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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
September 21, 2021 | Call Received from Client | kishor Karnik | 9664666229 | Pooja Parmani | 9702011179 | For sonal link Audit FY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | For sonal link Audit FY 20-21 | |||||
September 22, 2021 | Visitor in Office | kishor Karnik | 9664666229 | Pooja Parmani | Audit FY 20-21 for sonal link | Sonali Choudhary | Pooja Parmani | View Details | Audit FY 20-21 for sonal link | ||||||
September 29, 2021 | Call made to client - but unsuccessful | Parikshit Arya | 8976076066 | Sonali Choudhary | 9702011179 | Advance payment for Dir 3 Kyc FY 21-22 for your self and Rupal Rana due date is 30.09.2021 | Sonali Choudhary | Sonali Choudhary | View Details | Advance payment for Dir 3 Kyc FY 21-22 for your self and Rupal Rana due date is 30.09.2021 | |||||
October 8, 2021 | Call Received from Client | John Rodrigues | 9773180870 | Pooja Parmani | 9702011179 | Audit Report FY 20-21 | Sonali Choudhary | Pooja Parmani | View Details | Audit Report FY 20-21 | |||||
December 7, 2021 | Visitor in Office | Bipin Rajgor | 9892612426 | Sonu Roy | Eaaca internal | Prathamesh Tervankar | Sonu Roy | View Details | Eaaca internal | ||||||
December 9, 2021 | Visitor in Office | Vijay p Sugandh | 9920957677 | Sonali Choudhary | Preparation ITR AY 2021-2022 | Prathamesh Tervankar | Sonali Choudhary | View Details | Preparation ITR AY 2021-2022 | ||||||
December 13, 2021 | Visitor in Office | Clayton Loyola | 9820427791 | Pooja Parmani | Document submitted for Audit FY 20-21 | Prathamesh Tervankar | Pooja Parmani | View Details | Document submitted for Audit FY 20-21 | ||||||
March 9, 2022 | Visitor in Office | Ravindra Kolekar | 8007866529 | Sonali Choudhary | ITR AY 21-22 | Prathamesh Tervankar | Sonali Choudhary | View Details | ITR AY 21-22 | ||||||
March 11, 2022 | Visitor in Office | Sakharam Londhe | 9869392554 | Pooja Parmani | Consultancy | Prathamesh Tervankar | Pooja Parmani | View Details | Consultancy | ||||||
May 2, 2022 | Visitor in Office | Rajkumar Yadav | 8425800901 | Sonali Choudhary | Collect below documents for connector code for AVE | Sonali Choudhary | Sonali Choudhary | View Details | Collect below documents for connector code for AVE | ||||||
October 6, 2022 | Visitor in Office | sakharam Londhe | 9869392554 | Pooja Parmani | Audit FY 21-22 Documents Submitted | Sonali Choudhary | Pooja Parmani | View Details | Audit FY 21-22 Documents Submitted | ||||||
April 11, 2023 | Visitor in Office | Ranjeet Kaur | 9987465900 | Pooja Parmani | Gift of property from mother in law to daughter in law | Pooja Parmani | Pooja Parmani | View Details | Gift of property from mother in law to daughter in law | ||||||
April 14, 2023 | Call made to client - but unsuccessful | VISHAL NARENDRA BHUPTANI | 9099919664 | Ranjita Adbal | 022-48900450 | Your ITR AY 2023-24 | Ranjita Adbal | Ranjita Adbal | View Details | Your ITR AY 2023-24 | |||||
April 17, 2023 | Call made to client - but unsuccessful | VISHAL NARENDRA BHUPTANI | 9099919664 | Ranjita Adbal | 022-48900450 | Your ITR AY 2023-24 | Ranjita Adbal | Ranjita Adbal | View Details | Your ITR AY 2023-24 | |||||
April 26, 2023 | Call made to client - but unsuccessful | Vishal Narendra Bhuptani | 9099919664 | Ranjita Adbal | 022-48900450 | Your ITR AY 2023-24 | Ranjita Adbal | Ranjita Adbal | View Details | Your ITR AY 2023-24 | |||||
April 29, 2023 | Call made to client - but unsuccessful | Vishal Narendra Bhuptani | 9099919664 | Ranjita Adbal | 022-48900450 | Your ITR AY 2023-24 | Ranjita Adbal | Ranjita Adbal | View Details | Your ITR AY 2023-24 | |||||
May 31, 2023 | Call made to client - but unsuccessful | ALEXANDER RAMKIRAT SHARMA | 7719067036 | Ranjita Adbal | 022-48900450 | Your ITR AY 2023-24 | Ranjita Adbal | Ranjita Adbal | View Details | Your ITR AY 2023-24 | |||||
June 1, 2023 | Call made to client - but unsuccessful | CHITRA DURGESH KOPPIKAR | 9833944982 | Jaya Kahar | 022-48900450 | ITR AY 2023-24 | Jaya Kahar | Jaya Kahar | View Details | ITR AY 2023-24 | |||||
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) |