A step-by-step guide to operate business better with OCLite
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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 Phone Calls
This guide explains how to add, view, edit, and delete phone calls in CRM.
Phone Calls help you track communication history with leads, and contacts for better follow-up and record keeping.
? Where to Access CRM
Where to Access This Function
On the Phone Calls View List page, you will see:
| No. | Function | Description |
|---|---|---|
| 1 | Add | Create a new phone call record |
| 2 | Edit | Update phone call details |
| 3 | Delete | Remove a phone call record |
| 4 | Details | View full phone call information |
Use the screenshot below to locate these buttons.
How to Add New Phone Call
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Go to Phone Calls > View List
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Click Add New Phone Call
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Fill in the required information below:
1. Contact
| Field | Description |
|---|---|
| Contact * | Select contact (PIC) |
| Add New Contact | Add contact if not available |
2. Report
| Field | Description |
|---|---|
| Call Summary / Problem Description | Brief summary of the call or issue |
| Notes / Cause of the Problems | Details or root cause |
| Action Taken / Solution Given | Action taken or solution provided |
3. Call Information
| No. | Field | Description |
|---|---|---|
| 1 | Date Time Call * | Date and time of the call |
| 2 | Type * | Inbound / Outbound |
| 3 | Category * | Main call category. To add more phone call categories, please refer CRM Configurations – Phone Call Categories |
| 4 | Sub-Category * | More specific classification. To add more phone call categories, please refer CRM Configurations – Phone Call Categories |
| 5 | Assigned To * | Staff responsible for the call |
| 6 | Status * | Call status (e.g., Open, Closed) |
4. Click Save Form after completing required fields (*).
How to View Phone Call Details
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Go to Phone Calls > View List
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Click Details next to the phone call summary
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Review:
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Call information
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Contact / PIC
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Call Summary / Problem Description
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Notes / Cause of the Problems
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Action Taken / Solution or Guide Given
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Status
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How to Edit Phone Call
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Go to Phone Calls > View List
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Click Edit next to the phone call summary
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Update necessary details
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Click Save Form
How to Delete Phone Call
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Go to Phone Calls > View List
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Click Delete next to the phone call summary
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Confirm deletion
⚠️ Deleted records cannot be recovered.