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Know the main features of Contele Team Field Manager.
Everything you need to know about Importing and Bulk Editing Locations in Contele Team Field Manager
Importing places, how to import places, how to edit places in bulk, how to use my spreadsheet to import. How to import Locations into Contele Team Manager using your spreadsheet exported from your system. Bulk Locations updates using Contele import - part 1 Bulk Locations updates using Contele import part 2
Learn all the features, from basics into the advanceds!
[EN] My Team
Learn all the feature, from basics to advanceds!
Learn all the features, from basics to advanceds!
Learn all the features from basic to advanced!
[EN] Your Company
Learn all the features, from basics to advanced!
[EN] Why don't we limit user APP usage by hours?
Some customer ask why doesn't the feature to block the usage app after a time
Learn all the features
Learn all the features, from basics into the avanceds!
[EN] How can I replace a system user?
Replace user, change system user, know the most appropriate way for your need.
Reposition Location by the application
The User of the Contele Team Field Manager can reposition a Location via the App. When the User tries to check-in away from the registration address Place , the application warns, and gives 2 options: Maintain Location; Adjust Location. This question is only asked in the first attempt to Check-in at Place , and when the employee is far from the place registered at the Local. For the repositioning to work, the Check-in blocking away function must be *
[EN] Visits Report
All buttons, functions of this report.
[EN] Planned Route x Accomplished Route
What is the difference between the planned route and the route within the system?
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.
Place Not Visited
Doing inactive customer management can be a good deal for the company. In many companies that work with recurrence, leaving an inactive one can be a loss, since there were costs to acquire these customers. Whether to place an order, or make a periodic technical visit, every company that works with a client portfolio, needs to keep an eye on those who have not been visited for a certain time. The Place Not Visited feature allows the manager to search for customers who are not visited b
Forgot Checkout, now what?
Manual validation of the visit can be done only by the Administrator (s) by adding an initial and / or final time to the visit according to what was not done by the external user. If he is unable to perform the Check-in or Check-out due to blocking or lack of communication with the internet data, validation can also be performed. To validate, choose the visit in Visits Report, in the right corner click on the gear button !(https://storage.crisp.chat/users/helpdesk/website/82a22c41a789f800/i
Refundable - Everything you need to know (Complete training)
We elaborated a step by step so you can learn how to use the Contele Team Field Manager refund easily and alone! You will learn how to: Configure and understand the calculation method; View and edit the summary and detailed report; How to use the app for KM and single refunds; How to export refund reports in Excel and PDF; Initial refundable settings In the Side menu, go to Settings and then "Your company". Under "Refund settings" you can define all items related t
Set maximum distance in meters for Check-in and Check-out
In Contele Team Manager it is possible to block a and "Check-out" far from the Location of the Visit . To enable the function, go to Settings > Company , scroll down the page where you will find the options '' Set maximum distance in meters for Check-in " and another for "Check-out". You can choose to enable one desired or both, in addition to configuring different distances. This function works well in conjunction with th