Category: iPad

ACT! and iPad

A few months ago I was asked to present to my fellow ACT! Consultants information on ACT! on the iPad.

Since there is no actual App for that (yet) I needed to provide them with ways to show their clients how to get to the ACT! data via the iPad.

I had already been through the paces of every App that I could find to find the easiest and most user-friendly solutions possible.

Here are some of the questions that need to be answered first:

Do you just need to have the Contacts and Calendar sync to your iPad, or do you need access to the ACT! Data?

If you *need* access to the ACT! Data, how much of it do you *need* access to?  Contact geographic information?  Histories and Activities?  Sales Opportunities?

There are different solutions for what you want to accomplish.  This is, by no means, a complete listing of every possible solution, but I did exhaustive research trying several different options to save my clients time, energy and money on wasted Apps.

“I just need to see my contacts and calendar on my iPad”.

Short, simple…  to the point.

This option sends the Contact data fields (name, address, phone, fax, email address, website, etc.) to the Contacts icon on your iPad and send the Calendar information to the Calendar icon on your iPad.  Some of the options can even include a few history items along with the data but it isn’t sortable and you can’t add histories or clear activities.

  1. 123 Synchronizer – For a contact and calendar sync via Outlook with Exchange my favorite option is 123 Synchronizer.  They have done a fabulous job of providing an environment that cuts down on those duplicates and triplicates.
  2.  Companionlink – Companionlink will sync your data from ACT! to Outlook, ACT! to Google or they have a wireless subscription that will send your ACT! data to the cloud and wirelessly to your device (for a monthly subscription fee).
  3. Handheld Contact – Handheld Contact has a Basic subscription plan that will sync  your ACT! data to the cloud and wirelessly to your device.  Click here for a free trial.
  4. Sage Connected Services- With an annual subscription, your ACT! data is sync’d with the cloud and you can open the browser on your iPad and log into the site and see your contact data and your calendar.

“I would like to have Contact information, Calendar, Activities and Histories”

                There’s an App for that!  – Handheld Contact Professional Edition

Handheld Contact Professional Edition actually puts an “app” on your iPad that you can open and it gives you a slimmed down version of your database.  You can see a the basic contact fields.  You can show some custom fields (there is a limit to the number of custom fields) .  Your calendar and Activities are available.  It even shows your Histories!

You are able to clear and add activities, add history items, and it can even track your outgoing emails, depending on your setup.

You do not have access to the Opportunities with this method.

All in all, it is a great choice and one of my favorites.

“I need to have access to EVERYTHING”

There’s an App for that too!

When you need access to the entire ACT! program, you will need to remote into your desktop/laptop.  Remote Desktop allows you to take control of your entire computer and use every program just like you are sitting in front of it.  There are many programs on the market that allow you to do this but they are not all created equal.  Some of the free ones work ok, but in this case, you get what you pay for and most have quirks. 

My favorite is Logmein Ignition.  It costs $29 from the App Store.  It has the most bells and whistles and has the best handling in my opinion.  You can use any program on your desktop including ACT!, Outlook, QuickBooks, or any other program just like you are sitting there.  It is incredibly easy to set up and doesn’t require you to “open an ports” or mess with your firewall.

Some of the others that are available:  VNC, RealVNC, Screens, Mocha VNC Lite, iTelport, and Pocket Cloud.  Some of these programs require configuration of ports or firewalls.  (we can help you with that!)

So that should get you started with your iPad endeavors.   Of course we are always here to help you to decide which solution is a best fit for your organization and assist you with the setup as we work with all of these programs on a daily basis.

Thank you for your time,


Update on ACT! for iPad

Well, ladies and gentlemen, I am very pleased to report that the iApp for getting ACT! on the iPad is almost out of Beta and will be up on the App store in a few weeks.  W00T!!

Here is a screenshot from my iPad:

This shot shows the Contact list on the left, the Contact fields and geographic information in the middle and the Activities on the right.

This program allows you to sync your ACT! database to an App on the iPad.  You can add contacts, schedule activities, clear activities and sync it all back to your desktop ACT! database.  It is not the full-blown program, but it comes very close.

There will be two versions: Standard and Pro.

I have been beta testing this app and i like it a lot.

I will have more information soon but for now you can call and schedule a demo.

With our cutting-edge technology, we can share our iPad screen with you so you can see exactly how it works, not just screen shots.

If you’ve been waiting to get ACT! on your iPad, you are going to LOVE this program.

Danielle Major

How to close open Apps on your iPad and iPhone

If you love your iPad but your just not as fond of it lately because it seems to run slower or the battery doesn’t last as long as you think it should, you are not alone.

It may not necessarily because your iPad doesn’t love you anymore, or that it’s getting old and tired…. It’s probably because it’s juggling too many open programs.

When you open an App and then click the home button and open another App, the first app is still running in the background.  At some point, you run low on resources and the poor little thing gets slow and sluggish.

I get these calls from clients and friends a few times a week.

This tutorial will show you how to close (or quit) any program running on your iPad or iPhone to free up those resources.

1. Start out by “double-clicking” the Home button on your iPad or iPhone. The Home button is the one at the bottom of your iDevice, as illustrated in the image below.

2. This will bring up the ‘list’ of currently running Apps – by way of an “App bar” at the bottom of your screen. Tap and hold down on any one of the currently running Apps (even if it’s not the one you want to close).

3.  You’ll notice that each App will start to “wiggle” and now has a small “minus sign” circle in the upper left corner. Tap the “minus sign” of the App you want to close/quit.

4.  That App will now close. NOTE: This will close the App, not delete it from your iPad or iPhone.

You can continue tapping the “minus signs” to close all open Apps, if needed.

5. That’s it!

This should keep your pretty little iPad or iPhone running fast and smooth like it’s all hopped up on sugar.