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Configure the system according to the characteristics of your company.
What is the Difference Between Corporate Name and Trade Name?
Fantastic Name: This will be the most common name to be used in the system. This will be used in the search and Planning / Scheduling of Visits. Also, the names that will appear in the Visit Report will be the Fantasy 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 the Contele Field Team Manager, as the real name of the customer
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 he is not at the location selected for the visit. The system will also send information to the Visit Report described as “Attempted Remote Check-in! See map”. By clicking this button, you can see where the user is trying to check in and where the Location is. If ** Location ** is wrong geolocation, you can click ** Adjust check-in loca
How to Configure the Service Order (OS)
The Service Order (SO) is a digital document that is available to you and the customer, with all the details of what was carried out during the Visit. It can be personalized with the company's logo, making the presentation of the service more professional to the customer. Service Order Settings In the side menu, go to ** Settings **> Service Order (OS). In this block, you can customize your Service Order as you wish, including the Company Logo, the OS launch number, and the company wel
Workday and Time Attendance
Learn the importance of your field team's inspection point and working day
Set Maximum Distance in Meters for Check-in and Check-out
In Contele Field Team Manager it is possible to block a ** "Check-in" ** and ** "Check-out" ** away from the ** Location ** of the Visit. To enable the function go to Settings > ** Company, go down the page where you will find the options ** '' Set maximum distance in meters for Check-in " and another for "Check" . You can choose to activate one or both and make different distance settings. This functi
Departure Point and Arrival Point
What are Start Point and End Point, and how to use this feature in the application?
Learn all the features, from basics to advanced!
How do I Decide Whether or Not to Block Remote Check-in?
Written by Marco Antonio - Gerente de Produtos
Daily Email Visit Summary: What is it and How to Enable
We understand that the life of the Manager and Supervisor is hectic, and it is not always possible to closely monitor User productivity. Thus, to facilitate monitoring, the system provides a daily summary with information on the Visits made by each User. At 20h, an email is sent (same as the system login) with this information. How to Enable? It's very simple, just access the Side Menu and go to ** Settings > Users > Edit User ** and, in the Administrator and Supervisor
Custom Application Menu
Do you need to make access to other systems, websites, documents or anything else easier for your team? Of course?! We need to make the work of those on the street as easy as possible, everything needs to be efficient and practical. So now it is possible to add up to 3 items in the app menu Contele Field Team Manager and choose the link for each item. In the application menu, you can add documents, folders, company dashboards, access to other systems, etc. To configure, go to **Settings>C