Live Chat Software by Kayako |
Knowledge Base : App-Specific Help
This article will be for all customers who have recently upgraded
their Act! database to v24. Since Act! v24 is 64-bit, there is a
matching version of Handheld Contact that is required. Handheld
Contact v4.x.x.x is 32-bit and has a different install fol...
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 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...
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...
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’, the...
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
procee...
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 details...
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...
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...
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...
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 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 ...
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 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...
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 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...
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 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 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...
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 ...
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 ...
In order to have the voice dialing and other native functions on the
mobile device to work, you need to have the contacts part of the
native Contacts App. This can be done by 'Exporting' the contacts
from Handheld Contact.
In order to have this work wi...
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 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...
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...
_NOTE_: This article pertains to Handheld Contact API subscribers
only. It does not affect API trial users.
Handheld Contact API supports multiple devices to sync with a single
Handheld Contact API account. For example if a customer has a phone
and a ...