Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
January 3, 2020 | Call Received from Client | Prashant Roul | 9930311221 | Teena Jhinjhoter | 022-28090939 | For Top of Loan, Also send last 3 years Challan Copy | Teena Jhinjhoter | Teena Jhinjhoter | View Details | For Top of Loan, Also send last 3 years Challan Copy | |||||
January 13, 2020 | Call Received from Client | Annpurnatraders | 9834929469 | Prasad | 9834929469 | Sonu Roy | 9819540930 | want to talk to Sonu Roy for GSR-1 | Teena Jhinjhoter | Sonu Roy | View Details | want to talk to Sonu Roy for GSR-1 | |||
January 28, 2020 | Call made to client - but unsuccessful | MAVVRIC VENTURES PRIVATE LIMITED | 9819836665 | Manish Aher | 9819836665 | Teena Jhinjhoter | 9702121414 | GSTR-1 Details Please Send Data for GSTR-1 & Annual Return from May 2019 To Dec 2019 (already emailed) and please Conform that you will be available Tomorrow at 10 a.m | Teena Jhinjhoter | Sonu Roy | View Details | GSTR-1 Details Please Send Data for GSTR-1 & Annual Return from May 2019 To Dec 2019 (already emailed) and please Conform that you will be available Tomorrow at 10 a.m | |||
February 12, 2020 | Call Received from Client | John | 9773180870 | Fedora Fernandes | 9819540930 | Document send by courier and for Accounting Consultation | Teena Jhinjhoter | Fedora Fernandes | View Details | Document send by courier and for Accounting Consultation | |||||
March 3, 2020 | Call Received from Client | Jeetu | 9930002441 | Sonu Roy | 9819540930 | Notice copy is already sent on Email please check and Revert | Teena Jhinjhoter | Sonu Roy | View Details | Notice copy is already sent on Email please check and Revert | |||||
March 5, 2020 | Call Received from Client | Adesh | 9594955505 | Sonu Roy | 022-28090939 | Visit in IT Department | Teena Jhinjhoter | Sonu Roy | View Details | Visit in IT Department | |||||
May 6, 2019 | lancy saldanha | 8779296529 | Pooja Parmani | 9819540930 | GST | Teena Jhinjhoter | View Details | GST | |||||||
May 30, 2019 | Call Received from Client | Diwakar Kathane | 0226699423 | Arvind V Estibeiro | 9702121414 | ITR AY 19-20 | Teena Jhinjhoter | View Details | ITR AY 19-20 | ||||||
June 7, 2019 | Call Received from Client | Lachmi Gidwani | 9820930594 | Lavina | Pooja Parmani | 9819540930 | ITR AY 19-20 | Teena Jhinjhoter | View Details | ITR AY 19-20 | |||||
June 24, 2019 | Visitor in Office | Marry Abraham | 9821863774 | Marry | Arvind V Estibeiro | ITR AY 19-20 | Teena Jhinjhoter | View Details | ITR AY 19-20 | ||||||
June 29, 2019 | Call Received from Client | Ravi Chainani | 9619861447 | Ravi | Arvind V Estibeiro | 9819540930 | MF investment | Teena Jhinjhoter | View Details | MF investment | |||||
July 3, 2019 | Call Received from Client | Harvindersingh Khurana | 9819025313 | HS khurana | Arvind V Estibeiro | 022-28090939 | Want consultation on GST for her Daughter | Teena Jhinjhoter | View Details | Want consultation on GST for her Daughter | |||||
August 26, 2019 | Call made to client - but unsuccessful | Chetan Sharma | 9849068747 | Chetan | Teena Jhinjhoter | 9702121414 | Teena Jhinjhoter | View Details | |||||||
September 27, 2019 | Call Received from Client | Satish Patel | Satish Patel | 9820525189 | Sonu Roy | 022-28090939 | Update of GST Return | Teena Jhinjhoter | Sonu Roy | View Details | Update of GST Return | ||||
October 22, 2019 | Call made to client - but unsuccessful | Nirav Ramaiya | 9029088995 | Nirav Ramaiya | 9029088995 | Teena Jhinjhoter | 022-35952679 | Please send us document for Digital Signature Application | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Please send us document for Digital Signature Application | |||
October 31, 2019 | Visitor in Office | Colonel Guard Force | Sangarm More | 8451848861 | Pooja Parmani | Finalization of Accounts AY 19-20 | Teena Jhinjhoter | Pooja Parmani | View Details | Finalization of Accounts AY 19-20 | |||||
November 5, 2019 | Call made to client - but unsuccessful | Renuka Joshi | 8080891999 | Renuka | 8080891999 | Teena Jhinjhoter | 022-35952679 | Teena Jhinjhoter | Teena Jhinjhoter | View Details | |||||
November 22, 2019 | Call Received from Client | Rajpal valmiki | 9821407736 | Rajpal | 8850922909 | Sonu Roy | 9819540939 | Till refund not received | Teena Jhinjhoter | Sonu Roy | View Details | Till refund not received | |||
December 4, 2019 | Call Received from Client | suresh shinde | 9819083619 | Suresh | 9819083619 | Sonu Roy | 9819540930 | till now Refund not Received , please check my Return status online | Teena Jhinjhoter | Sonu Roy | View Details | till now Refund not Received , please check my Return status online | |||
December 10, 2019 | Call Received from Client | Vinit Kumar Gupta Agent Vendor | 7977227580 | Vinit | 7977227580 | Teena Jhinjhoter | 022-35952679 | Update of Loan case | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Update of Loan case | |||
December 14, 2019 | Call Received from Client | Harsha Chandiramani | Harsha | 8369221188 | Pooja Parmani | 9819540930 | Haresh Wadhwani's Document send on last Email please check | Teena Jhinjhoter | Pooja Parmani | View Details | Haresh Wadhwani's Document send on last Email please check | ||||
January 13, 2020 | Visitor in Office | Naresh Pandit | 9820604321 | Sonu Roy | To Submit Chq of Dec 2019 | Teena Jhinjhoter | Sonu Roy | View Details | To Submit Chq of Dec 2019 | ||||||
January 23, 2020 | Call Received from Client | Manish Aher | 9819836665 | Sonu Roy | 022-28090939 | Please Send ITR -V & Computation AY 19-20 (for Car Loan) | Teena Jhinjhoter | Sonu Roy | View Details | Please Send ITR -V & Computation AY 19-20 (for Car Loan) | |||||
February 10, 2020 | Call Received from Client | Aarti | 9419670254 | Pooja Parmani | 9819540930 | Notice Received from Income tax and same forwarded to you on email please check and update me | Teena Jhinjhoter | Pooja Parmani | View Details | Notice Received from Income tax and same forwarded to you on email please check and update me | |||||
March 3, 2020 | Call Received from Client | Classic Group | 9594955505 | Sonu Roy | 9819540930 | Refund re-issue of AY 18-19 of Kriti Gupta & Classic Mercantile LLP | Teena Jhinjhoter | Sonu Roy | View Details | Refund re-issue of AY 18-19 of Kriti Gupta & Classic Mercantile LLP | |||||
Entry Date | Select | Client Name | Client Mobile No | Representative name | Rep Mobile No. | Staff Wanted | Our Phone No. | Work Type | Reference | Entry by | Workflow Assigned to | Call Status | Staff Response | Workflow Detail Link | Regarding (Work Type) |