Handheld Contact API: Creating a New Contact

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Handheld Contact API provides a convenient way to manage contacts on your mobile devices. In this tutorial, we will focus on creating a new contact using the iPad version of Handheld Contact API. Although it is generally easier to work with contact data on a computer, this tutorial will guide you through the process of entering contact information on your iPad.

Step-by-Step Guide to Creating a New Contact:

  1. Access the Contacts Section: Open Handheld Contact API on your iPad and click on the “Contacts” tab located at the bottom of the screen.

  2. Click the Plus Sign: In the Contacts section, locate the plus (+) sign at the bottom left-hand corner of the screen. Tap on it to create a new contact.

  3. Fill in Contact Information:

    • Name: Enter the contact’s name in the appropriate fields. For example, type “Jill” in the first name field and “Smith” in the last name field.
    • Company: If applicable, add the name of the contact’s company, such as “ABC Company.”
    • Department and Title: Fill in the contact’s department and job title. You may have pre-defined options to choose from for the department.
    • Email: Enter the primary email address for the contact, such as “[email protected].”
    • Additional Information: Depending on your needs, you can add more details like phone numbers, addresses, websites, and notes for the contact.
  4. Save the Contact: Once you have entered all the relevant information, click on the “Done” button to save the contact. The new contact, in this case, “Jill Smith,” will now be available in your Handheld Contact API.

Tips:

  • Make Use of Your Primary Database: If you primarily use a computer to manage your contacts in your main database, consider reviewing and updating the new contacts you entered in Handheld Contact API during your weekly reviews.
  • Tailor Your Workflow: Determine whether you prefer working with contact data on your mobile device or your computer. Choose the method that suits your preferences and productivity.

Conclusion: With Handheld Contact API, creating a new contact on your iPad is a straightforward process. Enter the contact’s information, save it, and you can easily access and manage your contacts on the go. Whether you prefer using your mobile device or your computer, Handheld Contact API offers flexibility and convenience in contact management. Thank you for reading, and have a great day!