Handheld Contact

Handheld Contact

22 posts in this category

Handheld Contact Updates for Android & IOS

Handheld Contact released two major device updates today, with Android v3.1.7.0 now live at Google Play store, and version 8.3.3 for IOS expected out in the next few days.

Changes in the Android release:

  1. NEW: Removed "READ_CALL_LOG" and "WRITE_CALL_LOG" permission as per new Google's policy.  As a result of this, the following Handheld Contact features will not work as before or will not work at all:
    CallerID will not work (however users can still get caller ID if they export Handheld Contact contacts)
    - Creating history from incoming phone calls will not work
    - History created from outgoing calls initiated from Handheld Contact will have fixed, default duration. User will have to manually change it if needed.
  2. NEW: Added support for Imperial system in Mobile mapping
  3. NEW: Added Custom starting location in Mobile mapping
  4. Few bug fixes and improvements

Changes in the iOS Release (build: 8.3.3 <9>):


2019-03-04 19:27:07

Have you driven HHC lately?

With two new versions of Handheld Contact scheduled for release this week, thought it fitting to review all the changes we've introduced to the #1 mobile application for Act! over the last 18 months. In June 2017 we started a complete rebuild of Handheld Contact on a new platform.  This was done so we could add many new features which were requested by our Handheld Contact customers.  AS you can see we have added over 20 new features

The new features include:

  • Mapping Location Field: Location field in Activities was separated to support map enablement 
  • Activated Location field: Location field in Activities was separated to support map enablement 
  • Sales Opportunities: As you are meeting with your customer you can edit, create and update
  • Add Photos: Add Contact Photos to Handheld Contact from your social media accounts and then store them on the device or in the cloud.  Handheld Contact even reloads them after a resend all data. 
  • Favourites: Add contacts to your favourites button so you will have easy access to the list
  • Searches: Searches, to allow you to create many similar searches without having to create each from scratch. We've also included additional search operators to enhance your query capabilities. Also, send group emails to texts or use these searches to map a driving route.
  • Alerts: Provides you one place to look for daily or weekly upcoming events, and advises you of upcoming Annual Events like Birthdays or Anniversaries. Don't miss an important event again with HHC alerts!
  • Secondary Contacts: Not only can you access your secondary contact you can also promote them to a full contact with the click of the button, just like Act!.
  • Auto Sync: The HHC app initiates a sync based on the user sync schedule (this will work as long as the app is in foreground, and will work when app is in background for a limited time).
  • Email Activity Invitations: send email invitations through Handheld Contact
  • Export Calendar: With HHC 8.0 you can now export your Act activities right to your native iOS and Android calendars.
  • Device Data Summary:  See exactly how many Contacts, Activities, Notes, Histories, Opportunities and Secondary Contact there are in Handheld Contact
  • User Statistics: Have you ever wondered if your syncing is up to date?  With a click of a button users can now see the status of their Handheld Contact syncs, including the latest data sent and received.
  • Colour Code Activity Types:  Go to your HHC settings and colour code every one of your standard and custom activity types.  Then when you glance at your calendar every type will be colour coded
  • Separation of Notes & Histories: HHC now has separate tabs for both notes and histories so you can sync and access the data that you rely on
  • Secure plus: With Secure+ enabled, the Handheld Contact admin can control when an in-app lock screen locks the app, how many password attempts are allowed, and whether or not to wipe all local data on the device.
  • Resend all Data: Added ability to trigger "Resend All Data" from device
  • Sync History on Device: Included visibility to all device sync history, allowing users to see what data was included in the last sync, as well as the last 24 and 48 hours
  • Increased Download Speed: Notes & Histories data technology was upgraded to more than double the download speed to the device
  • Resend Config File: Added additional troubleshooting tools like the ability to download latest config file to device
  • Duplicate Contacts: Just like in Act you can duplicate a contact choosing to duplicate only primary fields or all fields
  • Copy and Paste: Added ability to copy text from view mode of notes and history items for Regarding and Details fields
  • Recording Like Act: Feature to record Date/Time's of Histories similar to Act!
  • Multi-Select: Ability to multi-select on drop down list in Contact detail screen
  • Incoming Calls (Android):
  • Bug Fixes: General UI and performance improvements, as well as many bug fixes.

I think you'll agree we've been busy making the best mobile solution for Act! even better. We've taken your suggestions, as well as input from our worldwide reseller network to make Handheld Contact the mobile app you can rely on everyday to put your office at your finger tips.


2019-01-22 18:06:56

Android Update

A new HHC for Android build v. was just released on Google play addressing sound issue while syncing on phones with OS Oreo+ and two other minor bugs.


2019-01-22 16:55:32

Three major updates released for HHC

Handheld Contact is pleased to announce three separate releases today - separate builds for both Android and IOS, and an update to our Windows Console, all of which represent the biggest across the board upgrade to our subscription offerings in over a year.

These changes are as follows:

Handheld Contact Windows Console - version

  • Fixed bug affecting French users who were unable to open the application after some Windows updates
  • Fixed bug with validation of selected history types
  • Fixed bug with opportunities filter
  • Fixed bug where promoted secondary contact was sent with wrong update type


2019-01-17 09:24:14

How Act! CRM can help businesses comply with GDPR

What is the GDPR?
The GDPR applies to the use and storage of personal information of European citizens from 25 May 2018. All organisations world-wide need to comply with them if they want to comply with European law. The GDPR has an organisation-wide impact and this document explains how Act! can help an organisation to comply.

The General Data Protection Regulation (GDPR) comes into effect on 25th May 2018. In the UK they replace the Data Protection Act (DPA) 1998. The GDPR will ensure that all companies that use personal information of European residents only do so in accordance with the privacy and other standards set out in the GDPR. Some of the regulatory concepts and principles of DPA – for example what makes up personal information, protecting medical and other very personal information, subject access requests - have only slightly been changed or enhanced by the GDPR. However GDPR introduces new regulations and requirements – for example stronger personal rights, like being able to stop automated processing, and stronger 

GDPR and Act! CRM
Organisations which communicate openly how they work within GDPR are likely to be trusted by prospects and customers, so have an advantage over competitors. Conversely, failure to comply with GDPR can lead to monetary fines and loss of reputation. So it is important that companies have an ongoing approach to reviewing and updating their business processes and policies, to become and remain GDPR compliant.


2018-04-27 16:42:00
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