Introduction: In this tutorial, we will explore the process of creating a dynamic group in ACT to synchronize all contacts seamlessly with Handheld Contact API. By setting up a group based on the “Create Date” field, all contacts in the ACT database will automatically be included in the synchronization process. This method ensures that new contacts added to ACT will also synchronize without the need for manual selection.
- Understanding Dynamic Groups for Synchronization:
- Dynamic groups are groups in ACT that automatically include contacts based on defined criteria.
- By creating a dynamic group, all contacts in ACT will be synchronized with Handheld Contact API.
- Identifying the “Create Date” Field:
- Each contact in ACT has a “Create Date” field that records the date of contact creation.
- By default, this field is filled in automatically when a contact is added to ACT.
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Creating a Dynamic Group in ACT: a. Access ACT and navigate to the Contacts section. b. Click on “Groups” and select “New Group.” c. Give the group a name, such as “Handheld Contact Sync Group.” d. Set the criteria for the group by clicking on “Add/Remove Contacts.” e. Click on “Create Date” and select “Contains Data” as the rule to include all contacts with a “Create Date” in the group.
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Previewing and Confirming the Group: a. Click on “Preview” to verify that all contacts with a “Create Date” are included in the group. b. Confirm that the dynamic group includes all contacts you want to synchronize.
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Synchronizing Contacts with Handheld Contact API:
- With the dynamic group “Handheld Contact Sync Group” created, you can now use it for synchronization.
- In Handheld Contact API, select the group for synchronization, and all contacts within it will be synced automatically.
- Customizing Criteria for Synchronization:
- If you wish to synchronize specific contacts based on additional criteria, you can customize the group membership rules accordingly.
- The selection of criteria depends on your ACT database setup and preferences.
Conclusion: Creating a dynamic group in ACT based on the “Create Date” field allows for automatic synchronization of all contacts with Handheld Contact API. This method ensures that any new contacts added to ACT will also be included in the synchronization process without manual selection. By following the steps outlined in this tutorial, you can set up an efficient and seamless contact synchronization process. Thank you for joining us, and happy synchronizing!