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Creating Invoices and Quotes in Handheld Contact
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...
Jul 16, 2025
I just created a trial for Handheld Contact, why is my account disabled?
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....
Jul 10, 2025
How does "Mobile Mapping" work?
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...
Jul 16, 2025
How do I create Sales Opportunities in Handheld Contact?
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...
Jul 16, 2025
Handheld Contact "Home" screen information
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...
Jul 10, 2025
How do you use Keyword Search with Handheld Contact?
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...
Jul 10, 2025
Can Handheld Contact send/record SMS (text) messages?
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...
Jul 10, 2025
How do the Handheld Contact Alerts work?
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...
Jul 16, 2025
How do I add Favorites to Handheld Contact?
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...
Jul 10, 2025
How do I create Searches on the mobile device?
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...
Jul 16, 2025
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