Mekari Qontak CRM Mobile currently has a Live Location feature that helps Managers or Supervisors periodically track teams whose responsibilities include making routine visits to clients. This feature is typically used by clients with sales-related needs.
While the Sales team is making visits, the Manager or Supervisor of the Sales team can track them through the Live GPS Report as proof of the visit and for transportation reimbursement (if required). This feature can be set up through the Qontak CRM Website. In the steps below, you will learn how to use the Live Location feature on CRM Mobile.
See the full explanation below.
A. How to Enable Live Location on CRM Mobile
- Log in to your CRM Mobile account, then select the ‘Other’ tab.
- Then select the “Live location” menu as shown below.
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A notification like the one shown below will appear. After reading the terms, click “Ok, got it”.
The information above states that:
1. Your location will be tracked by our system after you click “Start live location”, and location tracking will stop after you click “End live location”.
2. This feature will continue to access your location while the app is still active in the background on your mobile device.
3. You can always restart Live location if you accidentally end it. - Next, click “Start live location” to enable it.
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After Live location is enabled, the following notification will appear. Then, click “OK”.
The information above states:
- Keep your location set to ‘Always’ to keep the Live location feature enabled.
- Tracking will stop when you click “End live location”.
- Make sure you have a stable internet connection. -
To start tracking, click the “Start live location” button again.
- Here, you can optionally add a Photo and Note while Live location is active or while you are checked in.
- If the Note and Photo fields were previously set as required, you must fill in or upload both of them first. An asterisk (*) next to the Note and Photo fields indicates that they are required.
- The following shows how to fill in the Note field:
- The following shows the screen after you have taken a live attendance photo.
- The following shows the screen after the Note and Photo fields have been completed. - You will then be directed to the Live location detail page. Click “See all” to view your attendance records.
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Next, you can view the details of your attendance records through the following Live Location log. Click this button to view the details of each location movement.
If you want to view detailed attendance history for a specific time, click the calendar icon as shown below.
- You can then track each location movement through the following Location detail page.
B. How to End Live Location
Follow these steps to end Live location.
- On the Live location detail page, click “End live location”.
- Then click “End live location” again as shown below.
- Your Live location status has now ended.
That is how to manage the Live location feature on CRM Mobile.