Handheld Contact

Handheld Contact

23 posts in this category

HHC now supports Quoting, and much more!

New quoting features, proximity search, calendar importing, and HHC Restore are coming to a mobile device near you!

Some exciting changes are being introduced with Handheld Contact this week, making the #1 Act! mobile experience more complete than ever before.

  1. Quoting/Invoicing: Ever finish a meeting with a prospect that ends with you saying "I'll send you a quote when I get back to the office". Well, Handheld Contact just made it possible to quote or invoice them instantly, and it's as easy as creating an opportunity, clicking one button, and then send.
    This new feature supports auto-numbering, sales taxes, shipping fees, disclaimers, logos, customizable colors, and even default email texts to make emailing quotes even easier. And we even copy the sender on every quote or invoice for easier accountability.
    And if you're in mobile service, choose the "Invoice" option to create and send an invoice when you're onsite with the customer waiting to be paid. At the end of the day, you have all your service invoices in your inbox ready to reconcile with your accounting system. What could be easier?
  2. Proximity Search: Want to find all your customers within a certain radius of your current location? HHC now supports searching those nearby.
  3. Calendar Import: Ever create an appointment with Google or Siri on your mobile device, or accept an email invitation, and then want to move that activity into Act!? Well now it's easy with HHC's new Calendar Import feature. Simply select the day or week, and import in one or more activities from your devices native calendar. If their is recognizable contact associated with the activity, HHC will even attach it to that activity in Handheld Contact. Even recurring Activities are brought into Handheld Contact as such.
  4. HHC Restore is here: If you've suffered a major hard drive failure or database corruption, and you don't have a recent back up, you can now restore your Act! database from the data on Handheld Contact!

New feature Deep Dive scheduled for 2PM EDT on May 16th
hosted by Victor Krahn, VP & Founder of Handheld Contact


2019-05-05 11:05:09

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
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