Handheld Contact API: My Record and Sorting a List

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Handheld Contact API offers a user-friendly interface for accessing and managing your contact information. In this tutorial, we will demonstrate how to quickly find your “My Record” in Handheld Contact API and how to sort your contact list alphabetically by different criteria. These features make it easier for you to access and organize your contacts efficiently.

  1. Navigating to Your “My Record”:

    • In Handheld Contact API, your personal contact information is referred to as “My Record.”
    • To access your “My Record,” look for the small orange circle in the top left-hand corner of the screen.
    • Tap on the orange circle, and it will instantly take you to your contact details, making it easy to view or edit your information.
  2. Sorting a Contact List:

    • While in the contact list view, locate the three little dots (vertical ellipsis) located to the right of the contact number.
    • Tap on the three dots to access a drop-down menu with sorting options.
    • Choose the desired sorting criteria from the available options, such as sorting by first name, last name, or company name.
    • The contact list will be automatically sorted based on your chosen criterion.

    Example: Suppose you have a list of contacts in Handheld Contact API, and you choose to sort them by company name. The original list may look like this:

    Contact Number First Name Last Name Company
    1 John Doe ABC Solutions
    2 Jane Smith XYZ Corporation
    3 Michael Johnson ABC Solutions
    4 Emily Brown ZZZ Enterprises

    After selecting “Sort by Company,” the list will be sorted alphabetically by company name:

    Contact Number First Name Last Name Company
    1 John Doe ABC Solutions
    3 Michael Johnson ABC Solutions
    4 Emily Brown ZZZ Enterprises
    2 Jane Smith XYZ Corporation

Conclusion: Handheld Contact API simplifies contact management by providing easy access to your “My Record” and allowing you to sort your contact list by various criteria. With just a tap, you can quickly find and view your own contact details, and by selecting your preferred sorting option, you can efficiently organize your contacts based on specific criteria. Utilizing these features will enhance your contact management experience and help you stay organized on the go. Thank you for reading, and have a great day!