Question 1

[EN] How to find Contele Team Field Manager on Zapier, generate Token and connect account

Accepted Answer

To find the Contele Team field Manager in tha Zapier system, generate a token and connect account:

Q: [EN] My Team

On the Team Map, you can view all users on your team. Click hete to staring a fast tour in the front My Team: <a href="https://app.contelege.com.br/?product_tour_id=47332#/minha-equipe">Start Tour</a> On this screen you can see each user's current location and last position with time. You can also search: <ul> <li>Registered places;</li> <li>Visits performed, heat map, planned route and location history from previous days;</li> <li>Schedule Visits, access Visits and Monitoring Report;</li> <li>See all visits scheduled for TODAY on the map, along with the location of each user;</li> <li>Filter users by status;</li> <li>Use Streetview, Satellite, and Traffic from Google Maps.</li> </ul> <h3 id="userstatus">User Status:</h3> <img src="https://storage.crisp.chat/users/helpdesk/website/82a22c41a789f800/image_tsn2fh.png" alt="" /> <ul> <li>Green: Last location within 30 minutes.</li> <li>Yellow: Last location of 30 minutes to 2 hours.</li> <li>Red: Last location more than 2 hours ago.</li> <li>Gray: User outside the tracking time, with the last location provided within the allowed time.</li> </ul> Did this content solve your question or help you? Vote below and, if you did not find what you were looking for, send a message in the chat beside.

Q: [EN] Places

To visit, you need a Place, a User, and a date. <h1 id="registeringanewplace">Registering a new place</h1> To register a new place you can do this in two ways: Already in the location or searching for the location in the Contele Team Manager. Being on place: Using the app installed on your smartphone, you will go to the Locations section and press the doll icon with a plus sign. From there, it will give you its location. He may end up not giving you the right location number. If that happens, just fix it manually. Not being: After pressing the doll icon, you will search for the address by clicking on the magnifying glass. After that, fill in the necessary information. <h1 id="importingplace">Importing place</h1> If you already have a list of locations in an Excel spreadsheet, you can export it to Contele in a very simple way. Click on the Settings tab and enter Places. Located in the upper left region of the screen, click on "Register Places" and then "Import Places". Select your spreadsheet. After the files are transferred, you must fill in the Database field. ||| Important: The spreadsheet file must be in the .cvs UFT-8 format for you to be able to import. Did this content solve your question or help you? Vote below and, if you did not find what you were looking for, send a message in the chat beside.

Access the link or search for Contele Team Field Manager and click at “Start using Contele Team Field Manager Now!”
Scroll down a bit and click at the orange button “Accept Invite & Build a Zap”.
You’ll be redirect to the home screen from your Zapier account.
Click at the orange button “Make a Zap”
Search for Contele Team Field Manager. Update the screen with Ctrl + Shift + R. If it does not appear in the first search.
Generate the Token in Contele Team Field Manager. After select the Contele Team Field Manager app, you should put the token from our system to connect to your account. In this Zapier screen, you’ll find a link that will open a screen from Contele Team Field Manager to you generate and copy the token. If you like, click here to be redirected.

To find the token in the system, go to Settings > Your Company, and go to Integration Zapier.

Put the token from Contele Team Field Manager in the Zapier. Just copy and put the token that you already generate.Right! Now, is just create your Zapier using the Contele Team Field Manager!

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Question 2

[EN] My Team

Accepted Answer

On the Team Map, you can view all users on your team.

Click hete to staring a fast tour in the front My Team: Start Tour

On this screen you can see each user's current location and last position with time. You can also search:

Registered places;
Visits performed, heat map, planned route and location history from previous days;
Schedule Visits, access Visits and Monitoring Report;
See all visits scheduled for TODAY on the map, along with the location of each user;
Filter users by status;
Use Streetview, Satellite, and Traffic from Google Maps.

User Status:

Green: Last location within 30 minutes.
Yellow: Last location of 30 minutes to 2 hours.
Red: Last location more than 2 hours ago.
Gray: User outside the tracking time, with the last location provided within the allowed time.

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Vote below and, if you did not find what you were looking for, send a message in the chat beside.

Question 3

[En] Report and Refundable

Accepted Answer

Ensureing the best productivity, the Contele Team Field Manager count the kilometer based in the best route by Google Maps, and to register this, just that the person on the street to perform Check-in and Check-out in Visits.

To out workers, the GPS navigator make the integration in-app, showing that way, aways the best route.

It is also possible to register expenses with Refundable and make expenses entry through the App.

To access the reports, simply access the Reports category on the left side tab and then click on Refundable.

On the screen, you will find a consolidated view of your team's Reimbursement, segmented by KM and Loose. Within the individual, the segmentation of the types used.

The pre-existing periods for the Refundable Report are:

Yesterday;
7 days;
30 days;
This Month;
Last Month.

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Question 4

[EN] Introducing to Zapier - Basics Steps

Accepted Answer

What's Zapier?

Zapier is an integrating system that allows you to easily automate different actions between application and software used by your company.

Using the Zapier, you can integrate a lot of system with the Contele Team Field Manager, as the ERP's, CRM's and others.

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${youtube}What is Zapier, what to do and its values? - Zapier and Contele Team Field Manager integration

How to create account on Zapier

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${youtube}How to create an account at Zapier - Zapier Integration and Contele Team Field Manager

See More Content:

How to create "Places" automatically with Google Sheets How to find Contele Team Field Manager on Zapier, generate Token and connect account

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Question 5

[EN] Users

Accepted Answer

First, go to Settings > Users.

On this screen, you have the option to search, in addition to page preview features.

With the names listed, you will see a "stripe" that defines the user's hierarchy in the system.

Note: Operational users do not have the stripe on the screen.

User Hierarchy

Administrator: The Manager is the highest level of team and system management.

Supervisor: Is the second level with regard to team and system management. It has less privileges than the Administrator and controls only its subordinates within the system.

Default: The standard user is typically the user of the application, who does not usually have access to the Web.

See more: What’s the difference belong the Administrator, supervisor, and Default?

Create User

The main button on the screen is "Create user". This button allows the creation of all types of users, among those listed above.

By clicking on the button, you can select the User hierarchy and register your data, including your position.

In this user creation screen, the manager can edit several items such as:

Monitoring;
Service order (Enable or not);
Refund Settings;
Locations;
Subordinates;
Address.

When selecting a Supervisor and Administrator User, the o

Question 6

[EN] Places

Accepted Answer

To visit, you need a Place, a User, and a date.

Registering a new place

To register a new place you can do this in two ways: Already in the location or searching for the location in the Contele Team Manager.

Being on place: Using the app installed on your smartphone, you will go to the Locations section and press the doll icon with a plus sign. From there, it will give you its location. He may end up not giving you the right location number. If that happens, just fix it manually.

Not being: After pressing the doll icon, you will search for the address by clicking on the magnifying glass. After that, fill in the necessary information.

Importing place

If you already have a list of locations in an Excel spreadsheet, you can export it to Contele in a very simple way.

Click on the Settings tab and enter Places. Located in the upper left region of the screen, click on "Register Places" and then "Import Places".

Select your spreadsheet. After the files are transferred, you must fill in the Database field.

||| Important: The spreadsheet file must be in the .cvs UFT-8 format for you to be able to import.

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Vote below and, if you did not find what you were looking for, send a message in the chat beside.

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