Some Handheld Contact for Act! tips #ActCRM

Hansheld Contact for Act! CRM - iPhone, iPad, Android and Blackberry

 

Recently, I’ve been asked a few common questions about Handheld Contact, so I thought I would put them all in this single article.

First, a couple of worthwhile articles to read:

 

How to upgrade to the current version of Handheld Contact?

 

Updating the HHC console on the PC/Server

If there is a later version, here are the steps needed to update the PC/Server HHC console:

If you are unable to access Handheld Contact on the PC or server, go directly to http://www.handheldcontact.com/downloads.php to obtain the latest installer for your version of Act!

  1. Open Handheld Contact on your computer or server.
  2. Once you are in Handheld Contact click on Help-->Check for Updates
    A pop-up should be displayed on the bottom right of the screen.
    If it says:  "Download available click here to download" click on it.
    If the pop-up does not appear, see above to obtain upgrade install file.
  3. You will be taken to the Handheld Contact Downloads page (mentioned above).
  4. On the downloads page click on the Act! version that matches your installed database.  If you do not know this, open Act! first and click on 'Help' and choose 'About Act!'.
  5. Download file "HHC-3_x_x_x.exe" (for Act! 12.0/2010 to Act! 14.0/2012) or "HHC-4_x_x_x.exe" (for Act! 15.0/2013 and higher) and save it to the desktop.
  6. Once the file has been downloaded close the Handheld Contact application on the Desktop/Server (if it is still open).  It cannot be running while the upgrade is started.
  7. Find the HHC-3_x_x_x.exe (or HHC-4_x_x_x.exe) file and run it.  When prompted, choose yes to update 3.x.x.x (or 4.x.x.x) to this version.
  8. Once the install has completed, click Finish and Handheld Contact should open automatically.
  9. Then click Maintenance-->Synchronize Users, select the checkbox beside all users accounts and then hit Sync Now. This will take some time to send the current Act! data to each of the devices.

Updating HHC on the mobile device

Apple iOS - Includes iPhone and iPad

In order to upgrade the software on this device, you must do it through the 'App Store'.

  1. Open Safari.
  2. Go to: www.handheldcontact.com/ota 
    This will redirect you to the Handheld Contact app on the Apple App Store.
  3. You can also go directly to App Store and click on 'Updates'.
    Click on Handheld Contact Professional, then click on 'Update'.
  4. Enter the Apple ID and then the download/upgrade will begin.
  5. No reboot is required.

Android

Upgrading Handheld Contact will be performed through Google Play.

  1. Go to www.handheldcontact.com/ota on your device's default Internet browser
    This will re-direct you to Handheld Contact on Google Play.
  2. If not, go directly to the Google Play Store and search for 'Handheld Contact'. 
    From there you can press 'Upgrade'.
  3. You may be required to enter your username/password for Google Play.
  4. No reboot is required.

Note: For Android users there is an option for 'Allow automatic updating'.  This is found within the Google Play Store when viewing Handheld Contact (after installation).  If this option is selected, then the upgrade will take place automatically.

BlackBerry 10

  1. On the BlackBerry 10 device, open the Browser icon.
  2. Go to: www.handheldcontact.com/ota 
    This will re-direct you to the Handheld Contact app on BlackBerry World.
  3. Select Download/Upgrade button in the top right to begin the process of upgrading.
    This will overwrite the previous version installed.No reboot is required.

What are the default fields that sync with Handheld Contact?

Below is a listing of all the default fields that sync with Handheld Contact Professional.  You have the ability to add up to 42 more custom fields.  The total number of fields that will sync are 73.

Company
First Name
Last Name
Title
Department
E-Mail
Personal Email
Phone
Extension
Fax Phone
Home Phone
Mobile Phone
Pager
Alternate Phone
Alternate Extension
Address 1
Address 2
Address 3
City State
ZIP Code
Country
Spouse
Home Address 1
Home City
Home State
Home Zip Code
Home Country
Web Site
ID/Status
Last Results

How many characters can sync in a field between  Act! and a handheld device?

When making changes in Act! and syncing to the device (or back to Act!), Handheld Contact has some character limitations (including spaces) that must be met.  Please see below.

Syncing from ACT! to device:

  • Activity Regarding Field - 256 characters.
  • Activity Details Field - 985 characters before truncation - HHC will show "(Truncated)(RO)" - 'RO' meaning Read Only.
  • Notes - 1500 characters.
  • History Regarding - 256 characters.
  • History Details - 985 Plus HHC will show "(Truncated)(RO)" - 'RO' meaning Read Only.
  • Contact Character Field - 450 character MAX due to Act! limit.  Go to Tools - Define Fields to determine field max limit.
  • Contact Memo Field - 236 characters before truncation - HHC will show "(Truncated)(RO)" - 'RO' meaning Read Only.
  • Contact Location Field - 128 characters.

Syncing from device to Act!:

  • Activity Regarding Field - 256 characters.
  • Activity Details Field - 1000 characters.
  • Notes - 1000 characters for iOS devices, 1500 for Android/BlackBerry devices.
  • History Regarding - 256 characters.
  • History Details - 1000 characters for iOS devices, 1500 for Android/BlackBerry devices.
  • Contact Character Field - 450 character MAX due to ACT! limit.  Go to Tools - Define Fields to determine field max limit.
  • Contact Memo Field - 236 characters.  Handheld Contact on device does not limit what can be entered into the field but if you exceed the max, the contact changes do not sync into Act! and no errors are produced.

Most Common Issues with Handheld Contact

 

Desktop/Server (console) application:

    1. Error message when syncing: "Communication with sync engine failed! The syncing process has been aborted! HHC Service is not running or doesn’t have the required permissions". Click here for solution.
    2. Message Queuing Service is not installed.  The error message is "Unhandled Exception occurred: Message Queuing is not installed or running on this PC".  Click here for solution.
    3. Logon Error when attempting to sync.  Error is "The user: {ACT NAME} failed to log on to the ACT! database: {DATABASE NAME}".  Click here for solution
    4. Cannot get beyond "Act! Administrator" screen on set up. Click here for solution
    5. Upgrading the desktop software.  Click here for solution.

iPhone/iPad:

    1. Getting caller ID on device by exporting Contacts. Click here for solution.
    2. Handheld Contact on the iPhone/iPad unexpectedly closes.  Click here for solution
    3. Close Handheld Contact and restart it properly.  Click here for solution.
    4. The Contacts, Task List and Calendar icons are not available on the device.  Click here for solution.
    5. Syncing with both iPhone and iPad.  Click here for solution.
    6. Upgrading the device software.  Click here for solution.

What’s New in Act! v18.2

Act-newlogo

 

Web API and Integrations


Act! Connect Link

A new service that unlocks the power of the Web API for Act! Premium desktop/on-premise users. Provides meaningful integrations with no complicated setup, just install and go!

  • Doesn’t require Act! Premium for Web, a dedicated web server, or special configuration, removing any setup barriers to using the Web API
  • A link to install the Act! Connect Link is included on the Act! Premium CD Browser
  • A prompt to install the Act! Connect Link will also appear on completion of the Act! Premium installation process
  • The in-product Act! connect page shows the service URL which can be used to set up new integrations

Subscription Entitlement for the Web API

New entitlement check ensures that the Web API is a benefit exclusively available to Act! subscribers
  • Access to the Web API is disabled if an active subscription or Business Care contract is not found

Subscription Entitlement for the Act! Connect View

New entitlement check ensures that connections using the Web API are a benefit exclusively to Act! subscribers
  • A different Act! Connect page view is provided if an active subscription or Business Care contract is not found

New User Permission for Web API

New user permission provides Act! administrators with control over how the Web API and integrations are used in their business
  • A new database permission is available for Act! Web API
  • Can be added/removed on Standard and Manager level users
  • Users without this permission will be unable to connect to the API, great news for businesses wishing to manage their integrations centrally

Windows/Web Parity Improvements


Manage Opportunity Process list

Greatly improves the usability of opportunities for users of the web client, by allowing them to manage opportunity processes.
  • A new option for Manage Processes is available within Tools > Define Fields for web users.

Manage Opportunity Product list

Extends the usability of opportunities for users of the web client, by allowing them to manage opportunity products
  • A new option for Manage Products is available within Tools > Define fields for web users

Copy/Move Contact Data

Provides web users with the tools they need to manage the integrity of their data, and more effectively deal with duplicate records.
  • A new option for Copy/Move Contact Data is available from the Tools menu

Act! emarketing Enhancements


New user permission for Emarketing send
Provides Act! administrators with control over who can send an Act! emarketing campaign
  • A new database permission is available for Emarketing Send
  • Can be added/removed on Standard and Manager level users
  • Removing the permission makes all Send Campaign options unavailable

Configure who can use Sender Profiles
Provides Act! administrators with control over who can use each sender profile they create.
  • A new area appears under Tools > Manage Sender Profiles to specify which users are allowed to send using the selected profile.

 

Localized Releases

French, German, and French-Canadian
We are pleased to announce that these localized releases of Act! will also be available at the same time as our International English release!

Defects closed in Act! v18.2

  • D-04544 ActDiag - Clear Out Licenses not working
  • D-04592 APC - Trial mode web.config entries contain unsecure references to buy now
  • D-04518 APFW/APC - Returned to login screen when switching between companies.
  • D-04533 APFW/Chrome - Custom date range option is missing from web task list/history list when using Chrome.
  • D-04532 APFW - Export to Excel in Opportunities not exporting correct list.
  • D-04562 APFW - Cannot multi select on history list.
  • D-04413 Groups - Lead capture Tab - Rename "Lead Capture" Tab to " Web forms" in Windows and web for Int Eng, FRE, CFR, DE
  • D-04297 Opportunities slow to save after upgrade to v18.
  • D-04515 APFW - Opportunity Lookup icon is disabled
  • D-04530 APFW/Chrome - Selecting custom date range just shows today.
  • D-04531 APFW - Attempting to set a custom date range causes APFW to hang in IE.
  • D-04542 APFW/Chrome - Second opportunity being created when adding product to an opportunity in Chrome if done from the drop down menu.
  • D-04541 LC - Applying changes made in Preferences gives Object Reference error
  • D-04513 APFW - After selecting a Favorite Report, the lower grid blanks out.
  • D-04523 APC - Non-Secure content prompt for IE11 when navigating to APC Logon page
  • D-04524 APC - Non-Secure content prompt for IE11 when navigating to Opportunity List View
  • D-04525 APC - Non-Secure content prompt for IE11 when navigating to Group List View
  • D-04527 APFW - Default Web Info links need to be secure.

Note: For additional defects that have been closed in additional updates, refer to the following knowledgebase article:
What issues have been fixed in Act! updates?
Answer ID 36573

Act! 18.0 Hotfix 5 available

Act! v18
Hotfix 5 for Act v18 is available. This update makes improvements to the customer experience while not changing the database schema version. Coordination of client updates is not required. Act! Administrators are advised to read the section below named “Update will open KB article” as this information applies to private and shared database owners.

Update 5 contains the following bug fixes:

  • Fixes an issue where using the Global Toolbar Email command did not populate the TO: field with the target Contact email addresses.
  • Fixes an issue where Contact > Edit > Replace would fail on secured servers.
  • Yes/No fields will no longer be removed from a Layout after editing. (See DBFixer notes below)
  • Fixes an issue where Yes/No field types could not be renamed. (See DBFixer notes below)
  • Fixes an issue where focus on a new Contact was lost when saving, or when triggering an automatic save through another action. E.g., adding an Activity.
  • Re-enabled email commands for Chrome users. These users can set their email client preferences to “Use default email”.

Update will open a KB article:

Lastly, this update involves a DBFixer to implement the SQL stored procedure changes needed to fix the Yes/No field issues mentioned above. Using this approach allows Act! to fix the defect without changing the Schema Version – eliminating any need to coordinate the change by the Act! administrator or IT department. You may read the KB here: http://kb.swiftpage.com/app/answers/detail/a_id/38246

The 18.0.501.5 update download is located here: http://CDN.updates.swiftpage.act.com/updates/act18hf5b.exe
We recommend using Chrome to download due to the nature of our current signing certificate. SHA1 certs are no longer supported by Firefox and IE.

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Who Is Mike Lazarus, the Act! Evangelist – A Bio

352LAZ_20_30Mike Lazarus, the Act! Evangelist, was born and raised down-under in Sydney, Australia. He lives and breathes Act! CRM and has been involved with the software for nearly 30 years.

After going to NSW University to study Computer Science, he went into hardware engineering. First at IBM on 80xx series mainframes. Then at Digital Equipment Corporation, where he won an Engineer of the Year award. This was also when he moved over to the faster pace of the software side of the computing industry.

With personal computing taking off, he joined Sourceware as a Product Manager. Tasked with looking after the Australian and New Zealand marketing and support for a range of software products including the Australian-made, Tracker – one of the first Contact Managers.

In 1987, PC Extras, which had just picked up distribution of a new Contact Manager called ACT!, asked Mike to take over the Product Management role for it and other products. In the first year, sales went from four seats of Act! in the first month to a thousand in the twelfth. Thus began three decades of Mike’s association with Act!. It was also at this time that Mike Muhney (one of the co-founders of Act!) called him, what soon became his internationally recognised title, “Act! Evangelist”

In 1991, Mike got the urge to put into practise many of the ideas he’d been teaching Act! users to do. He started his own business, GL Computing, which specialised in small to medium business computing. Through his business, his love and passion for Act! continued to grow.

As part of his dedication to helping small to medium businesses reach their potential, Mike developed and added a range of skills to his own portfolio. He has helped a huge number of Act! users make the most of their customer data through training and support services. In addition, he’s supported many the Act! Certified Consultants to improve their skills. Mike also assisted a number of the Act! add-on developers with design input, quality assurance and beta testing for their products that provide a range of solutions for act! users. A special focus of his has been with products that enable Act! users to be mobile with smart phones, tablets and web browser access to their data.

On a personal note, he is very passionate about his family, friends, Rugby Union (a Life Member of the NSW Waratahs) and Blues music … Not necessarily in that order!

You can find links to other various on-line profiles here: About Mike Lazarus of GL Computing

Additional Achievements:

  • One of the first ACCs to have a web site – 1995
  • Selected to train Symantec’s technical staff when they purchased Contact Software International
  • Served two terms on the Act! Advisory Board (the first member not from North America)
  • Awarded the Community Contribution Award in 2002 – voted by all global ACCs
  • Wrote the History of Act! and most of the content on Act! CRM Wikipedia page
  • Is the most prolific Act! poster on on-line forums, since Symantec started them on CompuServe. This includes fourteen thousand posts on the Act! Community Site, alone
  • Founded and administers the Act! Fanatics Group on LinkedIn, which has more members than the vendor's own group

 

Qualifications and Awards

  • Swiftpage Act! Certified Consultant – 2014
  • Certificate III in Micro Business Operations – 2014
  • Experts-Exchange Certified ACT! Genius – 2012
  • Sage – First ACT! Community Development Partner – 2011
  • Experts-Exchange Titan Award – 2010
  • Willy Award - Unsung CRM Hero – 2010
  • Sage ACT! Community - Platinum Elite Contributor – 2010
  • Experts-Exchange Titan Award – 2009
  • itToolbox ACT! Top Contributor Gold Achievement – 2009
  • itToolbox ACT! Enthusiast Gold Achievement – 2009
  • Experts-Exchange Certified ACT! Sage – 2009
  • Experts-Exchange Titan Award – 2008
  • Sage ACT! Community Leader – 2008
  • Experts-Exchange Certified ACT! Guru – 2008
  • ACT! Certified Consultants - Community Contribution Award – 2002
  • Symantec ACT! Certified Consultant – 1994
  • Novell Certified Netware Engineer – 1994
  • Contact Software International ACT! Authorised Trainer – 1992
  • Digital Equipment Corp - Engineer of the Year 1986

 

Act! CRM Fanatic Links

If you’re interested, here are a few other Act! related feeds, forums and tools that I monitor:

 

The Twelve Days of CRM

actsnowy

Let’s face it. Who knows the values of partridges in pear trees or even five golden rings? Certainly they have been substantially diminished in recent times.

Hence my rewrite of the lyrics here: but please substitute your own preferences in the comments…

Merry Christmas. Happy Hanukkah. Good Kwanza. A successful 2015

On the first day of Christmas my CRM gave to me a database full of customers and leads

On the second day of Christmas my CRM gave to me Two-way sync to mobile on the road and a database full of customers and leads

On the third day of Christmas my CRM gave to me Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the fourth day of Christmas my CRM gave to me Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the fifth day of Christmas my CRM gave to me … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the sixth day of Christmas my CRM gave to me Six times the accounting integration … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the seventh day of Christmas my CRM gave to me Seven types of communication, Six times the accounting integration … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the eighth day of Christmas my CRM gave to me Eight hard-working staff, Seven types of communication, Six times the accounting integration … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the ninth day of Christmas my CRM gave to me Nine management reports, Eight hard-working staff, Seven types of communication, Six times the accounting integration … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the tenth day of Christmas my CRM gave to me Ten Pipeline processors, Nine management reports, Eight hard-working staff, Seven types of communication, Six times the accounting integration … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the eleventh day of Christmas my CRM gave to me Eleven Marketing templates, Ten Pipeline processors, Nine management reports, Eight hard-working staff, Seven types of communication, Six times the accounting integration … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads

On the twelfth day of Christmas my CRM gave to me Twelve monthly bonus cheques, Eleven Marketing templates, Ten Pipeline processors, Nine management reports, Eight hard-working staff, Seven types of communication, Six times the accounting integration … Five times the sales … Foreknowledge of activities, Three web browsers, Two-way sync to mobile on the road and a database full of customers and leads