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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
June 15, 2019 | Call made to client - but unsuccessful | Shilpa shetty | 9768138008 | Shilpa | Sonu Roy | 9702121414 | ITR E-Verify | Teena Jhinjhoter | View Details | ITR E-Verify | |||||
December 3, 2019 | Call Received from Client | Shilpa shetty | 9768138008 | Shilpa | 9768138008 | Sonu Roy | 022-28090939 | Need some suggestion for Home loan Upto 50 lakh | Teena Jhinjhoter | Sonu Roy | View Details | Need some suggestion for Home loan Upto 50 lakh | |||
January 25, 2020 | Visitor in Office | Shilpa shetty | 9768138008 | Shilpa | 9768138008 | Teena Jhinjhoter | TO Collect last 3 years Certified True copy of Geeta shetty & Shilpa Shetty (Form home Loan ) | Teena Jhinjhoter | Teena Jhinjhoter | View Details | TO Collect last 3 years Certified True copy of Geeta shetty & Shilpa Shetty (Form home Loan ) | ||||
March 5, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | Shilpa | 9768138008 | Sonu Roy | 022-35952679 | Need consultancy for Property | Teena Jhinjhoter | Sonu Roy | View Details | Need consultancy for Property | |||
June 20, 2019 | Call Received from Client | shilpa Dmello | 9664961620 | shilpa dmello | Arvind V Estibeiro | 9702121414 | GST 3B month of may Return File | Reshma Bhosale | View Details | GST 3B month of may Return File | |||||
December 30, 2021 | Call made to client - but unsuccessful | Shilpa Mittal | 7738387999 | Shilpa Mittal | 7738387999 | Sonali Choudhary | 022-48900450 | Please provide below document for ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | Please provide below document for ITR AY 21-22 | |||
January 22, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | shilpa shetty | 9768138008 | Teena Jhinjhoter | 022-28090939 | last 3 year tax return both shilpa shetty &geeta shetty | manoranjitha Soundra | Teena Jhinjhoter | View Details | last 3 year tax return both shilpa shetty &geeta shetty | |||
January 28, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | Shilpa Shetty | 9768138008 | Teena Jhinjhoter | 9819540939 | Please send Last Three Years 26AS of Geeta Shetty & Shilpa Shetty till tommorrow. | Aysha khan | Teena Jhinjhoter | View Details | Please send Last Three Years 26AS of Geeta Shetty & Shilpa Shetty till tommorrow. | |||
February 1, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | shilpa shetty | 9768138008 | Teena Jhinjhoter | 9819540930 | HAVE received last 3 years 26 as but bank also need lates 26as ay 20-21 | manoranjitha Soundra | Teena Jhinjhoter | View Details | HAVE received last 3 years 26 as but bank also need lates 26as ay 20-21 | |||
July 4, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | Shilpa Shetty | 9768138008 | Sonu Roy | 9819540939 | TDS 26QB | Sonali Choudhary | Sonu Roy | View Details | TDS 26QB | |||
July 17, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | Shilpa Shetty | 9768138008 | Sonu Roy | 9819540930 | TDS 26QB | Sonali Choudhary | Sonu Roy | View Details | TDS 26QB | |||
August 4, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | Shilpa Shetty | 9768138008 | Sonu Roy | 9819540930 | Home Loan From PNB | Sonali Choudhary | Sonu Roy | View Details | Home Loan From PNB | |||
October 8, 2020 | Call Received from Client | Shilpa shetty | 9768138008 | Shilpa Shetty | 9768138008 | Sonu Roy | 9702121414 | Home Loan query | Sonali Choudhary | Sonu Roy | View Details | Home Loan query | |||
December 31, 2021 | Call made to client - but unsuccessful | Shilpa shetty | 9768138008 | Shilpa shetty | 9768138008 | Prathamesh Tervankar | 022-48900450 | ITR AY 21-22 | Prathamesh Tervankar | Prathamesh Tervankar | View Details | ITR AY 21-22 | |||
July 3, 2019 | Call Received from Client | Shinu Ramachandran | 9769909389 | Shinu | Sonu Roy | 9819540930 | MF Investment | Teena Jhinjhoter | View Details | MF Investment | |||||
June 28, 2019 | Call Received from Client | Shinu Ramachandran | 9769909389 | shinu Ramchandran | Pooja Parmani | 8779107609 | Mutual fund investment | Reshma Bhosale | View Details | Mutual fund investment | |||||
January 4, 2023 | Call made to client - but unsuccessful | Shinu Ramachandran | 9769909389 | Shinu Ramchandran | 9769909389 | Sonu Roy | 022-48900450 | Please provide Aadhaar OTP for GST Registration | Sonu Roy | Sonu Roy | View Details | Please provide Aadhaar OTP for GST Registration | |||
July 24, 2020 | Call Received from Client | shivaji sawant | 9969281202 | SHIVAJI | 9819008673 | Sonali Choudhary | 9819540930 | ITR AY 20-21 | Jebas Nadar | Sonali Choudhary | View Details | ITR AY 20-21 | |||
July 27, 2020 | Call Received from Client | shivaji sawant | 9969281202 | Shivaji Sawant | 8104428809 | Sonali Choudhary | 9819540930 | ITR AY 2020-21 Bank Details For Payment | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 Bank Details For Payment | |||
July 29, 2020 | Call Received from Client | shivaji sawant | 9969281202 | Shivaji Sawant | 9819008673 | Sonali Choudhary | 9819540930 | ITR AY 2020-21 Payment Conformation | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 Payment Conformation | |||
July 30, 2020 | Call Received from Client | shivaji sawant | 9969281202 | Shivaji Sawant | 9819008673 | Sonali Choudhary | 9819540930 | ITR AY 2020-21 Payment Conformation | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 Payment Conformation | |||
August 7, 2021 | Visitor in Office | shivaji sawant | 9969281202 | Shivaji Sawant | 9969281202 | Sonali Choudhary | ITR AY 2021-22 return preparation | Prathamesh Tervankar | Sonali Choudhary | View Details | ITR AY 2021-22 return preparation | ||||
July 11, 2022 | Visitor in Office | shivaji sawant | 9969281202/9819008673 | shivaji sawant | 9969281202 | Sonali Choudhary | for ITR AY 22-23 | Sonali Choudhary | Sonali Choudhary | View Details | for ITR AY 22-23 | ||||
March 25, 2021 | Visitor in Office | Shivam Gupta | 8850949317 | Sonali Choudhary | please transfer Salary for jan and feb 21 | Sonali Choudhary | Sonali Choudhary | View Details | please transfer Salary for jan and feb 21 | ||||||
September 26, 2020 | Call Received from Client | Suvarna Dalawayi | 8500380785 | Shivanand Dalawayi | 7382017620 | Pooja Parmani | 9702011179 | Payment issued you received or not and please conform you was consider my icici investment amount | Sonali Choudhary | Pooja Parmani | View Details | Payment issued you received or not and please conform you was consider my icici investment amount | |||
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) |