| 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 11, 2021 | Call Received from Client | Vinit Gupta | 9821010765 | Vinit Gupta | 9821010765 | Pooja Parmani | 9702121414 | New CA certificates for bank loan | Sonali Choudhary | Pooja Parmani | View Details | New CA certificates for bank loan | |||
| May 13, 2021 | Call Received from Client | Kriti Gupta | 9821010765 | Kriti Gupta | 9821461444 | Pooja Parmani | 9702011179 | CA certificate for bank loan | Sonali Choudhary | Pooja Parmani | View Details | CA certificate for bank loan | |||
| May 13, 2021 | Call Received from Client | Nilesh Sawant | 8879409544 | Nilesh Sawant | 8879409544 | Pooja Parmani | 9819540930 | Resend the document with original signature | Sonali Choudhary | Pooja Parmani | View Details | Resend the document with original signature | |||
| May 14, 2021 | Call Received from Client | St. Teresa's Church | 9820108675 | Random rodrix | 9820602235 | Pooja Parmani | 9819540930 | St. Teresa's Church Trust Audit Discussion | Sonali Choudhary | Pooja Parmani | View Details | St. Teresa's Church Trust Audit Discussion | |||
| May 15, 2021 | Call Received from Client | Nilesh Sawant | 8879409544 | Nilesh Sawant | 8879409544 | Pooja Parmani | 9819540930 | NOC sent by Amit please check do the needful | Sonali Choudhary | Pooja Parmani | View Details | NOC sent by Amit please check do the needful | |||
| May 18, 2021 | Call Received from Client | Nilesh Sawant | 8879409544 | Nilesh Sawant | 8879409544 | Pooja Parmani | 9819540930 | please update status after resubmit Noc . | Sonali Choudhary | Pooja Parmani | View Details | please update status after resubmit Noc . | |||
| May 19, 2021 | Call Received from Client | Nirav Ramaiya | 9029088995 | Nirav Ramaiya | 9029088995 | Pooja Parmani | 9702121414 | Discussion about tax plan | Sonali Choudhary | Pooja Parmani | View Details | Discussion about tax plan | |||
| May 19, 2021 | Call Received from Client | Kriti Gupta | 9821010765 | Kriti Gupta | 9821461444 | Pooja Parmani | 9702011179 | Modification on CA certificates | Sonali Choudhary | Pooja Parmani | View Details | Modification on CA certificates | |||
| May 20, 2021 | Call Received from Client | Chandrakant Mahale | 9869453978 | Pooja Parmani | 9819540930 | Service tax notice FY 2015-16 and 2016-17 | Sonali Choudhary | Pooja Parmani | View Details | Service tax notice FY 2015-16 and 2016-17 | |||||
| May 20, 2021 | Call Received from Client | Shobha Singh | 8068105151 | Pooja Parmani | 9702121414 | Classic group tally data issue resolved | Sonali Choudhary | Pooja Parmani | View Details | Classic group tally data issue resolved | |||||
| May 20, 2021 | Call Received from Client | Vinit Gupta | 9821010765 | Vinit Gupta | 9821010765 | Pooja Parmani | 9702121414 | Modification on CA Certificate | Sonali Choudhary | Pooja Parmani | View Details | Modification on CA Certificate | |||
| May 20, 2021 | Visitor in Office | Nilesh Sawant | 8879409544 | Nilesh Sawant | 8879409544 | Pooja Parmani | Signature on document for company incorporation | Sonali Choudhary | Pooja Parmani | View Details | Signature on document for company incorporation | ||||
| May 22, 2021 | Call Received from Client | sangram more | 8451848861 | Sangram More | 8451848861 | Pooja Parmani | 9819540930 | Service tax notice fy 2015-16 and 2016-17 | Sonali Choudhary | Pooja Parmani | View Details | Service tax notice fy 2015-16 and 2016-17 | |||
| May 24, 2021 | Call Received from Client | Ram pandey | 9867328152 | Pooja Parmani | 9819540930 | to check if any notice / intimation available online on Income tax under pan | Sonali Choudhary | Pooja Parmani | View Details | to check if any notice / intimation available online on Income tax under pan | |||||
| May 24, 2021 | Call Received from Client | Shruti Shetty | 9923508434 | sadhana | 9372368824 | Pooja Parmani | 9702011179 | Please confirm about Bajaj insurance GST all payment clear | Sonali Choudhary | Pooja Parmani | View Details | Please confirm about Bajaj insurance GST all payment clear | |||
| May 24, 2021 | Call Received from Client | Michelle Colaco | 9820233121 | Michelle Colaco | 9820233121 | Pooja Parmani | 9819540930 | donation receipts | Sonali Choudhary | Pooja Parmani | View Details | donation receipts | |||
| May 24, 2021 | Call Received from Client | Sunil kutty | 9920841482 | Sunil Kutty | 9920841482 | Pooja Parmani | 9819540930 | please check my mail about investment | Sonali Choudhary | Pooja Parmani | View Details | please check my mail about investment | |||
| May 27, 2021 | Visitor in Office | Classic Group | 9821010765 | Jayesh Satam | 8452903412 | Pooja Parmani | Tally data as on 20.5.21 and CA certificates collect | Sonali Choudhary | Pooja Parmani | View Details | Tally data as on 20.5.21 and CA certificates collect | ||||
| May 27, 2021 | Call Received from Client | Aarti Khade | 9920334152 | Aarti Khade | 9920334152 | Pooja Parmani | 9702011179 | TDS Deducted on property 15 June 2021 So. how much late fee amount payable | Sonali Choudhary | Pooja Parmani | View Details | TDS Deducted on property 15 June 2021 So. how much late fee amount payable | |||
| May 27, 2021 | Call Received from Client | Salt N Pepper Media | 8104082094 | Sagar Kandari | 8104082094 | Pooja Parmani | 9702011179 | Regenerate GST Challan April 21 for Salt N Pepper Media | Sonali Choudhary | Pooja Parmani | View Details | Regenerate GST Challan April 21 for Salt N Pepper Media | |||
| May 28, 2021 | Visitor in Office | St. Teresa's Church | 9820108675 | Paul dsouza | 9820108675 | Pooja Parmani | Trust Audit | Sonali Choudhary | Pooja Parmani | View Details | Trust Audit | ||||
| May 29, 2021 | Call Received from Client | Nilesh Sawant | 8879409544 | Nilesh Sawant | 8879409544 | Pooja Parmani | 9819540930 | company formation | Sonali Choudhary | Pooja Parmani | View Details | company formation | |||
| May 31, 2021 | Call Received from Client | Chandrakant Mahale | 9869453978 | Pooja Parmani | 9819540930 | Acknowledgement number for service tax return filed | Sonali Choudhary | Pooja Parmani | View Details | Acknowledgement number for service tax return filed | |||||
| June 1, 2021 | Call Received from Client | Nilesh Sawant | 8879409544 | Nilesh Sawant | 8879409544 | Pooja Parmani | 9819540930 | Sbi Account opening and collect AOA and MOM hard copy at 5 PM | Sonali Choudhary | Pooja Parmani | View Details | Sbi Account opening and collect AOA and MOM hard copy at 5 PM | |||
| 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 | |||
| 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) |