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ACT!™ for Palm OS® Self Help

Installation and Configuration

    Order of Installation for ACT! for Palm OS

    1. Install Palm Desktop software
    2. Install ACT! 6 or ACT! Express
    3. Close ACT!, Palm Desktop, and all other programs
    4. Install ACT! for Palm OS 

    Configuring ACT! for Palm OS
    1. From the Start menu, select Programs, then ACT! for Palm OS, then choose ACT! for Palm OS Settings
    2. Choose your Database
    3. Enter in your Username and Password when Prompted
    4. If you have more than 1,000 contacts select the appropriate groups
    5. Map any custom fields you may be using
    6. Select how many notes and histories you would like to HotSync to your Palm
    7. On your initial HotSync you must select Desktop Overwrites Handheld
    8. Press OK to continue
    9. Perform your HotSync
ACT! For Palm OS User's Guide
The full ACT! for Palm OS User's Guide is  installed with the application.
To access this guide, from the Windows Start menu, choose Programs, then ACT! for Palm OS in Adobe® Acrobat® format.

ACT! for Palm OS built-in Help Topics

Built-in Help files provide a quick way to look up information as you use ACT! for Palm OS.
  • To display Help Topics, click the Help button within the ACT! for Palm OS Settings screen
  • To display specific Help Topics for the active window (when available), press F1 on the keyboard or click on the Help button.

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