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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
December 7, 2021 | Call made to client - but unsuccessful | Rajkumar Rangnath | 9920315585 | Rajkumar Rangnath | 9920315585 | Sonu Roy | 022-48900450 | ITR AY 21-22 fee confirmation | Sonali Choudhary | Sonu Roy | View Details | ITR AY 21-22 fee confirmation | |||
February 5, 2022 | Call made to client - but unsuccessful | Valiant Aviation Service Private Limited | 9920315585 | Rajkumar Ranganath | 9920315585 | Sonu Roy | 022-48900450 | please provide bank statement FY 20-21 | Prathamesh Tervankar | Sonu Roy | View Details | please provide bank statement FY 20-21 | |||
December 13, 2022 | Call made to client - but unsuccessful | Panna Rajkumar | 9920210004 | Rajkumar Rangnath | 9920315585 | Sonu Roy | 022-48900450 | For email reply | Sonu Roy | Sonu Roy | View Details | For email reply | |||
February 8, 2022 | Call made to client - but unsuccessful | St. Joseph Conference, Umerkhadi | 9920313296 | Linet Carvalho | 9920313296 | Sonali Choudhary | 022-48900450 | For Trust Address | Prathamesh Tervankar | Sonali Choudhary | View Details | For Trust Address | |||
December 9, 2019 | Call Received from Client | Sushil Wakde | 9920311472 | Sushil wakde | 9920311472 | Sonu Roy | 022-28090939 | Asking about MF investment | manoranjitha Soundra | Sonu Roy | View Details | Asking about MF investment | |||
December 9, 2019 | Call Received from Client | Sushil Wakde | 9920311472 | Sushil wakde | 9920311472 | Sonu Roy | 022-28090939 | Asking about MF investment | manoranjitha Soundra | Sonu Roy | Resolution Pending | We have drop Mutual fund investment form today and sign form and inform to us .we will collect mutual fund investment form | View Details | Asking about MF investment | |
March 15, 2021 | Call Received from Client | Sushil Wakde | 9920311472 | Sushil Wakde | 9920311472 | Pooja Parmani | 9702011179 | Consultancy about new property purchase talk to pooja parmani | Sonali Choudhary | Pooja Parmani | View Details | Consultancy about new property purchase talk to pooja parmani | |||
March 16, 2021 | Call Received from Client | Sushil Wakde | 9920311472 | Sushil Wakde | 9920311472 | Sonu Roy | 9702011179 | Mutual Fund Investment | Prathamesh Tervankar | Sonu Roy | View Details | Mutual Fund Investment | |||
April 5, 2021 | Call Received from Client | Sushil Wakde | 9920311472 | Sushil Wakde | 9920311472 | Sonu Roy | 9702011179 | Mutual Fund Investment | Prathamesh Tervankar | Sonu Roy | View Details | Mutual Fund Investment | |||
June 19, 2021 | Call Received from Client | Sushil Wakde | 9920311472 | Sushil Wakde | 9920311472 | Sonu Roy | 9702011179 | which document required for angel broking account opening please let me know. | Sonali Choudhary | Sonu Roy | View Details | which document required for angel broking account opening please let me know. | |||
February 27, 2024 | Call made to client - but unsuccessful | SUSHIL PREMCHAND WAKDE | 9920311472 | SUSHIL PREMCHAND WAKDE | 9920311472 | Sonu Roy | 022-48900450 | Please share NPS contribution statement 01.04.2022 to 31.03.2023 | Sonu Roy | Sonu Roy | View Details | Please share NPS contribution statement 01.04.2022 to 31.03.2023 | |||
February 21, 2020 | Call made to client - but unsuccessful | Pramod Gangadhar | 9920286646 | Parmod Gangadhar | 9920286646 | Jeeva Mani | 022-28090939 | Jeeva Mani | Jeeva Mani | View Details | |||||
February 5, 2021 | Call Received from Client | Pramod Gangadhar | 9920286646 | pramod Gangadhar | 9920286646 | Sonali Choudhary | 9819540930 | For ITR AY 20-21 | Prathamesh Tervankar | Sonali Choudhary | View Details | For ITR AY 20-21 | |||
February 20, 2021 | Call made to client - but unsuccessful | Pramod Gangadhar | 9920286646 | Pramod Gangadhar | 9920286646 | Sonali Choudhary | 9702011179 | Advance payment for itr ay 20-21 | Sonali Choudhary | Sonali Choudhary | View Details | Advance payment for itr ay 20-21 | |||
September 17, 2019 | Call Received from Client | Namarata Vora | 9920284484 | Namrata Vora | 9920284484 | Arvind V Estibeiro | 9702121414 | regarding E-verification . | Sheetal Chavan | 20 | View Details | regarding E-verification . | |||
October 22, 2019 | Call Received from Client | Namrata Vora | NAMRATA VORA | 9920284484 | Teena Jhinjhoter | 9819540930 | She want Certified True Copy | Jeeva Mani | Teena Jhinjhoter | View Details | She want Certified True Copy | ||||
October 22, 2019 | Visitor in Office | Namrata Vora | NAMRATA VORA | 9920284484 | Arvind V Estibeiro | Certified True copy and ITR status | Jeeva Mani | 20 | View Details | Certified True copy and ITR status | |||||
December 28, 2020 | Visitor in Office | Namarata Vora | 9920284484 | NAMRATA VORA | 9920284484 | Sonali Choudhary | FOR RETUNE FILLING | Sonali Choudhary | Sonali Choudhary | View Details | FOR RETUNE FILLING | ||||
December 29, 2020 | Call Received from Client | Namarata Vora | 9920284484 | NAMRATA VORA | 9920284484 | Sonu Roy | 9702121414 | document sent please check | Sonali Choudhary | Sonu Roy | View Details | document sent please check | |||
December 30, 2020 | Visitor in Office | Namarata Vora | 9920284484 | NAMRATA VORA | 9920284484 | Sonu Roy | For ITR AY 20-21 for her and her mother | Sonali Choudhary | Sonu Roy | View Details | For ITR AY 20-21 for her and her mother | ||||
January 29, 2021 | Call Received from Client | Namarata Vora | 9920284484 | Namarata Vora | 9920284484 | Sonu Roy | 9702011179 | Please check we received some compliance for Vina vora | Prathamesh Tervankar | Sonu Roy | View Details | Please check we received some compliance for Vina vora | |||
September 2, 2021 | Call Received from Client | Namarata Vora | 9920284484 | Namarata Vora | 9920284484 | Sonali Choudhary | 9702011179 | As per our telephonic conversation | Sonali Choudhary | Sonali Choudhary | View Details | As per our telephonic conversation | |||
October 24, 2020 | Call Received from Client | Puneet Nayak | 9920223366 | Sonu Roy | 9819540939 | GST Returns ,ITR and Audit And TDS and PTRC quotation of Rs. 25000 | Sonali Choudhary | Sonu Roy | View Details | GST Returns ,ITR and Audit And TDS and PTRC quotation of Rs. 25000 | |||||
January 16, 2021 | Call Received from Client | Puneet Nayak | 9920223366 | Achyut Auti | 9920223366 | Anita Prajapati | 9702011179 | Please confirm GSTR-1 File or not some correction in last calculation | Sonali Choudhary | Anita Prajapati | View Details | Please confirm GSTR-1 File or not some correction in last calculation | |||
March 16, 2021 | Call Received from Client | Achyut Auti | 9920223366 | Sonu Roy | 9702011179 | FSSAI Registration | Prathamesh Tervankar | Sonu Roy | View Details | FSSAI Registration | |||||
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) |