# e-office User Manual ## e-office User Manual - [Overview](https://eohelp.weaver.com.co/overview.md) - [Chinese Online User Manual](https://eohelp.weaver.com.co/overview/chinese-online-user-manual.md) - [e-Office Training Video](https://eohelp.weaver.com.co/overview/e-office-training-video.md): Step-by-step to learn how to digitalise your business process via workflow designer, create new workflow application with powerful App Studio - [Server](https://eohelp.weaver.com.co/server.md) - [1 Preparation](https://eohelp.weaver.com.co/server/1-preparation.md) - [2 Installation](https://eohelp.weaver.com.co/server/2-installation.md) - [3 License](https://eohelp.weaver.com.co/server/3-license.md) - [4 FAQ](https://eohelp.weaver.com.co/server/4-faq.md) - [5 Service Management Platform](https://eohelp.weaver.com.co/server/5-service-management-platform.md) - [Mobile APP](https://eohelp.weaver.com.co/mobile-app.md) - [1 Preparation](https://eohelp.weaver.com.co/mobile-app/1-preparation.md) - [2 Installation](https://eohelp.weaver.com.co/mobile-app/2-installation.md) - [3 Configuration](https://eohelp.weaver.com.co/mobile-app/3-configuration.md) - [Quick Start Guideline](https://eohelp.weaver.com.co/quick-start-guideline.md) - [Design a new workflow](https://eohelp.weaver.com.co/design-a-new-workflow.md) - [1 New Form - Leave Application](https://eohelp.weaver.com.co/design-a-new-workflow/1-new-form-leave-application.md) - [2 New workflow-Leave Application](https://eohelp.weaver.com.co/design-a-new-workflow/2-new-workflow-leave-application.md) - [3 Initialize new leave application](https://eohelp.weaver.com.co/design-a-new-workflow/3-initialize-new-leave-application.md) - [4 Regular Expressions(Regex) in Field validation](https://eohelp.weaver.com.co/design-a-new-workflow/4-regular-expressions-regex-in-field-validation.md) - [App Studio - New Application](https://eohelp.weaver.com.co/app-studio-new-application.md) - [1 New application - Customer Management](https://eohelp.weaver.com.co/app-studio-new-application/1-new-application-customer-management.md) - [2 Approval flow](https://eohelp.weaver.com.co/app-studio-new-application/2-approval-flow.md) - [3 User Menu](https://eohelp.weaver.com.co/app-studio-new-application/3-user-menu.md) - [4 All the controls](https://eohelp.weaver.com.co/app-studio-new-application/4-all-the-controls.md) - [Open API](https://eohelp.weaver.com.co/open-api.md) - [1 Overview](https://eohelp.weaver.com.co/open-api/1-overview.md) - [2 Attachment](https://eohelp.weaver.com.co/open-api/2-attachment.md) - [3 User Management](https://eohelp.weaver.com.co/open-api/3-user-management.md) - [Customisation](https://eohelp.weaver.com.co/customisation.md) - [Expense](https://eohelp.weaver.com.co/expense.md) - [My expenses](https://eohelp.weaver.com.co/expense/my-expenses.md) - [Expense List](https://eohelp.weaver.com.co/expense/expense-list.md) - [Enter expense](https://eohelp.weaver.com.co/expense/enter-expense.md): Create Expense Entry - [Budget Statistics](https://eohelp.weaver.com.co/expense/budget-statistics.md) - [Setting](https://eohelp.weaver.com.co/expense/setting.md) - [Budget](https://eohelp.weaver.com.co/expense/setting/budget.md) - [Permission](https://eohelp.weaver.com.co/expense/setting/permission.md) - [Expense List](https://eohelp.weaver.com.co/expense/setting/permission/expense-list.md) - [Budget Statistics](https://eohelp.weaver.com.co/expense/setting/permission/budget-statistics.md) - [Expense Category](https://eohelp.weaver.com.co/expense/setting/permission/expense-category.md) - [Basic Settings](https://eohelp.weaver.com.co/expense/setting/basic-settings.md) - [Expense category](https://eohelp.weaver.com.co/expense/setting/expense-category.md) - [Expense Report](https://eohelp.weaver.com.co/expense/expense-report.md) - [Project](https://eohelp.weaver.com.co/project.md) - [My project](https://eohelp.weaver.com.co/project/my-project.md) - [Project Details](https://eohelp.weaver.com.co/project/my-project/project-details.md) - [New project](https://eohelp.weaver.com.co/project/new-project.md) - [Project Task](https://eohelp.weaver.com.co/project/project-task.md) - [Report Management](https://eohelp.weaver.com.co/project/report-management.md) - [Settings](https://eohelp.weaver.com.co/project/settings.md) - [CRM](https://eohelp.weaver.com.co/crm.md) - [CRM Homepage](https://eohelp.weaver.com.co/crm/crm-homepage.md): The Customer Homepage is activated by utilizing the same portal functions as the OA Homepage. It functions as a KANBAN, allowing users to engage with a business, access resources, services, and inform - [New Customer](https://eohelp.weaver.com.co/crm/new-customer.md) - [Details](https://eohelp.weaver.com.co/crm/details.md) - [Customer List](https://eohelp.weaver.com.co/crm/details/customer-list.md) - [List Data](https://eohelp.weaver.com.co/crm/details/customer-list/list-data.md) - [Data Operation](https://eohelp.weaver.com.co/crm/details/customer-list/data-operation.md) - [Customer Detail](https://eohelp.weaver.com.co/crm/details/customer-list/customer-detail.md) - [Contact](https://eohelp.weaver.com.co/crm/details/contact.md) - [Contact Log](https://eohelp.weaver.com.co/crm/details/contact-log.md): Kindly complete the customer's contact before proceeding to create the contact log. - [Opportunity](https://eohelp.weaver.com.co/crm/details/opportunity.md) - [Sales Record](https://eohelp.weaver.com.co/crm/details/sales-record.md): Kindly complete the product data before proceeding to create the Sales Record data. - [Contracts](https://eohelp.weaver.com.co/crm/details/contracts.md) - [Customer Pool](https://eohelp.weaver.com.co/crm/details/customer-pool.md): Customer Pool is a shared library of customer information within our company. It allows all related personnel to collect and share important details about customers in one accessible place. - [Pools I Managed](https://eohelp.weaver.com.co/crm/details/customer-pool/pools-i-managed.md) - [Pools I Joined](https://eohelp.weaver.com.co/crm/details/customer-pool/pools-i-joined.md) - [Pool Configuration](https://eohelp.weaver.com.co/crm/details/customer-pool/pool-configuration.md) - [Suppliers](https://eohelp.weaver.com.co/crm/suppliers.md) - [Product](https://eohelp.weaver.com.co/crm/product.md): Kindly complete the supplier data before proceeding to create the product data. - [More](https://eohelp.weaver.com.co/crm/more.md) - [Import/Export](https://eohelp.weaver.com.co/crm/more/import-export.md) - [Transfer](https://eohelp.weaver.com.co/crm/more/transfer.md): Purpose: Allocation by customer service representative or allocation by account manager to batch-assign a new account executive, customer service representative, and share with other users. - [Merge](https://eohelp.weaver.com.co/crm/more/merge.md): Purpose: to merge multiple customers into a single customer - [Recycle Bin](https://eohelp.weaver.com.co/crm/more/recycle-bin.md) - [Request to access](https://eohelp.weaver.com.co/crm/more/request-to-access.md) - [Permission Approval](https://eohelp.weaver.com.co/crm/more/permission-approval.md) - [Customer Report](https://eohelp.weaver.com.co/crm/customer-report.md): Purpose: To provide statistics on the customer data available to the current user through pie charts and bar charts based on various customer attributes. - [Settings](https://eohelp.weaver.com.co/crm/settings.md) - [Field Settings](https://eohelp.weaver.com.co/crm/settings/field-settings.md): Purpose: Give users greater control over the default fields and data on CRM pages, enabling more flexibility as a low-code platform. - [Homepage Configuration](https://eohelp.weaver.com.co/crm/settings/homepage-configuration.md) - [Pool Configuration](https://eohelp.weaver.com.co/crm/settings/pool-configuration.md) - [Permission Setting](https://eohelp.weaver.com.co/crm/settings/permission-setting.md) - [Related Business Setting](https://eohelp.weaver.com.co/crm/settings/related-business-setting.md) - [Assets](https://eohelp.weaver.com.co/assets.md) - [New asset](https://eohelp.weaver.com.co/assets/new-asset.md) - [Application for use ~ WIP](https://eohelp.weaver.com.co/assets/application-for-use-wip.md): Asset Application for Borrow/Use - [Application for approval](https://eohelp.weaver.com.co/assets/application-for-approval.md): Application Review - [Changes](https://eohelp.weaver.com.co/assets/changes.md) - [Maintenance](https://eohelp.weaver.com.co/assets/maintenance.md) - [Asset inventory ~ WIP](https://eohelp.weaver.com.co/assets/asset-inventory-wip.md) - [Return of assets ~ WIP](https://eohelp.weaver.com.co/assets/return-of-assets-wip.md) - [Analysis ~ WIP](https://eohelp.weaver.com.co/assets/analysis-wip.md) - [Settings ~ WIP](https://eohelp.weaver.com.co/assets/settings-wip.md) - [Leave](https://eohelp.weaver.com.co/leave.md) - [My Leave](https://eohelp.weaver.com.co/leave/my-leave.md) - [Leave List](https://eohelp.weaver.com.co/leave/leave-list.md) - [Leave Type](https://eohelp.weaver.com.co/leave/leave-type.md) - [Leave Setting](https://eohelp.weaver.com.co/leave/leave-setting.md) - [Attendance ~ WIP](https://eohelp.weaver.com.co/attendance-wip.md)