- Short Description
- Where is the place to Download and Discuss Export Customer Details (KYC Compliance) Module for Perfex CRM 1.0.3? The answer is here. It is zip Extention type and 1.5 MB File size. From The Content have 1 Description Attachments, 1 discussion, 160 Views on NullPro.
“ 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.
- 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
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.