OfficeCentral CRM

Are they able to see others sales person’s sales info?
For "Yes" answer : If sales person is make their own sales in "Overall" section. other sales person can see their sales. For &...
Fri, 8 Jan, 2021 at 10:25 AM
Is CRM important to implement in a company/business and why?
Answer : Of course CRM is important to be implemented in a business. Can you imagine a business without any customer?  Reason : The CRM platform is a mo...
Fri, 15 Jan, 2021 at 5:10 PM
What are the differences of CRM and Accounting modules?
Answer :  CRM ACCOUNTING Made for sales team. Made for accountant A person can be our potential customer or existing customer. Only r...
Fri, 15 Jan, 2021 at 5:18 PM
In what situations do we use CRM instead of Accounting?
Answer : Inside accounting we cant create quotation so we should use CRM instead. Also we use CRM to keep customer detailed information.   For more info...
Fri, 15 Jan, 2021 at 5:49 PM
How to group customers by group like tuition center, there are students who take specific subject & whole subject although intake is different.
1. You can categorize the student based on their subjects and Intake at CRM > Contact Book > Group > Add New. Example: Bahasa Melayu Batch 1 Ja...
Fri, 15 Jan, 2021 at 6:03 PM
Does OC's CRM module provide analytical functionalities? And how do we use them?
1.If you want to see the reports by sales projection can be find at CRM > Dashboard > Sales Summary. 2.If you want to see based on Invoicing ...
Fri, 15 Jan, 2021 at 6:13 PM
Can the system add the inventories in bulk ?
Answer : For now OfficeCentral system does not provide that method. This system not been able to perform Bulk Add in inventory because this system follows p...
Tue, 19 Jan, 2021 at 11:58 AM
Can this system auto adding non existing pricebook when create new inventory?
Answer : Regarding to this issue, OfficeCentral system will not auto generate automatically for the inventories that does not have existing pricebook. Users...
Tue, 19 Jan, 2021 at 12:56 PM
Can this system delete item in bulk?
Answer : Regarding this problem, OfficeCentral has not been able to perform Bulk Delete In Inventory because this     system does not yet have this feature....
Tue, 19 Jan, 2021 at 1:48 PM
What are the different between Pricebook and Inventory?
Different between Pricebook and Inventory : Pricebook Inventory Users have to key in the item, product or services that company sells to their c...
Tue, 19 Jan, 2021 at 1:52 PM