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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
November 5, 2020 | Call Received from Client | Abhirup Majumdar | 7719910934 | Ankita Majumdar | 7719910934 | Sonu Roy | 9702011179 | property tax receipt for ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | property tax receipt for ITR AY 20-21 | |||
November 5, 2020 | Call Received from Client | Abhirup Majumdar | 7719910934 | Ankita Majumdar | 7719910934 | Sonu Roy | 9702011179 | property tax receipt for ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | property tax receipt for ITR AY 20-21 | |||
July 2, 2022 | Call made to client - but unsuccessful | ankita paresh | 9866316484 | Ankita paresh | 9866316484 | Sonali Choudhary | 022-48900450 | For income tax login password and advance payment for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | For income tax login password and advance payment for ITR AY 22-23 | |||
July 10, 2019 | Call made to client - but unsuccessful | Chandarmita Kaushal | 9869118029 | ankush kaushal | Arvind V Estibeiro | 8779107609 | Your Phones are unreachable. Please provide new numbers if numbers changed We tried calling on 9969322580/9869118029 | Jeeva Mani | View Details | Your Phones are unreachable. Please provide new numbers if numbers changed We tried calling on 9969322580/9869118029 | |||||
August 19, 2020 | Call made to client - but unsuccessful | Ankush Kaushal | 9969322580 | Ankush Kaushal | 9969322580 | Sonu Roy | 9702121414 | Review Send Please Check and Conform To filed | Sonali Choudhary | Sonu Roy | View Details | Review Send Please Check and Conform To filed | |||
August 24, 2020 | Call made to client - but unsuccessful | Ankush Kaushal | 9969322580 | Ankush Kaushal | 9969322580 | Sonu Roy | 9819540930 | Review Send Please Check and Conform to upload the return | Sonali Choudhary | Sonu Roy | View Details | Review Send Please Check and Conform to upload the return | |||
August 17, 2019 | Call made to client - but unsuccessful | Anmol Bahl | 7021970511 | ANMOL BAHL | Jeeva Mani | 9819540930 | Jeeva Mani | View Details | |||||||
August 14, 2020 | Call made to client - but unsuccessful | Anmol Bahl | 7021970511 | Anmol Bahl | 7021970511 | Aysha khan | 9702121414 | E-verification of ITR AY 20-21 | Aysha khan | Aysha khan | View Details | E-verification of ITR AY 20-21 | |||
August 17, 2020 | Call made to client - but unsuccessful | Anmol Bahl | 7021970511 | Anmol bahl | 7021970511 | Aysha khan | 9819540930 | E-verification of ITR AY 20-21 | Aysha khan | Aysha khan | View Details | E-verification of ITR AY 20-21 | |||
December 28, 2020 | Call Received from Client | Anna Fernandes | 9821583500 | ANNA FENANDES | 9821583500 | Sonali Choudhary | 9702121414 | Please confirm which document required ITR AY 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Please confirm which document required ITR AY 20-21 | |||
August 22, 2022 | Call made to client - but unsuccessful | Anna Fernandes | 9821583500 | Anna Fernandes | 9821583500 | Sonali Choudhary | 022-48900450 | Advance payment for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | Advance payment for ITR AY 22-23 | |||
March 17, 2020 | Call Received from Client | Annapurna Trader | 9834929469 | Sonu Roy | 022-35952679 | PT Registration | Jebas Nadar | Sonu Roy | View Details | PT Registration | |||||
September 13, 2019 | Call Received from Client | Annpurnatraders | 9834929469 | annapurna traders | 9834929469 | Arvind V Estibeiro | 9702121414 | GST 3B AND GST R1 Q4 | Jeeva Mani | 20 | View Details | GST 3B AND GST R1 Q4 | |||
October 22, 2019 | Call Received from Client | Annpurnatraders | 9834929469 | annapurna traders | 9834929469 | Sonu Roy | 9702121414 | GSTR-1 FY 19-20 | Jeeva Mani | Sonu Roy | View Details | GSTR-1 FY 19-20 | |||
January 20, 2020 | Call Received from Client | AS Prasad | 9920843112 | Annapurna Traders | 9920843112 | Sonu Roy | 9819540939 | The number will be switched off after 6pm on which OTP will go for filing return | Aysha khan | Sonu Roy | View Details | The number will be switched off after 6pm on which OTP will go for filing return | |||
January 31, 2020 | Call Received from Client | Annpurnatraders | 9834929469 | annapurna traders | 9834929469 | Sonu Roy | 9819540930 | Asking about GSTR-9 | Jeeva Mani | Sonu Roy | View Details | Asking about GSTR-9 | |||
March 9, 2020 | Call made to client - but unsuccessful | Annpurnatraders | 9834929469 | ANNAPURNA TRADERS | 9834929469 | Jeeva Mani | 9819540930 | PTEC Registration | Jeeva Mani | Jeeva Mani | View Details | PTEC Registration | |||
January 13, 2020 | Call Received from Client | Annpurnatraders | 9834929469 | Annapurnatraders | 9834929469 | Sonu Roy | 9819540930 | GSTR-1 | manoranjitha Soundra | Sonu Roy | View Details | GSTR-1 | |||
August 30, 2019 | Call made to client - but unsuccessful | Annie Jacob | 9769492959 | ANNIE JACOB | Jeeva Mani | 9702121414 | Jeeva Mani | View Details | |||||||
January 25, 2020 | Call Received from Client | ANNIE JACOB | 9769492959 | Sonu Roy | 9702121414 | mutual fund investment | manoranjitha Soundra | Sonu Roy | View Details | mutual fund investment | |||||
January 27, 2020 | Call Received from Client | ANNIE JACOB | 9769492959 | Pooja Parmani | 9819540930 | Tax Saving MF Investment For AY 20-21 | Teena Jhinjhoter | Pooja Parmani | View Details | Tax Saving MF Investment For AY 20-21 | |||||
January 27, 2020 | Visitor in Office | Annie Jacob | 9769492959 | Pooja Parmani | Tax Saving MF Investment For AY 20-21 | Jeeva Mani | Pooja Parmani | View Details | Tax Saving MF Investment For AY 20-21 | ||||||
January 28, 2020 | Call Received from Client | Annie Jacob | 9769492959 | Pooja Parmani | 9702121414 | put the money in mutual Fund Tom | Teena Jhinjhoter | Pooja Parmani | View Details | put the money in mutual Fund Tom | |||||
February 1, 2020 | Visitor in Office | Annie jacob | 9769492959 | Teena Jhinjhoter | VISIT FOR SIGNATURE ON MF INVESTMENT FORM | manoranjitha Soundra | Teena Jhinjhoter | View Details | VISIT FOR SIGNATURE ON MF INVESTMENT FORM | ||||||
March 19, 2021 | Call Received from Client | Annie jacob | 9769492959 | Pooja Parmani | 9702121414 | Talk to Pooja Parmani about income tax return | Prathamesh Tervankar | Pooja Parmani | View Details | Talk to Pooja Parmani about income tax return | |||||
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) |