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How do I set up Email Alerts in Handheld Contact?

Article ID: 169
Last updated: Jul 10, 2025

In order to get Email Alerts from Handheld Contact, here is what is needed:

  1. Open the Handheld Contact computer application on the PC/server.
  2. Click on Tools, choose Email Alerts.
  3. On the Email Settings tab, you will need to complete the SMTP server, Username, Password, From name, From email, SMTP port and Authentication.
  4. The SMTP server will be the email clients server address. For example Gmail is: smtp.gmail.com.
  5. The Username is the actual email address that is found on the SMTP server. For example. handheldcontact@gmail.com.
  6. The Password is the password for the email address in Step 5.
  7. The From name and From email can be any text you want to appear as the 'From' in the email that gets sent.
  8. The SMTP port will be what is needed to send out from the above server in Step 4.
  9. Finally, the Authentication will be how you want this to be set up. If you choose 'Basic authentication', you will need to enter the password for the email. Using 'Anonymous' authentication will not require the password to be entered.

Error Alerts:

In this tab, you can choose to send emails if there are failures with the syncing. You can also choose to attach the log files from the application. This may be needed for Technical Support purposes. Finally, you can choose which email address(es) you want to send these alerts to. If there are multiple users monitoring Handheld Contact, this will be useful.

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Article ID: 169
Last updated: Jul 10, 2025
Revision: 1
Access: Public
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