Note:This Module is for Perfex CRM
Brief Description
“ Export Customer Details (KYC Compliance) ”, this module can be use in Perfex CRM to add extra features for clients management.
- You can map uploaded client files as KYC and save that details, so you can easily print or download PDF of Client details with their KYC files.
- This module can be used to map list of services given to client by using Items as a service.
Added advantage:
- Client Matrix – Generate detailed KYC form of your client & Map service/Item.
- Manage Your client details linked with custom field.
- Map KYC documents with client (image upload).
- Download/Print in pre-define form with your logo, client logo/picture.
- Set custom heading & font colour to match your logo.
- Map Client & Service vice a versa.
- Export Client Services Report.
- Apply your custom setting to KYC form
Documentation
It takes only a few seconds to be installed and activated. Documentation is included.
If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.
Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use ” Export Customer Details” module in minutes.
Demo
View Demo
UserName : demo_kyc@demo.com
Password: 12345678
Change Logs
Version 1.0.4
- Perfex CRM Version 3.0 UI compatibility issue solved.
Version 1.0.3
Fixed some Service Report Loading issues.
Version 1.0.2
Fixed some Service Report issues.
Version 1.0.1
Fixed Design issues.
