Handheld Contact: Searches, Favorites and Importing and Exporting

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction

In this tutorial on Handheld Contact, Tony Holowitz walks us through three important features: Searches, Favorites, and Importing/Exporting. These functionalities enhance the user experience, allowing for efficient contact management and accessibility. Let’s explore each feature in detail.

1. Searches: Organizing Contacts with Ease

To streamline contact management, Handheld Contact offers a straightforward search feature. Tony demonstrates how to create a search group for contacts in the state of Missouri. By filtering based on criteria like first names, last names, departments, or titles, users can quickly set up custom search groups. Once the search group is saved, users can easily access it by clicking on its name, making it a convenient tool for organizing and retrieving specific contacts.

2. Favorites: Marking Essential Contacts

The “Favorites” feature in Handheld Contact allows users to mark important contacts with a star icon. Tony demonstrates how to favorite a contact by simply clicking the star icon beside their name. This function makes it easier to find and prioritize essential contacts. To access all the favorited contacts, users can click on the “Favorites” tab, ensuring quick access to critical information.

3. Importing and Exporting: Seamless Contact Integration

For iPhone users, importing contacts from the native app to Handheld Contact is a beneficial feature. Tony highlights how this integration allows users to keep their contact list up to date and accessible in Handheld Contact. Additionally, Handheld Contact provides export options for all contacts or specific updates, giving users control over their contact management. By exporting contacts to the native iPhone app, users can conveniently view the caller ID and easily identify incoming calls from clients.

Conclusion

Handheld Contact’s versatile features, such as Searches, Favorites, and Importing/Exporting, enhance contact management and accessibility for users. By organizing contacts into search groups, marking favorites, and maintaining synchronized contact lists, professionals can efficiently manage their contacts and streamline their daily workflow. We hope this tutorial helps you make the most of Handheld Contact’s powerful capabilities. Stay tuned for more informative tutorials from Tony Holowitz on maximizing Handheld Contact’s potential. Thank you for joining us, and have a productive day ahead!