Delete all Locations or selection
Delete multiple Locations from the system (mass action).
Why would I delete multiple locations from the system? "I did a wrong import"
Create a category called "DELETE", so that it is only assigned to the locations you want to delete.Very popularCreating Places Automatically with Google Sheets
Learn how to automatically create and edit "Places" in Contele Field Manager using Google SheetsVery popularReposition a Place to Validate Position
Reposition, know what is and how to use this feature in your companyVery popularObservations in Places
You can now place annotations at locations registered with the Contele Field Manager teamVery popularPermission to Edit and Register New Places
Understanding who has permission and how to block.Very popularPlaces
Learn all the features, from basics to advanceds!Very popularRegister Places and Schedule Visits Without Internet?
It is possible to register new Locations 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 Places in the APP menu.
Click the New Location button.
Fill in the Location address and data.
Click Save to complete the registration.PopularWhat are Local statuses?
Contele Field Team Manager uses the Google Maps system to inform the Visiting Places and Users.
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 and check-out at the specified location.
See below for Location Status types:
Geopositioned
This status indicates that the Site has a coordinate.
It may or may not be registered in the correct location.
Once an employee checks in at this location, their status willPopularLearn How to Create a CSV template for importing Places.
When filling in the location information, you must save the spreadsheet as a CSV file. Generally, all spreadsheet software on the market has this option, in the menu , option "Save as ...".
In ** EXCEL **
Save As > Type: CSV (comma separated) > Save.
A new interactive window will open automatically, select the option: YES.
If after that it asks if you want to sPopularHow to Import and Export Places (Clients, Leads, Prospects, etc.)
In this tutorial, you will see how to create the file to import, edit and export locations in Contele Field Team Manager
You can also use this walkthrough to Reimport Locations into the System.
The file is in CSV format: Select this option (comma separated CSV) when saving / exporting the spreadsheet. **[Be sure to use "," (${color}[#256f27(commas)), not ";" ()] **
The file encoding is UTF-8: In advancedPopularHow 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.
đź“Ś Within the system it is possible to filter by one or more categories.
đź“Ś 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)Some readersHow to Use the Location Categories Function (Locations, Customers, Leads, Prospects...)
Learn the method to delete a lot of places once according to your necessity.Some readersI Can't Find an Address and Create a Place in the App
If ** You don't find the address ** you want when registering a place, there are 2 possibilities:
Some Address data is Incorrect;
Google Maps does not have this address registered in its base.
In some cases, the second possibility is what happens, and some users believe it might be an application flaw.
** Do not worry! ** If the addresses are correct, but you still can't register, the Contele Field Team app has a solution:
In the application **it is possible to open the map and positioFew readersI Can't Find a Registered Location
If you ****, it's possible that this location is not in your wallet.
In the case of ** Standard User ** or Supervisor, it is possible that the Site does not appear because ** it is not ** in your [Portfolio](https://help.contelege.com.br / pt- br / article / portfolios-88g443 /) or in the Portfolios of its [Subordinates](https://help.contelege.com.br/pt-br/article/qual-a-diferenca-entre-administrador-supervisor-e- default-305v1Few readersHow to register Places in the APP Contele Field Team
The Contele Field Team APP user has the possibility to create places directly from the app.
In this article, you will learn 3 ways to register places on Contele Field Team.
Do you know if you can edit and create places within the app? Find out in this article:
Permission to edit and register new locations
Registering by Zip Code
Anyway, to register, you will do it in the same place,Few readersWhat is the “Validation” of a Location?
When registering each Location, you have the option to Validate a Location.
For example, a Location you got from the ERP system might have an outdated address, right?
Or even your seller has created a Location, and how will you know if that address is trustworthy?
See all “STATUS” of the system.
This change aims to correct the original GEOPOSITION that google understood was the LocationFew readersDelete and Delete Locations
Learn how to Delete one location or several at once through the system.
Only the manager can perform this action by accessing the web system. Learn more about Hierarchies.
Go to Menu> Configuration> Locals, and click on the red button "Delete".
To delete multiple locations at onceFew readers
