OfficeCentral CRM
An Account represents a company / organization / individual (e.g., customer, supplier, partner) and is required to perform financial transactions such as qu...
Wed, 18 Mar, 2026 at 1:16 PM
This guide explains how to reassign account to another user in OfficeCentral. Assigning accounts helps ensure the right salesperson or team member is respon...
Wed, 18 Mar, 2026 at 11:53 AM
Contacts are linked to an Account and represent individuals from the company / organization who handle communications, transactions, or follow-ups. How Co...
Wed, 18 Mar, 2026 at 2:15 PM
This guide provides a complete overview of the financial transaction flow in CRM, from quotation to payment collection. It helps users understand: The c...
Thu, 19 Mar, 2026 at 10:33 AM
This guide explains how to create, edit, delete, and finalize quotations in CRM. A Quotation is used to provide pricing details to customers before confirm...
Thu, 19 Mar, 2026 at 1:11 PM
This guide explains how to create, edit, delete, and finalize Order Acceptance in CRM. An Order Acceptance is equivalent to Purchase order which it confirm...
Thu, 19 Mar, 2026 at 3:19 PM
This guide explains how to create, edit, delete, and finalize Delivery Order in CRM. A Delivery Order (DO) tracks the physical delivery of goods to the ...
Thu, 19 Mar, 2026 at 4:14 PM
This guide explains how to create, edit, delete, and finalize Invoices in CRM. An invoice is used to bill customers and represents a financial transactio...
Tue, 24 Mar, 2026 at 5:36 PM
This guide explains how to create, edit, delete, and finalize Receipt in CRM. A receipt is used to record payment received from customers and is the fin...
Tue, 24 Mar, 2026 at 5:36 PM
This guide explains how to create, view, edit, and delete meetings in CRM. Meetings help you track discussions, appointments, and follow-ups with leads,...
Wed, 25 Mar, 2026 at 10:36 AM