How to use picture transfer with Handheld Contact API

This article will explain how the picture transfer works with Handheld Contact API. Picture transfer applies the images as an attachment within History. This is not the same as a contact photo attached in Act!.

Note: Picture transfer does not support Handheld Contact Classic.

iOS (iPhone/iPad):

1. Upgrade to the latest Handheld Contact API software. Click here.
2. Open Handheld Contact API on the device.
3. From the Dashboard, tap on Contacts.
4. Find the contact you wish to attach an image to their History.
5. Swipe to the right and open the 'HISTORIES' tab. Press +.
6. When creating the History, there will be a section for 'ATTACHMENTS'. Press on 'Attach'. Three options appear
   1. Select from photos - Opens the Photos app and allows user to choose which image to attach.
   2. Take picture - Opens the Camera so a photo can be taken and applied directly.
   3. Cancel - Exits the Attachment options.
7. After the image is selected, a pop up will appear to allow user to choose size. Options and sizing are listed as per photo.
8. When finished press on 'Done' to save the History and sync the image back to the Act! database.
9. Handheld Contact API will move back to the HISTORIES tab and the new item will be listed.
10. Open the Act! database and refresh. When you open the Contact and the matching History, you will see the newly attached image.

Android:

1. Upgrade to the latest Handheld Contact API software. Click here.
2. Open Handheld Contact API on the Android device.
3. From the Dashboard, tap on Contacts.
4. Find the contact you wish to attach an image to their History.
5. Swipe to the left in order to open the 'HISTORY' tab. Tap +.
6. When creating the History, there will be a 'paperclip' icon found in the upper right corner. After you tap this, 3 options appear:
   1. Take photo - Opens the camera so a photo can be taken and applied directly.
   2. Choose photo - Opens the Gallery/Photos app to choose the image to be applied.
   3. Cancel - Exits image attachment window.
7. After the image is attached, its applied to the History.
8. When the History is completed, press on the 'SAVE' button to sync back to the Act! database.
9. A pop up will appear to choose the size of the attached image. Options are Small/Medium/Large/Original.
10. After choosing the size, the History will sync to Act!.
11. Open the Act! database and refresh. When you open the Contact and the matching History, you will see the newly attached image.

If you experience any issues with the above steps, please contact support with the step(s) that are not working as expected.