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 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
