Help Center (EN)

Visit the Contele Team Field Manager Help Center in English

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49 articles in this collection
Written by Marco Antonio - Gerente de Produtos
FAQ

[EN] Using the Places Categories function (Places, Customers, Leads, Prospects...)

How to use the place category feature (places, customer, leads, prospects...)
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[En] How to set the hour to monitoring the user

Monitoring and tracking settings
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

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

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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[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!
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[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.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[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.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

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

Learn the method to delete a lot of places once according to your necessity.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Solving Monitoring problems

This article is intended to address situations that may prevent Contele Team Manager from sending monitoring data to the Web.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] What’s the difference belong the manager, supervisor, and standard?

Differences about types of user available on the system
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[En] Portfolio Association

Link quickly and conveniently without creating new portfolios for new or former employees.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Reposition a place to validate position

Reposition, know what is and how to use this feature in your company
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Practical Guide for Reimbursement by Contele Team Field Manager

Understanding the subtitle and terminology of Contele Team Field Manager.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] How does the Best Route work?

Learn how to work the feature best route on Contele Team Field Manager
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] What is the “Starting and Endings Points”

Use this feature to makes easy the refund and let the usability more practice.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

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

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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[En] Report and Reimburse

Learn all the features, from basics into the advanceds!
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Introducing to Zapier - Basics Steps

Know how works and prices about Zapier Integrator
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

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

Understand how it works and how to change this setting.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] "Syncing" icon, now what?

What it is and what to do when this symbol appears.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

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

Learn how to automatically create and edit "Places" in Contele Field Manager using Google Sheets
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] How to Setting the Automatic Update from App

Set your device to make automatic update!
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Permission to edit and register new Places

Understanding who has permission and how to block.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[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 comma
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Solving Troubles about timezone

At the end of the period, some problems with your computer's time zone may occur compared to Contele Team Field Manager.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Bash Job and Workday

Learn the importance of your field team's inspection point and working day
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[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.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Comment on photo from Visits

You can send photos and after that by system roll, you can edit the comments
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] All about the settings of Refund and Expenses

Understanding reimbursement and expense posting. How to enable / disable the business or user feature
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Place Note

You can now place annotations at locations registered with the Contele Field Manager team
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Internet Browser certified

Compatibility of the system and browser indicated
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

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

Learn how it works. API Integration, Conditions and Documents.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Rescheduling Visits

Understand how it can be done and how visit rescheduling can be measured, especially to evaluate rescheduled missed visits.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Schedule Planning

Learning all the functions, from basic to advanced!
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Avoiding problems during upgrade

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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] How can I replace a system user?

Replace user, change system user, know the most appropriate way for your need.
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Start and End Points

What are Start Point and End Point, and how to use this feature in the application?
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Planned Route x Accomplished Route

What is the difference between the planned route and the route within the system?
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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago

[EN] Solving time zone problems

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Written by Marco Antonio - Gerente de Produtos
Updated over a week ago