Searching Handheld Contact using Barcode and QR Codes

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.

Note: Here are two examples of Barcode and QR Codes that can be scanned into Handheld Contact API and Classic.

iOS (iPhone & iPad):

1. Open Handheld Contact on the device.
2. From the Dashboard view, tap on the camera icon in the top right corner.
3. A permission request from the operating system is needed to be approved to continue.
4. A pop up message appears asking if you want to scan a barcode or QR code.
5. Choose the type you want to scan.
6. Scan the code. (See examples above)
7. The Keyword search screen will appear with the scanned code as the search criteria.
8. All Contacts/Activities/Notes/History/Opportunities/Secondary Contacts fields will be searched for this string and results will be displayed.
9. If no hits are found, a result of 0 will be displayed.
10. Switching the tab at the top will show where the search criteria found hits. See image.
11. Tap on the specific result (Contact/Note/History, etc) to open.

Android:

1. Open Handheld Contact on the device.
2. From the Dashboard view, tap on the top left corner menu button. Can also swipe from left side of screen to the right to open the menu.
3. Beside the Keyword search bar, tap on Camera icon.
4. A permission request from the operating system is needed to be approved to continue.
5. The camera will open. This screen will allow for both barcode and QR codes in the same view.
6. Scan the code. (See examples above)
7. The Keyword search screen will appear with the scanned code as the search criteria.
8. All Contacts/Activities/Notes/History/Opportunities/Secondary Contacts fields will be searched for this string and results will be displayed.
9. If no hits are found, a message indicating 'No data match your criteria' will be displayed.
10. Switching the tab at the top will show where the search criteria found hits. See image.
11. Tap on the specific result (Contact/Note/History, etc) to open.