Introduction: In this tutorial, Tony Holowitz demonstrates how to efficiently find and edit contacts using Handheld Contact API. With a simple and intuitive interface, users can easily search for specific contacts, view their details, and make necessary edits on the go. The tutorial showcases the functionality on both an iPhone and an iPad, providing step-by-step instructions for optimal contact management.

1. Finding a Contact:

• Click on “Contacts” at the bottom of the screen.
• Use the search bar at the top to enter the contact’s name (e.g., Chuck Smith).
• As you type, relevant contacts will appear.
• Click on the desired contact (e.g., “Chuck Smith”) to view their information.

2. Viewing Contact Details:

• After selecting the contact, the details page will display various options.
• Swipe right to access additional information, such as activities, notes, histories, and opportunities.

3. Editing Contact Information:

• To edit the contact’s details, click on “Contact Details.”
• Tap on the “Edit” button to modify the contact’s information.
• Update the relevant fields (e.g., change the title from “President” to “Chairman”).
• Scroll through the form to make necessary changes, leveraging the synchronization with the main database for seamless updates.
• Click “Done” to save the changes.

4. Scheduling an Activity:

• To schedule a new activity for the contact, click on the “+” sign at the bottom right corner.
• Enter the details of the activity (e.g., Chuck Smith 5).
• Optionally, use the speech-to-text feature to dictate the activity details.
• Select the scheduled date and time (e.g., Wednesday, June 3rd, at 5:52 p.m.).
• Save the activity by clicking “Done.”

5. Adding Notes:

• To add notes for the contact, click on the “+” sign in the notes section.
• Use the keyboard or the microphone icon for speech-to-text input.
• Enter the notes and click “Done” to save them.

6. Navigating Contacts:

• To navigate through contacts more efficiently, use the alphabet letters on the left-hand side.
• Scrolling up and down the letters allows quick access to contacts starting with the selected letter.

Conclusion: Handheld Contact API simplifies the process of finding, viewing, and editing contact information on mobile devices. With intuitive navigation and convenient features like speech-to-text input, users can efficiently manage their contacts on the go. By following Tony Holowitz’s tutorial, users can make the most of Handheld Contact API to stay organized, schedule activities, and maintain seamless synchronization with their main CRM database.