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 6, 2020 | Call Received from Client | Deepak kothari | 9820746235 | Deepak Kothari | 9820746235 | Sonu Roy | 9819540930 | Which document requires for ITR AY 20-21 | Sonali Choudhary | Sonu Roy | View Details | Which document requires for ITR AY 20-21 | |||
July 3, 2020 | Call Received from Client | Sanad Patil | 8281294102 | Sanad Patil | 9822432892 | Sonu Roy | 9819540930 | Which documents sent to you for Income tax return AY 20-21 | Sonu Roy | Sonu Roy | View Details | Which documents sent to you for Income tax return AY 20-21 | |||
June 20, 2020 | Call Received from Client | Niharika Gupta | 9823494802 | Sonu Roy | 9819540930 | Which plan used old or new for income tax return AY 20-21 | Sonu Roy | Sonu Roy | View Details | Which plan used old or new for income tax return AY 20-21 | |||||
March 6, 2021 | Call Received from Client | Jinel Gandhi (vinubhai) | 9323690271 | Vinubhai Gandhi | 9323690271 | Pooja Parmani | 9702121414 | which time meet to pooja parmani about bank statement sent . | Sonali Choudhary | Pooja Parmani | View Details | which time meet to pooja parmani about bank statement sent . | |||
October 30, 2020 | Call Received from Client | philip vaz | 9820474162 | Philip Vaz | 9820474162 | Sonali Choudhary | 022-28090939 | which time visit on office for ITR AY 20-21 Filing | Sonali Choudhary | Sonali Choudhary | View Details | which time visit on office for ITR AY 20-21 Filing | |||
June 4, 2021 | Call Received from Client | The Society of N SRA DA Piedada Mazagaon | 9833366295 | Gladys colaco | 9702752735 | Pooja Parmani | 9819540930 | which time visit to your office for collecting audit report for society | Sonali Choudhary | Pooja Parmani | View Details | which time visit to your office for collecting audit report for society | |||
February 8, 2021 | Call Received from Client | Shruti Shetty | 9923508434 | sadhana | 9372368824 | Anita Prajapati | 9819540930 | Which time we visit on your office for how to prepare gst 3b bill | Sonali Choudhary | Anita Prajapati | View Details | Which time we visit on your office for how to prepare gst 3b bill | |||
December 19, 2020 | Call Received from Client | Sachin Ratnaparkhi | 9820442983 | Sonali Choudhary | 9702121414 | which time will come on office for return filing | Sonali Choudhary | Sonali Choudhary | View Details | which time will come on office for return filing | |||||
September 3, 2019 | Call Received from Client | chunilal Lad | 9833442365 | chunilal lad | Jeeva Mani | 9702121414 | why my unsign copy send to bangalore? | Jagravi gharat | View Details | why my unsign copy send to bangalore? | |||||
June 12, 2019 | Visitor in Office | Pradip Shah | 9820201923 | pradip shah | Arvind V Estibeiro | will | Reshma Bhosale | View Details | will | ||||||
January 28, 2020 | Call Received from Client | John Rodrigues | 9773180870 | Fedora Fernandes | 9702121414 | will call tommorrow | Aysha khan | Fedora Fernandes | View Details | will call tommorrow | |||||
February 12, 2020 | Call Received from Client | Sangeeta Wali | 9322747690 | Sonu Roy | 9819540930 | Will come tomorrow with cheque of tax | Aysha khan | Sonu Roy | View Details | Will come tomorrow with cheque of tax | |||||
August 5, 2021 | Call Received from Client | Poonam Bathla | 9987016985 | Poonam Bathla | 9987016985 | Sonali Choudhary | 9702011179 | Will send You The Document For ITR AY 21-22 For My Self And Naveen. | Prathamesh Tervankar | Sonali Choudhary | View Details | Will send You The Document For ITR AY 21-22 For My Self And Naveen. | |||
June 17, 2020 | Call Received from Client | Amarlal Rupani | 8433796811 | Amarlal Rupani | 8433796811 | Sonu Roy | 9819540930 | Will Visit Office | Sonali Choudhary | Sonu Roy | View Details | Will Visit Office | |||
December 12, 2019 | Visitor in Office | Sanjay | 9869255223 | Teena Jhinjhoter | WORK TYPE IS NOT BILL PAID ACTUAL WORK TYPE IS DISTURBANCE IN MTNL TELEPHONE. | Jeeva Mani | Teena Jhinjhoter | View Details | WORK TYPE IS NOT BILL PAID ACTUAL WORK TYPE IS DISTURBANCE IN MTNL TELEPHONE. | ||||||
December 17, 2019 | Visitor in Office | Sanjay | 9869255223 | Teena Jhinjhoter | WORK TYPE IS NOT BILL PAID ACTUAL WORK TYPE IS DISTURBANCE IN MTNL TELEPHONE. | Jeeva Mani | Teena Jhinjhoter | View Details | WORK TYPE IS NOT BILL PAID ACTUAL WORK TYPE IS DISTURBANCE IN MTNL TELEPHONE. | ||||||
July 15, 2019 | Call Received from Client | Reginaltelecom | 9028871731 | Rajaram sadanande | Sonu Roy | 9819540930 | wrong posting | Reshma Bhosale | View Details | wrong posting | |||||
December 21, 2019 | Call Received from Client | john rose society | 9869253369 | Teena Jhinjhoter | 022-28090939 | xerox copy audit report FY 18-19 | manoranjitha Soundra | Teena Jhinjhoter | View Details | xerox copy audit report FY 18-19 | |||||
November 19, 2019 | Visitor in Office | Gama Pandey | 9821391611 | gama pandey | 9821391611 | Arpana Pandit | YESTERDAY SIir visit in office for regarding password and user id of beena pandey ,gama pandey,vinay pandey | Arpana Pandit | Arpana Pandit | View Details | YESTERDAY SIir visit in office for regarding password and user id of beena pandey ,gama pandey,vinay pandey | ||||
November 19, 2019 | Visitor in Office | Vijay Singh(agent vendor) | 8898495636 | VIJAY SING | 9137722855 | Arpana Pandit | yesterday sir visit in office for collecting certificate of prinal oberioy for gst and certifucate of pawan | Arpana Pandit | Arpana Pandit | View Details | yesterday sir visit in office for collecting certificate of prinal oberioy for gst and certifucate of pawan | ||||
August 28, 2019 | Call Received from Client | Yogini Sah | 9702027569 | Yogini | Ruchita Jain | 9819540930 | Yogini sah filing status | Ruchita Jain | View Details | Yogini sah filing status | |||||
March 2, 2021 | Call Received from Client | Shyam Megha | 9769424731 | Shyam Megha | 9769424731 | Sonali Choudhary | 9702121414 | You are already sent the ITR copy so anything pending | Prathamesh Tervankar | Sonali Choudhary | View Details | You are already sent the ITR copy so anything pending | |||
February 22, 2020 | Call Received from Client | Moiz Harnesswala | 9892453048 | Teena Jhinjhoter | 022-28090939 | You have made payment of Rs 10000, please do the payment of balance due | Aysha khan | Teena Jhinjhoter | View Details | You have made payment of Rs 10000, please do the payment of balance due | |||||
September 21, 2023 | Call made to client - but unsuccessful | Sanjib Bordoloi | 8800977022 | Sanjib Bordoloi | 8800977022 | Sonu Roy | 022-48900450 | You have received an OTP on your mobile and email for DIR 3KYC. Please provide the both OTP for DIR 3 KYC | Sonu Roy | Sonu Roy | View Details | You have received an OTP on your mobile and email for DIR 3KYC. Please provide the both OTP for DIR 3 KYC | |||
September 21, 2023 | Call made to client - but unsuccessful | SHRISHTI JITENDRA TRIVEDI | 7666212414 | SHRISHTI JITENDRA TRIVEDI | 7666212414 | Sonu Roy | 022-48900450 | You have received an OTP on your mobile and email for DIR 3KYC. Please provide the Both OTP for DIR 3 KYC | Sonu Roy | Sonu Roy | View Details | You have received an OTP on your mobile and email for DIR 3KYC. Please provide the Both OTP for DIR 3 KYC | |||
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) |