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 22, 2019 | Call Received from Client | shaila madhan | 7298822690 | Sonu Roy | 9702011179 | Asking about personal speaking | manoranjitha Soundra | Sonu Roy | View Details | Asking about personal speaking | |||||
December 17, 2019 | Call Received from Client | Valentine John Monteiro | 9619853113 | valentine john monteiro | 9619853113 | Pooja Parmani | 9819540930 | Asking About Personal Balance Sheet | Jeeva Mani | Pooja Parmani | View Details | Asking About Personal Balance Sheet | |||
December 17, 2019 | Call Received from Client | Valentine John Monteiro | 9619853113 | Valentine Monteiro | 9619853113 | Pooja Parmani | 9702121414 | Asking About Personal Balance Sheet | Jeeva Mani | Pooja Parmani | Resolution Pending | Please provide: On receiving above will proceed with finalization | View Details | Asking About Personal Balance Sheet | |
March 5, 2020 | Call Received from Client | Paresh Gohil | paresh gohil | 9892646556 | Teena Jhinjhoter | 9819540930 | asking about pending payment | Jeeva Mani | Teena Jhinjhoter | View Details | asking about pending payment | ||||
March 7, 2020 | Call Received from Client | JOHN RODRIQUE | 9773180870 | Fedora Fernandes | 9819540930 | Asking about penalty of Charitable Trust | Jebas Nadar | Fedora Fernandes | View Details | Asking about penalty of Charitable Trust | |||||
February 12, 2020 | Visitor in Office | Aparna Pradeep | 9880800338 | Sonu Roy | Asking about payment confirmation of Form 15G | Jeeva Mani | Sonu Roy | View Details | Asking about payment confirmation of Form 15G | ||||||
January 23, 2020 | Call Received from Client | ratnamahal tower | 9820925147 | vinod sansare | 9820925147 | Pooja Parmani | 9819540930 | asking about payment | manoranjitha Soundra | Pooja Parmani | View Details | asking about payment | |||
January 24, 2020 | Call Received from Client | ratnamahal tower | 9820925147 | vinod sansare | 9820925147 | Teena Jhinjhoter | 9819540930 | ASKING about payment | manoranjitha Soundra | Teena Jhinjhoter | View Details | ASKING about payment | |||
January 28, 2020 | Call Received from Client | Sansare Vinod | 9892076524 | Vinod Sansare | 9082615518 | Teena Jhinjhoter | 9819540939 | Asking about payment | Aysha khan | Teena Jhinjhoter | View Details | Asking about payment | |||
January 31, 2020 | Call Received from Client | Sansare Vinod | 9892076524 | vinod sansare | 9082615518 | Teena Jhinjhoter | 9819540930 | ASKING about payment | manoranjitha Soundra | Teena Jhinjhoter | View Details | ASKING about payment | |||
February 5, 2020 | Call Received from Client | angela | 7338037253 | Sonu Roy | 9819540930 | asking about payment | manoranjitha Soundra | Sonu Roy | View Details | asking about payment | |||||
February 6, 2020 | Call Received from Client | Sansare Vinod | 9892076524 | Vinod Sansare | 9892076524 | Teena Jhinjhoter | 9819540930 | ASKING about payment | Jeeva Mani | Teena Jhinjhoter | View Details | ASKING about payment | |||
February 10, 2020 | Call Received from Client | Sachin Jadhav | 9820696449 | Sachin Jadhav | 9820696449 | Sonu Roy | 022-28090939 | Asking about partnership deed and removable partner | Jeeva Mani | Sonu Roy | View Details | Asking about partnership deed and removable partner | |||
February 6, 2020 | Call Received from Client | Sachin Jadhav | 9820696449 | Sachin Jadhav | 9820696449 | Sonu Roy | 9819540930 | Asking about Partnership deed | Jeeva Mani | Sonu Roy | View Details | Asking about Partnership deed | |||
November 15, 2019 | Call Received from Client | K.N Lokanathan HUF | K N lokanathan | 9820035585 | Jeeva Mani | 9819540939 | Asking about PAN card correction | Jeeva Mani | Jeeva Mani | View Details | Asking about PAN card correction | ||||
November 20, 2019 | Call Received from Client | Sachin Jadhav | sachin jadhav | 9820696449 | Sonu Roy | 9819540930 | asking about pan card adhar card | manoranjitha Soundra | Sonu Roy | View Details | asking about pan card adhar card | ||||
November 13, 2019 | Visitor in Office | Pradip Shah | 9820201923 | pradip shah | 9820201923 | Sonu Roy | Asking about office work | Jeeva Mani | Sonu Roy | View Details | Asking about office work | ||||
December 23, 2019 | Call Received from Client | Janander Mathur | 9022276577 | Janander Mathur | 9022276577 | Pooja Parmani | 9819540930 | Asking about November TDS 26Q | Jeeva Mani | Pooja Parmani | View Details | Asking about November TDS 26Q | |||
November 22, 2019 | Call Received from Client | Sonal Link Residency | sonal link Residency | 9664666229 | Sonu Roy | 9819540930 | Asking about Notice under sec 139(9) | Radhika Mathiyalagan | Sonu Roy | View Details | Asking about Notice under sec 139(9) | ||||
November 22, 2019 | Call Received from Client | Jyostana Pendharkar | Jyostana pendharkar | 9869903688 | Sonu Roy | 9819540930 | Asking About Notice under sec 139(9) | Radhika Mathiyalagan | Sonu Roy | View Details | Asking About Notice under sec 139(9) | ||||
November 25, 2019 | Call Received from Client | Ashok Grover | 9324582575 | ashok grover | 9324582575 | Fedora Fernandes | 022-35952679 | Asking about notice u\s 245 | manoranjitha Soundra | Fedora Fernandes | View Details | Asking about notice u\s 245 | |||
December 4, 2019 | Call made to client - but unsuccessful | Saravanan S | 7338812882 | saravanan s | 7338812882 | Sonu Roy | 022-28090939 | Asking about Notice 143(1) | manoranjitha Soundra | Sonu Roy | View Details | Asking about Notice 143(1) | |||
November 25, 2019 | Call Received from Client | Amit Singh | AMIT singh | 9619872508 | Sonu Roy | 9819540930 | Asking about notice 139(9) | manoranjitha Soundra | Sonu Roy | View Details | Asking about notice 139(9) | ||||
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 | |
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) |