Client Call/Visit Log Report

Displaying 476 - 500 of 4,768

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)
August 9, 2019	Call made to client - but unsuccessful	Amit Singh	9619872508	AMIT		Fedora Fernandes	9702121414	Tax challan mailed on 7th August. Kindly let me know by when the payment will be made so I can proceed to upload your return.		Fedora Fernandes				View Details	Tax challan mailed on 7th August. Kindly let me know by when the payment will be made so I can proceed to upload your return.
August 9, 2019	Call Received from Client	Sagar Kishor Karnik	9821166227	sagar karnik		Arvind V Estibeiro	9819540930	ITR deduction(urgent)		Reshma Bhosale				View Details	ITR deduction(urgent)
August 9, 2019	Call made to client - but unsuccessful	Philomena Moraes	9867436008	philomena		Fedora Fernandes	9819540939	Finalization of ITR		Fedora Fernandes				View Details	Finalization of ITR
August 9, 2019	Call made to client - but unsuccessful	Nikhil Kane	9440200273	Nikhil Kane		Sonu Roy	9702121414	second page of form 16		Sonu Roy				View Details	second page of form 16
August 9, 2019	Call made to client - but unsuccessful	sheetal malhotra	9920792190	sheetal malhotra		Jeeva Mani	9702121414	E verification ITR OTP		Jeeva Mani				View Details	E verification ITR OTP
August 10, 2019	Call Received from Client	anuroop killiyot	9656522927	Anuroop Killiyot		Sonu Roy	9819540930	Income tax return will be file		Sonu Roy				View Details	Income tax return will be file
August 10, 2019	Call Received from Client	Pradnya Joshi	9987348314	Pradnya Joshi		Pooja Parmani	9819540930	income tax return AY 2019-20		Sonu Roy				View Details	income tax return AY 2019-20
August 10, 2019	Call Received from Client	Manu Sehgal	9920051826	manu sehgal		Pooja Parmani	9819540930	ITR		Reshma Bhosale				View Details	ITR
August 10, 2019	Call made to client - but unsuccessful	Parimal Raval	9920653049	Parimal Raval		Arvind V Estibeiro	9702121414	Please provide us Electricity bill of GST Registration		Sonu Roy				View Details	Please provide us Electricity bill of GST Registration
August 10, 2019	Visitor in Office	Khyati Menezes	9967353703	khyati menezes		Arvind V Estibeiro		ITR		Reshma Bhosale				View Details	ITR
August 10, 2019	Call made to client - but unsuccessful	Pushpa Dasgupta	9820426660	Pushpa Dasgupta		Ruchita Jain	9702121414	Finalisation of ITR.		Ruchita Jain				View Details	Finalisation of ITR.
August 10, 2019	Call Received from Client	Ashok Grover	9324582575	Ashok Grover		Fedora Fernandes	9819540930	Capital gain information		Sonu Roy				View Details	Capital gain information
August 12, 2019	Call Received from Client	Vijay Pawaskar	9869045785	Vijay Pawaskar		Jeeva Mani	9819540939	income tax return AY 2019-20 and consider tax saving investment		Sonu Roy				View Details	income tax return AY 2019-20 and consider tax saving investment
August 12, 2019	Call Received from Client	Sonal Link Residency	9664666229	Kishor Karnik		Pooja Parmani	022-28090939	Audit FY 18-19		Sonu Roy				View Details	Audit FY 18-19
August 12, 2019	Call Received from Client	Priya Lalwaney	7900168606	Priya Lalwaney		Sonu Roy	9702121414	Income tax return will be file		Sonu Roy				View Details	Income tax return will be file
August 12, 2019	Call made to client - but unsuccessful	Pushkar jog	9822659277	Pushkar Jog		Teena Jhinjhoter	9819540930	Audit File & HUF Deed		Teena Jhinjhoter				View Details	Audit File & HUF Deed
August 12, 2019	Visitor in Office	Lalit jain	9594857428	lalit jain		Arvind V Estibeiro				Reshma Bhosale				View Details
August 12, 2019	Visitor in Office	Ranjit rai	9833040644	ranjit rai		Arvind V Estibeiro		ITR		Reshma Bhosale				View Details	ITR
August 12, 2019	Call made to client - but unsuccessful	KN Bhat	9969481420	Narendra		Fedora Fernandes	9702121414			Fedora Fernandes				View Details
August 12, 2019	Call made to client - but unsuccessful	Deepti Mohankumar	9833056071	Deepti		Fedora Fernandes	9702121414			Fedora Fernandes				View Details
August 12, 2019	Call made to client - but unsuccessful	MRIDHU PANDEY	9492691674	Mridhu		Teena Jhinjhoter	9702121414	ITR AY 19-20 Documents & Fees		Teena Jhinjhoter				View Details	ITR AY 19-20 Documents & Fees
August 13, 2019	Call Received from Client	Regional Telecom	9028871731	SADANAND		Sonu Roy	9702121414	FORM 16 DOWNLOAD OR NOT		Jagravi gharat				View Details	FORM 16 DOWNLOAD OR NOT
August 13, 2019	Visitor in Office	Ravikant Bandekar	9869946153	ravikant bandekar		Arvind V Estibeiro		ITR to file a return		Jagravi gharat				View Details	ITR to file a return
August 13, 2019	Call Received from Client	dr. Swapna	8104487331	Dr swapna		Arvind V Estibeiro	022-28090939	ITR status		Jagravi gharat				View Details	ITR status
August 13, 2019	Call Received from Client	jayantilal kalaiya	9967353018	jayantilal kalaiya		Arvind V Estibeiro	022-28090939	visit regarding ITR		Jagravi gharat				View Details	visit regarding ITR
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)