Handheld Contact Application Features

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 directly on your handheld

Automatic syncing

• Enables you to define parameters for syncing of ACT! contacts, notes, histories, calendar items, and to-do items
• Automatically sync as often as every 15 minutes or manually sync anytime you want

Contact group syncing

• Access all your important contact data. Handheld Contact creates an “autosync group” ensuring your most important contacts are always synced
• Allows you to choose a number of other ACT! contact groups to sync

 Activity and to-do item syncing

•  Sync all your activities and to-do items or filter synced activities within a variable date range from 8 weeks ago to 18 months from now
• Filter activities by type or whether the activity is scheduled with you, for you, or by you

Field mapping

• Syncs up to 28 pre-defined contact fields and up to 50 user-defined fields

Calling, SMS and emailing

• Call and email contacts directly from Handheld Contact on your handheld device
• Record SMS messages that are generated within Handheld Contact
• Log emails with automatic time-stamping

Note/histories syncing

• Filter by type and sync up to 5 of the most recent notes/history items per contact

Multiple User Management

• Supports an unlimited number of users managed through a single administration console
• Create profiles to manage sync settings for multiple users at once
• Enables syncing between ACT! users
• Supports multiple ACT! databases

End-to-end, Maintenance-free service

• Your subscriptions provides access to everything you need for mobile Act! access with Handheld Contact—no surprise setup or maintenance costs.
• Our easy-to-install computer and mobile apps take care of everything for you. No internal IT department required or complicated server requirements and maintenance. 
• Enjoy software upgrades as soon as they are released. Your active subscription gives you access to our computer and mobile apps anytime without additional costs.