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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 NOT
...
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...
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...
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 or Android phone and
tablet) with the same ACT! user.
Please follo...
Here are the steps needed to start from scratch and get the
application set up and syncing.
_CREATE THE ACCOUNT:_
* Go HERE [http://www.handheldcontact.com/createaccount.php?ut=t]
and select the device you wish to sync with.
* Click on the 'Sign up ...
COMPUTER/DESKTOP CONSOLE APPLICATION
* Act! v18.0 through Act! v25 (Act!, Act! Premium for Workgroups and
Act! Premium for Web, Act! for Financial Planners, and Act! for Real
Estate are all supported)
* Windows 11, Windows 10, Windows Server 2016/201...
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 ...
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...
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...
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...
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 _...
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...
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 Handheld C...
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....
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...
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...
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 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.
...
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...
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...
'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 view...
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 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...
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 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...
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...
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...
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 '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.
_...
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...
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...
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...
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...
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...
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.
...
This article will be for customers who have started using Handheld
Contact API and are experiencing contact syncing issues. Handheld
Contact API uses the Act! Web API technology in order to collect
information to sync with the mobile device. In order to...
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...
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
busy/locked
This error message indicates that there is already a part of Handheld...
_NOTE_: These steps will be for Handheld Contact German server
customers only!
The Handheld Contact German syncing servers will be discontinued and
this article will explain the required directions in order to make the
needed changes to switch into the N...
With the latest Handheld Contact Classic update (v4.4.4.x and
v6.0.x.x) there have been Open Authorization (OAuth) changes
implemented.
The changes to the software will not change the way that Handheld
Contact Classic syncs but it is for Email Alerts a...