Sage ACT! for Blackberry - Handheld Contact BlackBerry tips

Frequently Asked Questions

Q: How can I quickly open Handheld Contact?

Q: How can I move the Handheld Contact icon?

Q: How do I search?

Q: How do I switch between Contacts, Tasks and Calendar views?

Q: How do I view Calendar details?

Q: How do I record calls and e-mails in history?

Q: How do I toggle dates and drop down menus?



Q: How can I quickly open Handheld Contact?

A: What's the fastest way of launching Handheld Contact on your BlackBerry smartphone? - the convenience key. It allows you to open a program with the press of a button.

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.

Now you can quickly open Handheld Contact (and other frequently used programs) with a simple button press.

Q: How can I move the Handheld Contact icon?

A: Highlight the Handheld Contact icon, press the BlackBerry menu key, select move, and move the icon to where you want it located. Watch video

Q: How do I search?

A: Searching contact is easy - just start typing while in the Contact List view and results will be displayed.

Q: How do I switch between Contacts, Tasks and Calendar views?

A: Hold the 'alt' button and press the space bar to switch between Contacts, Tasks and Calendar views on any BlackBerry smartphone with a full keyboard.

Q: How do I view Calendar details?

A: To view the details of any scheduled activity in the calendar, click the menu key and select toggle details.

Q: How do I record calls and e-mails in history?

A: Outgoing phone calls and e-mail from Handheld Contact to ACT! Contacts can be recorded as history items and even follow-up activities can be scheduled.

Q: How do I toggle dates and drop down menus?

A: To quickly change any date or time and scroll through items in drop down menu, use the space bar.

Please Contact Us or call us at 888-774-4653 if you have any questions or concerns.

Consultants and Trainers ACT! - Southern California

Phone: 888-774-4653
Fax: 866-798-2413