a new feature has been
included called Mail Merge. This article will explain how to utilize
this feature from the mobile device. Mail Merge is available for
both Classic and API applications. See the direction...
This article will be available for Handheld Contact Classic users
only. This recovery tool is not available in Handheld Contact API.
Beginning in Handheld Contact Classic version 9.0.1, there has been a
deleted contact recovery tool built into the mobil...
This article will be for utilizing GoToResolve with Handheld Contact
applications on the mobile device sides.
The directions required to get GoToResolve working with Handheld
Contact are found below for the needed operating system:
_IOS (IPHONE/IPAD) DE...