ONLINE ONBOARDING
Step-by-step tutorials to help you get started with OCLite faster.
Step 1: Global Configuration
Step 2: HRMS
1. HRMS Configurations – Manage Department
2. HRMS Configurations – Manage Designation
3. HRMS Configurations – Manage Job Classifications
4. Staff Management – How to Add New Staff?
5. Staff Management – How to Edit Staff’s Information?
6. Leave Setup – Step 1: Define Leave Types
7. Leave Setup – Step 2: Leave Entitlement Defaults
Step 3: Payroll
Step 4: Accounting
1. Accounting Configurations – Wizards
2. Accounting Configurations – Accounting Period
3. Understanding Chart of Accounts
4. How to Create and Manage Customer (Debtor)
5. How to Create and Manage Invoice
6. How to Create and Manage Receipt (Receive Payment)
7. How to Create and Manage Credit Note
8. How to Create and Manage Debit Note
9. How to Create and Manage Supplier (Creditor)
10. How to Create and Manage Receive Invoice
11. How to Create and Manage Self-Billed Invoice
12. How to Create and Manage Payment (Issue Payment / Payment Voucher)
13. How to Create and Manage Received Credit Note
Step 5: Pricebook
Step 6: CRM
Step 7: POS
Step 8: System Enhancements (Optional)
Global Configuration
1. How Do I Change My Username, Email, or Password?
2. How to Set Reports Template?
4. What Should I Do If I Forgot My Password?
HRMS
1. HRMS Configurations – Manage Approvers
2. Staff Management – Resign, Deactivate, Suspend & Unassign
PAYROLL
1. Manage Adjustments – Adjustment Purposes
2. Manage Adjustments – Add Adjustment Individually
CRM
1. Contact Book Overview (Leads, Accounts and Contacts)
3. Financial Transactions Overview
ACCOUNTING
Step 9: OC Lite Beginner Certification
Complete all onboarding modules to unlock and download your Beginner Digital Certificate.
How to Manage Meeting
This guide explains how to create, view, edit, and delete meetings in CRM.
Meetings help you track discussions, appointments, and follow-ups with leads, accounts, or contacts.
? Where to Access CRM
Where to Access This Function
On the Meetings > View List page, you will see:
| No. | Function | Description |
|---|---|---|
| 1 | Add | Create a new meeting |
| 2 | Edit | Update selected meeting details |
| 3 | Delete | Remove a meeting |
| 4 | Details | View full meeting information |
Use the screenshot below to locate the buttons.
How to Add New Meeting
- Go to Meetings > View List
- Click Add at the top right of the page
- Fill in the required information below:
1. Meeting Information
| No. | Field | Description |
|---|---|---|
| 1 | Meeting Name * | Title of the meeting |
| 2 | Description | Brief details about the meeting |
| 3 | Category * | Select meeting category (e.g., Project Meeting). For additional meeting category options, please refer to CRM Configurations – Meeting Categories. |
| 4 | Create Meeting for Others | Tick if you are creating the meeting for another staff (you will not attend) |
2. Meeting Details
| No. | Field | Description |
|---|---|---|
| 1 | Start Date * | Meeting start date and time |
| 2 | End Date * | Meeting end date and time |
| 3 | Location * | Meeting location (physical or online). You can include the online meeting link here if the meeting is held virtually. |
| 4 | Report | Meeting outcome or summary (can be filled after meeting) |
3. Contact Details
| Field | Description |
|---|---|
| Contact * | Link meeting to contact (PIC) or account. If a meeting is held for a lead, the lead must first be converted into an account. |
4. Invites
| Field | Description |
|---|---|
| Staff | List of staffs is retrieved from HRMS – Staff |
5. Meeting Attachment
| Field | Description |
|---|---|
| Pictures | Upload images related to the meeting |
| Caption | Description for each image |
4. Click Save Form after completing all required fields (*).
View Meeting Details
-
Go to Meetings > View List
-
Click Details next to the meeting
-
You can review:
-
Meeting information
-
Contact / PIC details
-
Report
-
Attachments
-
Location
-
Date & Time
-
How to Edit Meeting
- Go to Meetings > View List
-
Click Edit next to the meeting
-
You can update the following fields only:
| No. | Field | Description |
|---|---|---|
| 1 | Meeting Name | Update meeting title |
| 2 | Start Date | Change meeting start date/time |
| 3 | End Date | Change meeting end date/time |
| 4 | Description | Update meeting details |
| 5 | Location | Change meeting location |
-
Click Save Form
How to Delete Meeting
- Go to Meetings > View List
-
Click Delete next to the meeting
-
Confirm deletion
⚠️ Deleted meetings cannot be recovered.
? Notifications & Visibility
| Feature | Explanation |
|---|---|
| Dashboard Calendar | Upcoming meetings will appear in the Dashboard Calendar |
| Email Invitation | Participants will receive meeting invitations via email |
| Email Requirement | Email will only be sent if the contact has a valid email in the system. |
Dashboard Calendar
