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  1. Tact Help Center
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Tact

Tact Windows

  • Tact Windows - Contacts
  • Tact Windows - Opportunities
  • Tact Windows - Creating a Visit plan
  • How to get Event viewer logs in Windows

Getting Started

  • How to connect to Tact with a Salesforce custom domain
  • How to add Exchange as a data source with two factor authentication (for iOS)
  • How to reset your password
  • How to allow notifications for Tact

How-to's

  • Disconnect local calendar on iPhone/iPad
  • How To clear cache for Tact Assistant
  • How to create a Lead from email contact
  • How to use Mapview in Contacts
  • How to manage opportunities
  • Introducing Opportunity Filters
See all 22 articles

Tact Assistant

  • Welcome to the Assistant
  • How to view and update accounts
  • How to log an activity to Salesforce
  • How to create and assign tasks
  • How to update an opportunity
  • How to get details on an opportunity
See all 7 articles

Tact Videos

  • Tact Desktop Assistant - Sync a Calendar Event to Salesforce
  • How to Add a Visit Plan
  • How to Create a New Contact From a Business Card
  • How to Create a Contact
  • How to Resolve a Contact Sync Error
  • How to Edit a Visit Plan
See all 16 articles

FAQs

  • Tact.ai Support Services
  • How to Share Analytics Data from Your iOS Device
  • Workaround for Tact slow resync/sync
  • Why can't I see my emails?
  • How to Sync New Contacts to Outlook/Exchange
  • How to troubleshoot if email stops syncing after changing your Exchange password
See all 18 articles
Tact Help Center