Description

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