Introduction: Handheld Contact is a powerful tool that allows users to synchronize their Act software data with their mobile devices, providing seamless access to contacts, activities, and more. In this blog post, we will walk you through the process of setting up and configuring Handheld Contact on your computer. Tony Holowitz, an experienced Act software expert, will guide us through the steps to ensure a smooth setup and synchronization process.

Setting up Handheld Contact on Your Computer:

1. Launch Handheld Contact:

• Start by searching for and opening the Handheld Contact software on your computer.

2. Connect to Your Act Database:

• Handheld Contact will prompt you to log in using your Act username and password.
• Enter the required information and click “Next” to connect to your Act database.

3. Accessing Your Handheld Contact Account:

• If you are using the Handheld Contact free trial, enter your email address and password to access your account.

4. Start the Setup Wizard:

• Handheld Contact will guide you through a setup wizard to configure your synchronization preferences.

Synchronization Preferences:

1. Synchronize Contacts:

• Choose to synchronize all contacts in your Act database initially for a seamless start.

2. Synchronize Activities:

• Select the types of activities you want to synchronize, such as To-Dos, Appointments, etc.

3. Synchronize Notes and Histories:

• Set the limit for the number of notes and histories to synchronize (e.g., 5 of each).

4. Customize Fields (Optional):

• Add additional custom fields from your Act database to synchronize if needed.

5. Synchronize Opportunities (Optional):

• Choose to synchronize sales opportunities if you use them in Act.

6. Completing Setup:

• Click “Finish” to complete the setup process.

Synchronization Process:

1. Start Synchronization:

• To initiate the synchronization process, click on “Sync Now” on the left-hand side of the screen.

2. Initial Synchronization:

• The first synchronization may take some time, especially if there are a large number of contacts to synchronize.

3. Subsequent Synchronizations:

• Once the initial synchronization is complete, subsequent synchronizations will be quicker and occur automatically at regular intervals.

Conclusion: Setting up Handheld Contact on your computer and mobile device is a straightforward process that ensures seamless access to your Act software data on the go. Tony Holowitz’s expertise and guidance have made the Handheld Contact setup hassle-free and efficient. With synchronization preferences tailored to your needs, you can stay connected to your Act data from your mobile device with ease and convenience. Handheld Contact’s automatic synchronization feature ensures your data is always up-to-date, allowing you to focus on what matters most – growing your business.