- Short Description
- Export customer details for KYC compliance with PERFEX CRM. Easily manage client files, map services, generate detailed KYC forms, and customize reports. Quick installation included; no coding required.
“ 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.
