Client Call/Visit Log Report

Displaying 76 - 100 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)
December 18, 2019	Call Received from Client			Nihit srinivastav	8779586276	Pooja Parmani	9819540930	Asking about GST NOTICE		manoranjitha Soundra	Pooja Parmani			View Details	Asking about GST NOTICE
December 18, 2019	Call Received from Client			organic india	8779586276	Pooja Parmani	022-28090939	PLEASE SEND GSTR-1 &GSTR-2 A SUMMARY'S SOFT COPY		manoranjitha Soundra	Pooja Parmani			View Details	PLEASE SEND GSTR-1 &GSTR-2 A SUMMARY'S SOFT COPY
December 18, 2019	Visitor in Office	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani		Personal Balance Sheet		Jeeva Mani	Pooja Parmani			View Details	Personal Balance Sheet
December 19, 2019	Visitor in Office	Om Sai Two Wheelers Pvt. Ltd.	9619853113	Pradeep Deenanath Chauhan	9224040557	Pooja Parmani		Document Submission		Aysha khan	Pooja Parmani			View Details	Document Submission
December 20, 2019	Visitor in Office	Manju Maloo	9820655965	Mitti maloo	9820655965	Pooja Parmani		preparation of balance sheet		manoranjitha Soundra	Pooja Parmani			View Details	preparation of balance sheet
December 20, 2019	Call Received from Client	sangram more	8451848861	SANGRAM MORE	8451848861	Pooja Parmani	9702011179	speaking for GST-3B		manoranjitha Soundra	Pooja Parmani	Resolved	GST returns have been filed incorporating invoices of Tata Power as desired. Snapshot of same mailed. recommend to keep a written mail from Tata Power making a mention that they wanted the pending invoices to be filed in the current month GSTR- in Nov 2019	View Details	speaking for GST-3B
December 20, 2019	Visitor in Office	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani		personal balance sheet		manoranjitha Soundra	Pooja Parmani			View Details	personal balance sheet
December 20, 2019	Visitor in Office	Manju Maloo	9820655965	Mitti maloo	9820655965	Pooja Parmani		preparation of balance sheet		manoranjitha Soundra	Pooja Parmani			View Details	preparation of balance sheet
December 20, 2019	Call Received from Client	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani	9819540930	speaking personal balance sheet		manoranjitha Soundra	Pooja Parmani	Resolution Pending	Documents required for preparation of personal balance sheet are still in process of discussion/ finalization. Request to take a final call on which properties are to be incorporated. Once receive a final confirmation will be able to proceed ahead. wrt Om Sai Auto world , kindly begin with a new company in tally from 01.04.2014 onwards. Let me know if any help needed.	View Details	speaking personal balance sheet
December 20, 2019	Call Received from Client	sangram more	8451848861	SANGRAM MORE	8451848861	Pooja Parmani	9702011179	GST-3B NOV 19		manoranjitha Soundra	Pooja Parmani	Resolution Pending	Tried reaching you twice. but your phone switched off You my let me know if need to discuss. Will call you back.	View Details	GST-3B NOV 19
December 20, 2019	Visitor in Office	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani		personal balance sheet		manoranjitha Soundra	Pooja Parmani			View Details	personal balance sheet
December 23, 2019	Call Received from Client	Janander Mathur	9022276577	Janander Mathur	9022276577	Pooja Parmani	9819540930	Asking about November TDS 26Q		Jeeva Mani	Pooja Parmani			View Details	Asking about November TDS 26Q
December 23, 2019	Call Received from Client			NIKITA Dutta	9833377175	Pooja Parmani	9819540930	GST-3B		manoranjitha Soundra	Pooja Parmani			View Details	GST-3B
December 23, 2019	Call Received from Client	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani	9819540930	BALANCE SHEET SPEAKING		manoranjitha Soundra	Pooja Parmani			View Details	BALANCE SHEET SPEAKING
December 24, 2019	Call Received from Client			Kriti	9821461444	Pooja Parmani	9819540930	confirmation of timing for visiting Classic		Fedora Fernandes	Pooja Parmani			View Details	confirmation of timing for visiting Classic
December 24, 2019	Visitor in Office	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani		balance sheet last 3year		manoranjitha Soundra	Pooja Parmani			View Details	balance sheet last 3year
December 30, 2019	Visitor in Office	Om Sai Two Wheelers Pvt. Ltd.	9619853113	valentine john monteiro	9619853113	Pooja Parmani		Last three years Balance Sheet		Aysha khan	Pooja Parmani			View Details	Last three years Balance Sheet
December 30, 2019	Visitor in Office			Colonel guard force	9820808861	Pooja Parmani		GST Annual reurn FY 17-18		Jeeva Mani	Pooja Parmani			View Details	GST Annual reurn FY 17-18
January 2, 2020	Call Received from Client	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani	9819540930	last 3 year p&l and balance sheet		manoranjitha Soundra	Pooja Parmani			View Details	last 3 year p&l and balance sheet
January 2, 2020	Visitor in Office	Valentine John Monteiro	9619853113	valentine john monteiro	9619853113	Pooja Parmani		last 3 year p&l and balance sheet		manoranjitha Soundra	Pooja Parmani			View Details	last 3 year p&l and balance sheet
January 3, 2020	Call Received from Client	satish bangera	9967845592	satish bangera	2250433018	Pooja Parmani	9819540930	Refund reissue		Jeeva Mani	Pooja Parmani			View Details	Refund reissue
January 6, 2020	Call Received from Client	sangram more	8451848861	SANGRAM MORE	8451848861	Pooja Parmani	9819540930	GST-3B		manoranjitha Soundra	Pooja Parmani	Resolution Pending	As discussed you may send us a consolidated list from July 2017 till Nov 2019 w r t missing invoices based on the data shared by us . The due date for filing these missing invoices is 10th Jan 2020. The invoices on which you choose not to pay GST may also be sent along with above. GST liability wrt societies are not covered under exempt list as per GST rules for the security / housekeeping services rendered.	View Details	GST-3B
January 6, 2020	Call Received from Client	Valentine John Monteiro	9619853113	Om Sai Two Wheelers	9619853113	Pooja Parmani	9819540930	Mail Send		Aysha khan	Pooja Parmani	Resolution Pending	Will go through and let you know if anything needed further.	View Details	Mail Send
January 6, 2020	Call Received from Client	Vishal Raval	0224976177	Vishal Raval	0224976177	Pooja Parmani	9819540930	GSTR-1 Filing		Aysha khan	Pooja Parmani			View Details	GSTR-1 Filing
January 7, 2020	Call Received from Client	Annpurnatraders	9834929469	K.S.Prasad	8551060454	Pooja Parmani	9819540930	Got SMS that GSTR-1 for July to September not uploaded.Want to know it is uploaded or not.		Aysha khan	Pooja Parmani			View Details	Got SMS that GSTR-1 for July to September not uploaded.Want to know it is uploaded or not.
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)