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) |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
June 29, 2019 | Call Received from Client | Ravi Chainani | 9619861447 | Ravi | Arvind V Estibeiro | 9819540930 | MF investment | Teena Jhinjhoter | View Details | MF investment | |||||
July 3, 2019 | Call Received from Client | 9820056494 | Hashmukh Kamdar | Arvind V Estibeiro | 9819540930 | personal | Teena Jhinjhoter | View Details | personal | ||||||
July 18, 2019 | Call made to client - but unsuccessful | Manjeet Tiwari | 9446560561 | Manjeet | Teena Jhinjhoter | 9819540930 | Last years payment issue | Teena Jhinjhoter | View Details | Last years payment issue | |||||
August 26, 2019 | Call made to client - but unsuccessful | Chetan Sharma | 9849068747 | Chetan | Teena Jhinjhoter | 9702121414 | Teena Jhinjhoter | View Details | |||||||
September 27, 2019 | Call Received from Client | Satish Patel | Satish Patel | 9820525189 | Sonu Roy | 022-28090939 | Update of GST Return | Teena Jhinjhoter | Sonu Roy | View Details | Update of GST Return | ||||
October 22, 2019 | Call made to client - but unsuccessful | Nirav Ramaiya | 9029088995 | Nirav Ramaiya | 9029088995 | Teena Jhinjhoter | 022-35952679 | Please send us document for Digital Signature Application | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Please send us document for Digital Signature Application | |||
October 31, 2019 | Visitor in Office | Colonel Guard Force | Sangarm More | 8451848861 | Pooja Parmani | Finalization of Accounts AY 19-20 | Teena Jhinjhoter | Pooja Parmani | View Details | Finalization of Accounts AY 19-20 | |||||
November 5, 2019 | Call made to client - but unsuccessful | Renuka Joshi | 8080891999 | Renuka | 8080891999 | Teena Jhinjhoter | 022-35952679 | Teena Jhinjhoter | Teena Jhinjhoter | View Details | |||||
November 22, 2019 | Call Received from Client | Rajpal valmiki | 9821407736 | Rajpal | 8850922909 | Sonu Roy | 9819540939 | Till refund not received | Teena Jhinjhoter | Sonu Roy | View Details | Till refund not received | |||
December 4, 2019 | Call Received from Client | suresh shinde | 9819083619 | Suresh | 9819083619 | Sonu Roy | 9819540930 | till now Refund not Received , please check my Return status online | Teena Jhinjhoter | Sonu Roy | View Details | till now Refund not Received , please check my Return status online | |||
December 10, 2019 | Call Received from Client | Vinit Kumar Gupta Agent Vendor | 7977227580 | Vinit | 7977227580 | Teena Jhinjhoter | 022-35952679 | Update of Loan case | Teena Jhinjhoter | Teena Jhinjhoter | View Details | Update of Loan case | |||
December 14, 2019 | Call Received from Client | Harsha Chandiramani | Harsha | 8369221188 | Pooja Parmani | 9819540930 | Haresh Wadhwani's Document send on last Email please check | Teena Jhinjhoter | Pooja Parmani | View Details | Haresh Wadhwani's Document send on last Email please check | ||||
January 13, 2020 | Visitor in Office | Naresh Pandit | 9820604321 | Sonu Roy | To Submit Chq of Dec 2019 | Teena Jhinjhoter | Sonu Roy | View Details | To Submit Chq of Dec 2019 | ||||||
January 23, 2020 | Call Received from Client | Manish Aher | 9819836665 | Sonu Roy | 022-28090939 | Please Send ITR -V & Computation AY 19-20 (for Car Loan) | Teena Jhinjhoter | Sonu Roy | View Details | Please Send ITR -V & Computation AY 19-20 (for Car Loan) | |||||
February 10, 2020 | Call Received from Client | Aarti | 9419670254 | Pooja Parmani | 9819540930 | Notice Received from Income tax and same forwarded to you on email please check and update me | Teena Jhinjhoter | Pooja Parmani | View Details | Notice Received from Income tax and same forwarded to you on email please check and update me | |||||
March 3, 2020 | Call Received from Client | Classic Group | 9594955505 | Sonu Roy | 9819540930 | Refund re-issue of AY 18-19 of Kriti Gupta & Classic Mercantile LLP | Teena Jhinjhoter | Sonu Roy | View Details | Refund re-issue of AY 18-19 of Kriti Gupta & Classic Mercantile LLP | |||||
July 9, 2020 | Call Received from Client | Jessy bangera | 8424055063 | Jessy | 8424055063 | Sonu Roy | 9819540939 | received reminder email for ITR AY 20-21 and call us for which doc's need to file return | Teena Jhinjhoter | Sonu Roy | View Details | received reminder email for ITR AY 20-21 and call us for which doc's need to file return | |||
May 6, 2019 | Sona Tarun Lalwani | 8655653656 | Santosh Ram | 9702121414 | Email for ITR Review checked by Sona Madam & want to discuss about the same | Teena Jhinjhoter | View Details | Email for ITR Review checked by Sona Madam & want to discuss about the same | |||||||
May 31, 2019 | Call Received from Client | Bandra John Paul | 8779617619 | Lorna Pereira | Sonu Roy | 9819540930 | Society Bills May'19 | Teena Jhinjhoter | View Details | Society Bills May'19 | |||||
June 24, 2019 | Call Received from Client | Anupama Hattangdi | 9867942888 | Anupama | Arvind V Estibeiro | 9702121414 | ITR | Teena Jhinjhoter | View Details | ITR | |||||
July 3, 2019 | Call Received from Client | Harvindersingh Khurana | 9819025313 | HS khurana | Arvind V Estibeiro | 022-28090939 | Want consultation on GST for her Daughter | Teena Jhinjhoter | View Details | Want consultation on GST for her Daughter | |||||
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 28, 2019 | Call Received from Client | Praveen Haridas | 8547855068 | Parveen | Arvind V Estibeiro | 9702121414 | Please send my Return for Review before EOD | Teena Jhinjhoter | View Details | Please send my Return for Review before EOD | |||||
August 30, 2019 | Call Received from Client | Ishwar Chand | 9778727520 | ishwar chand | Teena Jhinjhoter | 9819540930 | please email us your New Password of IT Site | Teena Jhinjhoter | View Details | please email us your New Password of IT Site | |||||
October 31, 2019 | Call made to client - but unsuccessful | Renuka Joshi | 8080891999 | Renuka | 8080891999 | Teena Jhinjhoter | 022-35952679 | Teena Jhinjhoter | Teena Jhinjhoter | View Details | |||||
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) |