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

Go to Contacts > View List
Click Add New Contact.
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)
Email	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

Click Save.

⚠️ Important Notes:

Ensure email and phone are accurate for communication
Multiple contacts can be added under one account
Contacts will be used in financial transactions

How to View Contact Details

From Contacts list, click Details next to the contact.
You can see full contact info including email, phone, position, and tags.

How to Edit a Contact

From Contacts list, click Edit next to the contact.
Update required information.
Click Save.

How to Delete a Contact

From Contacts list, click Delete next to the contact.
Confirm deletion.

⚠️ Important Notes:

Deleted contacts cannot be recovered

ONLINE ONBOARDING

Step 1: Global Configuration

Step 2: HRMS

Step 3: Payroll

Step 4: Accounting

Step 5: Pricebook

Step 6: CRM

Step 7: POS

Step 8: System Enhancements (Optional)

Global Configuration

HRMS

PAYROLL

CRM

ACCOUNTING

Step 9: OC Lite Beginner Certification

How to Manage Contacts