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Handheld Contact Professional edition syncs contacts, contact details, tasks, activities, calendar items, notes, history items and more. All 26 pre-defined fields of information from ACT! can be accessed and another 50 user defined fields can be send to your phone. All of the rules you've applied in ACT!, like private, public contacts and activities, drop-down menus, field level permissions and more, are also followed on your phone.

Handheld Contact Basic edition syncs Contacts and Activities to the phone's contact list and calendar.

There is a technical limit of 7,000 contacts for Professional Edition and 15,000 contacts for Basic Edition. These limitations exist due to hardware limitations of phones.

Basic Edition's limit is significant higher than Professional Edition's since it only needs to sync and store data into a phone's native contact and calendar applications. ACT!-like functionality is minimal and requires little hardware resources for processing.

Professional Edition delivers an ACT!-like experience that is only possible with our independent phone applications. This requires a certain amount of hardware resources be available for processing.

Yes. Since Handheld Contact Professional edition is an application on the phone, you can continue to sync Outlook (or another PIM application) to the standard device address book and calendar.

With Handheld Contact Basic, you are not able to sync Outlook or other applications to your contacts or calendar. If this is done, duplication of the data may occur.

All modern BlackBerry smartphones with operating system 4.2 or greater and no touch screen are compatible with Handheld Contact for ACT!.

The BlackBerry Storm and Storm2 smartphones are only compatible with Handheld Contact Basic edition.

For more information on requirements, select your phone.

Any touchscreen-enabled phone running Windows Mobile 5 for Pocket PC or Windows Mobile 6/6.1/6.5 Professional are compatible with all editions of Handheld Contact for ACT!.

Non-touchscreen smartphones running Windows Mobile 5 or 6 and later are only compatible with Handheld Contact for ACT! Basic Edition.

For more information on requirements, select your phone.

• ACT! by Sage 2012(14.0)
• ACT! by Sage 2011(13.0)
• ACT! by Sage 2010(12.0)
• ACT! by Sage 2009 (11.0)
• ACT! by Sage 2008 (10.0)
• ACT! by Sage 2007 (9.0)
• ACT! by Sage 2006 (8.0)
• ACT! by Sage 2005 (7.0)

1. Open Handheld Contact on the computer/server.
2. Click on Maintenance and choose Resend All Data to Handheld. Select the account and press Send All. Press Yes, on the warning that appears.
3. Once the PC has finished syncing, open the Browser on the new BlackBerry.
4. Go to: www.handheldcontact.com/ota on your phone's native internet browser.
5. Select the Edition that you have and choose Download. If you don't know what version of Handheld Contact you have, go to: http://www.handheldcontact.com/dashboard.php and log in.
6. Once downloaded, run the app. It may be found under the Downloads folder on the BlackBerry.
7. For Basic users continue below. For Professional users jump to Step 8.
   1. Click on I Agree.
   2. Enter your Handheld Contact username and password. This is the same info used to login from Step 5.
   3. Press Next.
   4. Select the option you would like for duplicate contacts and choose Continue.
   5. Wait for the syncing from Step b to complete then select Start Sync.
8. Press Test Network.
9. Enter your Handheld Contact username and password. This is the same info used to login from Step 5.
10. Press Test Login.
11. Once it succeeds, wait for the syncing from Step 2 to complete and then press Start Sync.

1. Open Handheld Contact on the computer/server.
2. Click on Maintenance and choose Resend All Data to Handheld. Select the account and press Send All. Press Yes, on the warning that appears.
3. Once the PC has finished syncing, open the Browser on the new iPhone.
4. Go to: www.handheldcontact.com/ota on your phone's native internet browser. This will re-direct you to the Apple App Store.
5. Select and Install the application.
6. On the iPhone, we need to make a change. Open Settings, choose General and select Auto-Lock. Set this to Never. When the initial download is complete, you can go back and replace this setting.
7. Run the HHC application. Enter the username and password. Press Test Login.
8. Wait for the PC to finish syncing and then press Sync Now on the iPhone.

In order to install the Handheld Contact phone application, you must visit www.handheldcontact.com/ota from your phone.

The the website detects the device you use and supported phones will load instructions so you can you conveniently install Handheld Contact.

In rare events, device detection fails due to special browser configurations or carrier settings and supported devices will instead see an error message.

If your phone is supported but you are receiving an error that your phone is not, please contact support and include your phone model.

a.) On the BlackBerry open the Options icon (usually a Wrench).
b.) Select Security Options.
c.) Select Application Permissions.
d.) Select HHC.
e.) Open the Menu again and choose Edit Default Permissions.
f.) Make sure that Connections and User Data are set to Allow.  If they are not, then select the option and choose Change Option to Allow.
g.) Open the Menu again and choose Save (if it does not save these changes perform steps e to f again but choose Edit Permission this time).
h.) Attempt to place a call or send an email.  You should now have access to do so.

1. On the computer/server open Handheld Contact. Click on Maintenance, choose Resend All Data to Handheld. Select your account and press Send All.
2. Once the PC starts syncing, go to the iPhone. Push and hold on the HHC icon. Once it starts to vibrate, click on the X and delete Handheld Contact.
3. After it is deleted, open Safari and go to: www.handheldcontact.com/ota. This will direct you to the App Store. Download Handheld Contact.
4. On the iPhone, we need to make a change. Open Settings, choose General and select Auto-Lock. Set this to Never. When the initial download is complete, you can go back and replace this setting.
5. Run the HHC application. Enter the username and password. Press Test Login. Wait for the PC to finish syncing from Step 1 and then start syncing on the iPhone.

1. Click on Start and choose Run.
2. Type in 'services.msc', and press Enter.
3. The following screen will be all of the Windows Services. Look for Message Queuing. It should not be listed. If it is, right click on it and choose Restart Service and jump to Step 13.
4. Look for Distributed Transaction Coordinator. Is it there? If it is not listed, please stop these steps and let me know. If it is, what is the status? If it is not running, right click and choose Start.
5. Click on Start and choose Control Panel.
6. Open Add/Remove Programs.
7. There will be an option called 'Add/Remove Windows Components' found within this screen. Click on this link.
8. Wait for the list to be populated and then scroll down to Message Queuing.
9. Check the box for Message Queuing. Click Next/OK.
10. Wait for this service to get installed. It may take some time before it completes.
11. Go back to the Windows Services (from Step 3) and click on Action from the menu bar and choose Refresh.
12. Look through the services for Message Queuing. It should now be available. Right click on it and ensure that the service is running.
13. Scroll to HHC7Service, right click on it and choose Restart.
14. Go to the desktop where Handheld Contact was installed and try launching the application. Does it open?

Windows Vista or Windows 7

1. Click on Start.
2. Type in 'Services', and click on the link with the gears as the icon.
3. The following screen will be all of the Windows Services. Look for Message Queuing. It should not be listed. If it is, right click on it and choose Restart Service and jump to Step 13.
4. Click on Start and choose Control Panel.
5. Open Programs and Features (may be called Programs in some layouts).
6. There will be an option called 'Turn Windows features on or off' found within this screen. It usually has a Red/Green/Blue/Yellow shield beside it. Click on this link.
7. Wait for the list to be populated and then scroll down to MSMQ.
8. Expand the first option for 'Microsoft Message Queue (MSMQ) Server' and then click on the box that is labelled 'Microsoft Message Queue (MSMQ) Server Core'. The box should get filled in with a solid color. Click Next/OK.
9. Wait for this service to get installed. It may take some time before it completes.
10. Go back to the Windows Services (from Step 3) and click on Action from the menu bar and choose Refresh.
11. Look through the services for Message Queuing. It should now be available. Right click on it and ensure that the service is running.
12. Scroll to HHC7Service, right click on it and choose Restart.
13. Go to the desktop where Handheld Contact was installed and try launching the application. Does it open?

This tip will tell you how to configure BlackBerry convenience key or keys (most BlackBerry smartphones have two) to open Handheld Contact on your BlackBerry smartphone.

1. On your BlackBerry home screen, open Options.
2. From the list of Options, open Screen/Keyboard.
3. Scroll down and open Left Side Convenience Key Opens, Right Side Convenience Key Opens, or on BlackBerry smartphones with a single convenience key, Convenience Key Opens.
4. Scroll through the list of programs and select Handheld Contact.
5. Save the changes you've made.

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1. Open your BlackBerry Internet Browser.
2. Go to www.handheldcontact.com/ota.
3. Follow the link that appears as "Download version x.x.x.x", where x.x.x.x is the latest version number.
   
   • If you your device is not supported, you will not not be able to download Handheld Contact.
4. Click Download.
5. You are prompted with a message reading "Application "HHC" already exists. Replace version "x.x.x.x" with "x.x.x.x"?".
6. Click Yes to update Handheld Contact.
7. Once the download has finished, reboot your Blackberry to complete the upgrade.

1. On the PC where Handheld Contact already exists, you will need to perform these steps.
2. Go to http://www.handheldcontact.com/downloads.php and choose your ACT! version OR from your computer running Handheld Contact, click Help on the tool bar menu, then click "Check for updates".
3. Download the file "HHC-3_x_x_x.exe" and save it to the Desktop.
4. Find the HHC-3_x_x_x.exe file and run it. When asked if you want to upgrade from the previous version, choose Yes.
5. Once the install has completed, Handheld Contact will automatically open.

Secure Socket Layer (SSL) technology protects your information using both user password protection and data encryption, ensuring that your data is safe, secure, and available only to you as the subscriber.

Network Communication Model (PDF)