Handheld Contact API: Setup Part 2

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Welcome back to the second part of the Handheld Contact API setup tutorial. In this segment, we will walk you through the steps to complete the setup process and access your Handheld Contact API account. If you’ve already completed the first part of the setup, we’ll now cover the remaining steps to ensure a smooth and hassle-free login experience.

  1. Login Credentials:

    • When you open the Handheld Contact API app, you’ll be prompted to log in.
    • The first screen will require you to enter your ACT server address URL, database name, ACT username, and password.
    • Ensure you have this information handy before proceeding to the login process.
  2. Entering the ACT Server Address and Database Name:

    • In the first login screen, provide your ACT server address URL, which is the web address of your ACT database.
    • Enter the database name, which is the specific name of your ACT database.
    • Double-check the accuracy of this information as any errors may prevent successful login.
  3. Inputting ACT Username and Password:

    • On the same login screen, enter your ACT username and password.
    • Your ACT username is typically your email address, but it may vary based on your setup.
    • Type in your password securely and accurately.
  4. Security Note:

    • For security reasons, we recommend pausing the video while you enter your login credentials.
    • Ensure that you are in a secure environment when inputting sensitive information.
  5. Proceeding to the Second Screen:

    • After successful login with your ACT credentials, you’ll be directed to the second screen of the setup process.
  6. Handheld Contact Username and Password:

    • On the second screen, you will need to provide your Handheld Contact API username and password.
    • Your Handheld Contact username is typically the email address used during setup.
  7. Completing the Setup:

    • Enter your Handheld Contact API password accurately and securely.
    • Click on the “Log In” button to complete the setup process.
  8. Preparing for a Smooth Login Experience:

    • To avoid future login difficulties, ensure you have all the necessary login information written down or stored securely.
    • Consider saving the details in a document, note-taking app like Evernote, or a secure word document for easy access.
    • You may also email the information to yourself to have it readily available for copy-pasting, if needed.

Conclusion: With the completion of the setup process, you are now ready to start using Handheld Contact API seamlessly. By being well-prepared with your login credentials, you can enjoy the convenience of accessing your ACT database on the go. We hope this tutorial has been helpful in guiding you through the setup steps. Thank you for joining us, and have a great day!