A step-by-step guide to operate business better with OCLite
ONLINE ONBOARDING
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Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Register and Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage/Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 How to Create and Manage Customer (Debtor)
3.1 How to Create and Manage Invoice
3.2 How to Create and Manage Receipt (Receive Payment)
3.3 How to Create and Manage Credit Note
3.4 How to Create and Manage Debit Note
4.0 How to Create and Manage Supplier (Creditor)
4.1 How to Create and Manage Receive Invoice
4.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note
How to Manage Contacts
Contacts are linked to an Account and represent individuals from the company / organization who handle communications, transactions, or follow-ups.
How Contacts Are Created
Contacts (PICs) can be created in multiple ways:
| Method | Explanation | Remarks |
|---|---|---|
| Add Manually in Contact Book | Manually add a new contact without linking to an account | See 3.3 How to Manage Contacts |
| Add via Account (PIC) | Add a Person-In-Charge (PIC) directly under an Account | Contacts added here will also appear in the main Contact Book list. Each account can have unlimited PICs/contacts |
? Where to Access CRM
Where to Access Functions
- Go to CRM > Contacts > View List
- Pn the Contacts tab, you will see the following functions:
| No. | Function | Description |
|---|---|---|
| 1 | Add New Contact | Add a new contact (PIC) under the account |
| 2 | Details | View full information of the contact |
| 3 | Edit | Update contact information |
| 4 | Delete | Remove contact from the account and list |
| 5 | Add Call Summary | User can take note call summary. The call summary will be recorded in Communications > Phone Calls |
Use the screenshot below to locate these buttons.
How to Add a New Contact
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Go to Contacts > View List
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Click Add New Contact.
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Fill in the required fields:
| Field | Description |
|---|---|
| Account * | Users can only select an existing account. If the account, organization, or company doesn’t exist, they must create one first. |
| Title | Mr, Mrs, Madam, Dato’, etc. |
| Contact Name * | Contact’s first name |
| Contact Last Name * | Contact’s last name |
| Phone | Include country code (e.g., 60) |
| Mobile | Include country code (optional) |
| Contact email | |
| Position | Optional role or job title |
| Tags | Optional labels for grouping |
| Identification Number | Optional |
| Date of Birth | Optional |
| Date of Anniversary | Optional |
| Religion | Optional |
| Race | Optional |
| Gender | Male or Female |
| Social Media Information | Optional |
| Address Information | Recommended |
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Click Save.
⚠️ Important Notes:
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Ensure email and phone are accurate for communication
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Multiple contacts can be added under one account
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Contacts will be used in financial transactions
How to View Contact Details
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From Contacts list, click Details next to the contact.
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You can see full contact info including email, phone, position, and tags.
How to Edit a Contact
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From Contacts list, click Edit next to the contact.
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Update required information.
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Click Save.
How to Delete a Contact
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From Contacts list, click Delete next to the contact.
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Confirm deletion.
⚠️ Important Notes:
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Deleted contacts cannot be recovered