Introduction: In this tutorial, we will explore how Handheld Contact API chooses which contacts to synchronize with your ACT database. The synchronization process is based on the concept of groups in ACT, where contacts are grouped together based on specific criteria. We will walk you through the steps to create a dynamic group using group membership rules to ensure seamless synchronization with Handheld Contact API.

1. Understanding Dynamic Groups:

• A group in ACT is a collection of contacts that meet specific criteria.
• Dynamic groups are created using group membership rules, which automatically add contacts based on defined criteria.
• Dynamic groups are recommended for easier and more efficient contact synchronization.

2. The Importance of Creating the Group First:

• Before setting up Handheld Contact API, create the dynamic group in ACT first to ensure it’s available during synchronization setup.
• The group should be designed to include all contacts you want to synchronize.

3. Creating a Dynamic Group in ACT: a. Access ACT and go to the Contacts section. b. Click on “Groups” and then “Create Lookup.” c. Name the group, e.g., “Handheld Contact Sync Group.” d. Under “Create Date,” set the criteria to “Has Data.” e. Save the group.

4. Understanding the “Create Date” Field:

• The “Create Date” field in ACT records the date when a contact is created.
• Since all contacts have a creation date, using this criterion ensures all contacts are included in the dynamic group.

5. Synchronizing Contacts with Handheld Contact API:

• Once the dynamic group is created in ACT, open Handheld Contact API.
• During setup, the app will identify the dynamic group “Handheld Contact Sync Group” and automatically synchronize all contacts within it.

6. Benefits of Dynamic Group Synchronization:

• By using a dynamic group, new contacts added to ACT will automatically be included in the synchronization process.
• It eliminates the need to manually select contacts for synchronization.

Conclusion: Synchronizing contacts with Handheld Contact API is made easy and efficient by creating a dynamic group in ACT. Using the “Create Date” field as the group membership rule ensures that all contacts are included in the synchronization process. By following the steps provided, you can seamlessly set up your dynamic group and enjoy smooth contact synchronization. Thank you for joining us, and have a great day!