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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
February 24, 2020 | Visitor in Office | Anand | 9774361366 | Teena Jhinjhoter | collect the document | manoranjitha Soundra | Teena Jhinjhoter | View Details | collect the document | ||||||
February 24, 2020 | Visitor in Office | vinu bhai gandhi | 9323690271 | Sonu Roy | to submit notice copy &to check Aadhar& pan of JINEL &Mehul gandhi updated o income tan site | manoranjitha Soundra | Sonu Roy | View Details | to submit notice copy &to check Aadhar& pan of JINEL &Mehul gandhi updated o income tan site | ||||||
February 24, 2020 | Call Received from Client | manish Adher | 9819836665 | Rushabh Sheth | 9702121414 | capital gain calculation | manoranjitha Soundra | Rushabh Sheth | View Details | capital gain calculation | |||||
February 24, 2020 | Call Received from Client | Dilip Goyal | 9820248575 | Sonu Roy | 9819540930 | income tax letter 143(1) | manoranjitha Soundra | Sonu Roy | View Details | income tax letter 143(1) | |||||
February 24, 2020 | Call made to client - but unsuccessful | Dylan John | 9820560275 | Fedora Fernandes | 9819540930 | GST Calculation | manoranjitha Soundra | Fedora Fernandes | View Details | GST Calculation | |||||
February 24, 2020 | Call made to client - but unsuccessful | Dylan John | 9820560275 | Fedora Fernandes | 9819540930 | GST credit available | manoranjitha Soundra | Fedora Fernandes | View Details | GST credit available | |||||
February 24, 2020 | Visitor in Office | Gladys Dsouza | 9820119542 | Sonu Roy | form 15 GB | manoranjitha Soundra | Sonu Roy | View Details | form 15 GB | ||||||
February 25, 2020 | Call Received from Client | John Rodrigues | 9773180870 | Fedora Fernandes | 9702011179 | Notice copy already emailed | Aysha khan | Fedora Fernandes | View Details | Notice copy already emailed | |||||
February 25, 2020 | Call Received from Client | Niraj Mistry | 9821999600 | Rushabh Sheth | 9702121414 | for CMA reports | manoranjitha Soundra | Rushabh Sheth | View Details | for CMA reports | |||||
February 26, 2020 | Visitor in Office | Aarti | 9920334152 | Sonu Roy | INVESTMENT and for IT return | manoranjitha Soundra | Sonu Roy | View Details | INVESTMENT and for IT return | ||||||
February 26, 2020 | Call made to client - but unsuccessful | Dipti Churi | 9833787025 | Aysha khan | 9819540930 | Regarding mail you have sent | Aysha khan | Aysha khan | View Details | Regarding mail you have sent | |||||
February 26, 2020 | Call Received from Client | Deepak | 9892900959 | Sonu Roy | 9702121414 | Want to visit for UTI Mutual Fund | Aysha khan | Sonu Roy | View Details | Want to visit for UTI Mutual Fund | |||||
February 27, 2020 | Call Received from Client | Nikita Dutta | 9833377175 | Fedora Fernandes | 9819540930 | GST payment for feb 2020 invoices | Jeeva Mani | Fedora Fernandes | View Details | GST payment for feb 2020 invoices | |||||
February 27, 2020 | Call Received from Client | Jiya | 0222585336 | Sonu Roy | 9702121414 | Asking about GST Notice | Jeeva Mani | Sonu Roy | View Details | Asking about GST Notice | |||||
February 27, 2020 | Call Received from Client | Harsha Chandiramani | 9819180552 | Rushabh Sheth | 022-35952679 | Please forward email of Surrender of GST no. of Anil | Rushabh Sheth | Teena Jhinjhoter | View Details | Please forward email of Surrender of GST no. of Anil | |||||
February 28, 2020 | Visitor in Office | Paresh | 9892646556 | Teena Jhinjhoter | to repair server (Memory full in C Drive issue) | Teena Jhinjhoter | Teena Jhinjhoter | View Details | to repair server (Memory full in C Drive issue) | ||||||
February 28, 2020 | Visitor in Office | Paresh | 9892646556 | Teena Jhinjhoter | to repair server (Memory full in C Drive issue) | Teena Jhinjhoter | Teena Jhinjhoter | View Details | to repair server (Memory full in C Drive issue) | ||||||
February 28, 2020 | Call Received from Client | Dhwalika Singh | 9167966160 | Sonu Roy | 9819540930 | want to talk to sir till evening regarding Company Registration | Aysha khan | Sonu Roy | View Details | want to talk to sir till evening regarding Company Registration | |||||
February 28, 2020 | Visitor in Office | Lata Bhambwani | 9987848371 | Pooja Parmani | submitted zerox copy of MOA points and want to discuss about ammendment in MOA | Aysha khan | Pooja Parmani | View Details | submitted zerox copy of MOA points and want to discuss about ammendment in MOA | ||||||
February 28, 2020 | Call Received from Client | Jithu Unni | 9930002441 | Sonu Roy | 9819540930 | Notice copy already emailed please check and update to us because the time is 30 days and 15 days have already paased | Aysha khan | Sonu Roy | View Details | Notice copy already emailed please check and update to us because the time is 30 days and 15 days have already paased | |||||
February 29, 2020 | Visitor in Office | Rupani | 0000000000 | Sonu Roy | To verify his PAN and Aadhar card is link to IT site | Teena Jhinjhoter | Sonu Roy | View Details | To verify his PAN and Aadhar card is link to IT site | ||||||
February 29, 2020 | Visitor in Office | Leena | 9892690234 | Sonu Roy | Personal forAve | manoranjitha Soundra | Sonu Roy | View Details | Personal forAve | ||||||
February 29, 2020 | Call Received from Client | Amruta Pandey | 9819757010 | Sonu Roy | 9819540930 | ITR Current AY 19-20 investment | manoranjitha Soundra | Sonu Roy | View Details | ITR Current AY 19-20 investment | |||||
February 29, 2020 | Visitor in Office | Dylan John | 9820560275 | Sonu Roy | GSTR-9 Annual return | Jeeva Mani | Sonu Roy | View Details | GSTR-9 Annual return | ||||||
March 2, 2020 | Visitor in Office | Vinu bhai Gandhi | 9323690271 | Teena Jhinjhoter | Took Receipt copy of Jinal Gandhi and vaishakhi | Rushabh Sheth | Teena Jhinjhoter | View Details | Took Receipt copy of Jinal Gandhi and vaishakhi | ||||||
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) |