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

  See how easy is to find and connect the Contele Team Field Manager in the zapier integration.Very popular

• [EN] Introducing to Zapier - Basics Steps

  Know how works and prices about Zapier IntegratorVery popular

• [En] Report and Refundable

  Learn all the features, from basics into the advanceds!Very popular

• [EN] All about the settings of Refundable and Expenses

  Understanding reimbursement and expense posting. How to enable / disable the business or user featurePopular

• [EN] Settings - Everything You Need to Know (Full Training)

  Create, edit, disable and delete an Operational User, Supervisor and Administrator, create, edit and delete a location, a wallet!Popular

• [EN] Rescheduling Visits

  Understand how it can be done and how visit rescheduling can be measured, especially to evaluate rescheduled missed visits.Popular

• [EN] How to create "Places" automatically with Google Sheets

  Learn how to automatically create and edit "Places" in Contele Field Manager using Google SheetsPopular

• How do I decide whether or not to block remote check-in?

  Written by Marco Antonio - Gerente de ProdutosPopular

• [EN] Using Contele Team Field Manager API to Integrate other Systems

  Learn how it works. API Integration, Conditions and Documents.Popular

• [EN] How does the Best Route work?

  Learn how to work the feature best route on Contele Team Field ManagerPopular

• [EN] "Syncing" icon, now what?

  What it is and what to do when this symbol appears.Popular

• [EN] What’s the difference belong the Administrator, supervisor, and Default?

  Differences about types of user available on the systemPopular

• [EN] How to fix semicolon import error instead of comma

  Learn how to fix your importing spreadsheet when it has a semicolon instead of a commaSome readers

• [EN] How to Setting the Automatic Update from App

  Set your device to make automatic update!Some readers

• [EN] Place Note

  You can now place annotations at locations registered with the Contele Field Manager teamSome readers

• [EN] Recurring Visits: How it works and how use this feature

  The "Recurring Visits" feature is essential for those who need to apply large-scale visits.Some readers

• [EN] How to delete multiple Places at once? (Bulk Exclusion)

  Learn the method to delete a lot of places once according to your necessity.Some readers

• [EN] Avoiding problems during upgrade

  Written by Marco Antonio - Gerente de ProdutosSome readers

• [EN] Internet Browser certified

  Compatibility of the system and browser indicatedSome readers

• How to clear the App's cache data?

  If the installed Contele Team Manager APP crashes, doesn't open, doesn't respond, or isn't working properly, try these steps: Clear Data and Cache on Android Obs . The procedure below may vary slightly depending on the Android version.Some readers

• [EN] Schedule Planning

  Learning all the functions, from basic to advanced!Some readers

• [EN] Solving Monitoring problems

  This article is intended to address situations that may prevent Contele Team Manager from sending monitoring data to the Web.Some readers

• [EN] How does the system NOT associate a Place with other portfolios at the time it is scheduled?

  Written by Marco Antonio - Gerente de ProdutosSome readers

• [EN] Function: Allow new Check-In with visit already underway (No Check Out)

  Understand how it works and how to change this setting.Some readers

• [EN] Permission to edit and register new Places

  Understanding who has permission and how to block.Some readers

• Checkout via Reminder

  Checkout Reminder function The Check-out reminder does not allow the user to perform a Check-in on a new Visit , without having previously performed the Check-out of the previous visit. That way, he won't forget to check out. The app has a flow with a lot of flexibility for the User to define the time he left the customer and confirm the Check-out, in case he forgot. Thus, User can perform the Check-in of their new Visit . How to enable or disabSome readers

• [EN] Start and End Points

  What are Start Point and End Point, and how to use this feature in the application?Some readers

• [EN] Solving time zone problems

  Written by Marco Antonio - Gerente de ProdutosSome readers

• Practical Guide to Reimbursement by Contele Team Field Manager

  Understand the terminology legend of Contele Team Field Manager Location: Point of Interest can be a customer, the seller's home or the company's headquarters. Entry or presence at the Place: Check-in Departure Location: Check-out Starting point: first check-in and check-out performed for the day Final point: last check-in and check-out performed for the day Visits pending: all Sites awaiting check-in and check-out Full visits: all places whereSome readers

• Learn how to create a CSV template for importing Places.

  When completing the Places information, you should save the spreadsheet as a CSV file. Generally, all spreadsheet software on the market has this option, in the menu "Files", option "Save as ...". In the EXCEL Save as > Type: CSV (Comma Separated) > Save. A new interactive window will automatically open, select the option: YES. If after asking you if you want to save, click NO and cSome readers

• How many licenses I have available and how to add more?

  To find out how many licenses are available, access the menu Settings > Users. In the upper right part of the screen, the information will follow. Ex: 10 Licenses contracted . To purchase more licenses , click on the green button in the upper left corner of the screen. The system calculates the proportional value of this license and issues a payment slip automatically. In the case of a credit card, the system charges automatically. UpdatingSome readers

• [EN] Bash Job and Workday

  Learn the importance of your field team's inspection point and working daySome readers

• What is the difference between Company Name and Trading Name?

  Trading Name: It will be the most common name to be used in the system. This will be used in the search and Planning / Scheduling of Visits . In addition, the names that will appear in the Visit Report will be the Trading Names . Company Name : This name will be indicated on the Service Order. It will also serve in the Places search filter. For the company, the company name will be the original name assigned by Contele Team Manager, as the real name of the clienSome readers

• Not receiving emails from Contele Team Field Manager?

  This help content is useful if you are in any of the situations below: When exporting any of the reports, does the download email never arrive? Do not receive the report by daily visit email? Doesn't the Work Order email arrive? What to do: 1st Tip: Request the release or addition of the email in the whitelist of the email service. For this, you only need to pass the IT team of your company or person responsible for managing emails the following data: Our sender's email:Some readers

• Fictitious location. What is it and how to disable

  Function: Allow fictional locations enabled What does that mean? The Android operating system has a “hidden” function, which when enabled, allows some applications to change the device's location. These applications that change the location do not work when this function is disabled. When this function is appearing on the system, it means that User has enabled this function, and can use an application to change its position at any time. In the Play Store, there are several applicatiSome readers

• [EN] Reposition a place to validate position

  Reposition, know what is and how to use this feature in your companySome readers

• [EN] Comment on photo from Visits

  You can send photos and after that by system roll, you can edit the commentsSome readers

• What is Cache and how it influences the system

  Cache is basically a browser memory. The Cache helps to load the pages that have already been viewed faster. Unfortunately it sometimes gets in the way and shows an old page that has already been changed. When this kind of thing happens or other strange things, it's time to clear your browser's Cache. How to clear cache and cookies Google Chrome: Using the shortcut Ctrl+Shfit+Del you arrive at the modal to clean your browser. Select the items "Cookies and other website and plug-in daFew readers

• Sample Work Order (OS) from Contele Team Manager

  The Contele Service Order document features: Full size photos Description and comment of the visit Digital signature on Smartphone Sending OS automatically to registered email Custom OS code Check-in and check-out times 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.Few readers

• [EN] How to recover the User password by the application itself?

  Once someone on the team forgets the password, you can now recover it from the app itself.Few readers

• [En] Portfolio Association

  Link quickly and conveniently without creating new portfolios for new or former employees.Few readers

• The location could not be identified ... What is it and what to do?

  The location could not be identified ... What it is, and what to do. Reasons: Location services disabled on the device. No GPS signal or Mobile Operator Battery saving enabled Contele application is being blocked by Android to save energy. How Location Services works: Location services use GPS, cell tower locations, and Wi-Fi access points to determine your approximate location. What to do? Disable Android battery saving. This type of service obliges the OS (OperatiFew readers

• History of 8 years of visits to Contele Team Field Manager

  The Contele Team Field Manager keeps information related to visits for 8 years. The data is saved as long as the customer has an active subscription to guard against labor claims, where the external employee claims to be on visits that he has not been on or the company has not heard of. Another important application , are digital work orders, if you have adopted or will adopt the digital model of Contele Team Field Manager, you will be able to store digitally for a period more comfortFew readers

• I forgot my password and can't access the system.

  Nowadays, it is very common to forget our access passwords, and, if that happens, here is the step by step to recover your access to the system. On the access screen, click on the option I forgot my password , under the Enter button. In the next step, it is very important that you fill in the access email, the same one you usually use to login.Few readers

• Can I see the details of the Location in the App?

  Yes. In addition to the click to check in at the Place, you can call or send an email directly through Contele Team Field Manager. The screen can be accessed in the application through the Locations menu and choosing a Location. 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.Few readers

• How to enable high accuracy mode on location

  While using the Contele Team Manager application, User may encounter a message saying "Enable application location" This message appears because the Contele Team Field Manager uses the high precision location mode , to increase the reliability of Check-in and Check-out performed in the application. To start activating the high-precision location mode, it is necessary to end the application execution . To do this, open the '' Task Manager '' and close the appliFew readers

• How is the Best Route savings calculated?

  Best route = Most efficient route. The "Best Route" function chooses the order of the locations for the most efficient route. The route time is the main factor to be optimized, but other factors such as distance, number of detours, complicated paths, among others can also be taken into account by Google Maps to determine the most efficient route. The best route savings calculation , uses the amount in U$ that the manager placed in settings> company> Reimbursement, multiplied byFew readers

• How to set up time for user monitoring.

  Many customers are concerned about labor lawsuits that may be generated through improper user monitoring times. In this way, Contele has a manual monitoring control, where the manager adds the period in which the app's location will be disabled and will not send points to the system. By default system monitoring is configured as "Monday to Friday from 7am to 7pm". There are two ways to change the monitoring time : Configure for all users in the company. Configure specificallFew readers

• How to know the version of your Application

  To make the version of your Contele Team Manager application, follow the steps below: Log in to the application; In the App Menu, go to "Account" The version number of the application will appear below the "Exit" button. To check for updates available, access the app on the Play Store (Android) or App Store(https : //apps.apple.com/us/app/contele-equipes/id1485917672) (iOS). Did this content solve yFew readers

• How to enable location accuracy for Google Maps

  Enable location with precision (Android) 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.Few readers

• [EN] Monitoring Report

  Know what the information offered by the report and how can help you.Few readers

• Register Places and schedule visits without internet?

  It is possible to register new Places in the App and schedule visits in areas without 3G / 4G coverage. But we indicate that the smartphone always has an internet (data) active to perform the synchronization as soon as possible. Registering the address: Click Menu and then Places . Click the doll icon to add New Place . Fill in the address and click Next . Enter the location data and click Next . After that a message will appear asking if you want to scFew readers

• How to use the Place Categories function (Places, Customers, Leads, Prospects ...)

  Categories serve to differentiate the Places (Locations, Clients, Leads, Prospects ...), according to your need to see them within your work routine. 📌 Within the system it is possible to filter by one or more categories. 📌 Each Site can have only 1 Category at a time, but it can be changed and the history is saved within visits to the Site. See options for best practices that some of our customers have been using. For this I will divide the subject for 2 types of teams: A)Few readers

• Check-in is being blocked

  When the function “Delimit maximum check-in distance (in meters)” is enabled, the user will not be able to check-in if the map indicates that it is not in the selected place to visit. The system will also send information to the Visit Report described as “Attempted to check-in far! See on the map ”. By clicking on this button, you will be able to see where the user is trying to check in and where Place is. If Place is wrong geolocated , you can click ** Adjust locaFew readers

• I can't download from the PlayStore

  This is a problem that can happen with any application that tries to download from the Google Play Store. It is usually resolved by clearing the cache. To clear the Play Store cache, go to Menu > Settings > Applications > Manage applications. Search and select "Google Play Store", click "Delete cache" and then "Clear data". If it still does not work, in the same location click on "Uninstall updates". Log back into the Google Play Store, which should update to the latest version. Did this contFew readers

• Can I include photos from my gallery in the visit?

  Often the user of the application ends up forgetting to take photos at the place of the visit or for some other reason, does not include it while he is at the client. It is not possible to attach photos through the smartphone gallery, it is important to align this with the external user. The Contele Team Field Manager was developed so that all information is included during the Visit, guaranteeing security and veracity of the data, for the client. All information is saved in the system, aFew readers

• Tutorial: How to import Locations (Clients, Leads, Prospects, etc.) into Contele Team Manager

  In this tutorial you will see how to create the file for import, edit and import it in the Contele Team Manager system. STEP BY STEP 1st step: Get your database. The first step is to have a file listing all the places where your team visits. If you haven't already, you can create one with Google Sheets, or you can use our standard template Record information about the places oFew readers

• What are Local statuses?

  The Contele Team Field Manager uses the Google Maps system to inform the locations of visits and users of the tool. In order for the manager to be sure that the visits were carried out and in what way, the system indicates the employee's check-in at the determined location. Validated : This status means that an employee was actually at the Place's location and performed a check-in confirming the correct position of the address. Geopositioned: This status indicates that the Place haFew readers

• Display and control per kilometer

  To check the rotated KM: In the Reports > Refundable menu you can see the number of kilometers traveled by the employee, and according to the configuration of your company, the amount to be paid for this route. Remembering that, for the reimbursement to be counted, the employee needs to have at least 2 visits in the day or thFew readers

• Contele Team Field Manager infrastructure and programming language

  Web: HTML, CSS, Javascript (AngularJS) Backend: Nodejs (Javascript) Database: PostgreSQL, Redis, DynamoDB e ElasticSearch. Servers: Amazon Web Services Check out the complete Stack: https://stackshare.io/contele/contele 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.Few readers