+Description:
Handheld Contact – API is the mobile extension to your Act! software, as it wirelessly syncs and manages your Act! CRM Contacts, Calendar, Opportunities, and Notes/Histories from your iPhone or iPad. Unlike our Handheld Classic, this version syncs through the WebAPI for faster, more frequent updates of more data across more devices. Its like having Act! with you anywhere, anytime!
+Features:
• View and manage Act! contacts, calendars, Task Lists, and opportunities from anywhere, anytime.
• Secure wireless sync with iPhone or iPad & Act! via the Act! WebAPI
• Call/Email/SMS Act! contacts with all Histories recorded and synced back to Act!
• Automatic syncing in coverage while application is running.
• Act! data stored locally for fast access without Internet connection
• Take notes & record Histories in Handheld Contact.
• Easy setup on your device with no desktop software required
• New modern interface
• Customizable contact & opportunity field mapping
• Easy contact sharing for one-click referrals
• Alerts of upcoming annual events like Birthdays & Anniversary
+Requirements:
• You must have a Handheld Contact account.
System Requirements
• iPhone or iPad with IOS11 or higher
• A current Act! subscription with Act! v18 or higher
• Act! WebAPI v1.1.54.0 or higher
• Act! user account must have “Standard” security privileges or higher, and be assigned WebAPI permission