Client Call/Visit Log Report

Displaying 101 - 125 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 30, 2019	Call Received from Client			Lata Bhambwani	9987848371	Aysha khan	022-35952679	Signed Shareholders list for MGT-7 received		Aysha khan	Aysha khan			View Details	Signed Shareholders list for MGT-7 received
December 31, 2019	Visitor in Office			harshsudan purecha huf	9323690271	Sonu Roy		statement of mutual fund		manoranjitha Soundra	Sonu Roy			View Details	statement of mutual fund
December 31, 2019	Call Received from Client			organic india	8779586276	Sonu Roy	9819540930	GST&ACCOUNT		manoranjitha Soundra	Sonu Roy			View Details	GST&ACCOUNT
January 2, 2020	Call Received from Client			Ratnesh Jain	8898038882	Sonu Roy	9819540930	Want to Talk to Arvind Sir For GSTR-1 Q- 2 FY 19-20 to be filed before due date 10 Jan 2020		Teena Jhinjhoter	Sonu Roy			View Details	Want to Talk to Arvind Sir For GSTR-1 Q- 2 FY 19-20 to be filed before due date 10 Jan 2020
January 2, 2020	Call Received from Client			Ratnesh Jain	8898038882	Sonu Roy	9819540930	Want to Talk to Arvind Sir For GSTR-1 Q- 2 FY 19-20 to be filed before due date 10 Jan 2020		Teena Jhinjhoter	Sonu Roy			View Details	Want to Talk to Arvind Sir For GSTR-1 Q- 2 FY 19-20 to be filed before due date 10 Jan 2020
January 2, 2020	Call Received from Client			hardik darji	7738319888	Fedora Fernandes	022-28090939	MGT-7 OF SURSHYAM given for affixing DSC of cs		manoranjitha Soundra	Fedora Fernandes			View Details	MGT-7 OF SURSHYAM given for affixing DSC of cs
January 2, 2020	Call Received from Client			MAHESH SHETTY	9323231873	Sonu Roy	9819540930	last year ITR file AY 18-19		manoranjitha Soundra	Sonu Roy			View Details	last year ITR file AY 18-19
January 2, 2020	Call Received from Client			babasaheb patil	9819044020	Teena Jhinjhoter	9819540930	document		manoranjitha Soundra	Teena Jhinjhoter			View Details	document
January 3, 2020	Call Received from Client			Prashant Roul	9930311221	Teena Jhinjhoter	022-28090939	For Top of Loan, Also send last 3 years Challan Copy		Teena Jhinjhoter	Teena Jhinjhoter			View Details	For Top of Loan, Also send last 3 years Challan Copy
January 3, 2020	Call Received from Client			MAHESH SHETTY	9323231873	Teena Jhinjhoter	9819540930	ITR LAST 3 YEAR FY 18-19		manoranjitha Soundra	Teena Jhinjhoter			View Details	ITR LAST 3 YEAR FY 18-19
January 4, 2020	Visitor in Office			manoj maloo	9820655965	Teena Jhinjhoter		set of hard copy send mail to home		manoranjitha Soundra	Teena Jhinjhoter			View Details	set of hard copy send mail to home
January 4, 2020	Call Received from Client			prashant roul	9930311221	Teena Jhinjhoter	022-28090939	certified true copy		manoranjitha Soundra	Teena Jhinjhoter			View Details	certified true copy
January 4, 2020	Call made to client - but unsuccessful			Parikshitmarya	8097099009	Teena Jhinjhoter	9819540930	Please Sign & Stamp and Send Audit Reports FY 18-19 of all companies		Teena Jhinjhoter	Teena Jhinjhoter			View Details	Please Sign & Stamp and Send Audit Reports FY 18-19 of all companies
January 4, 2020	Call Received from Client			clayton loyola	9820427791	Fedora Fernandes	9819540930	ACKNOWLEDGEMENT which is to be submitted by you today		manoranjitha Soundra	Fedora Fernandes			View Details	ACKNOWLEDGEMENT which is to be submitted by you today
January 4, 2020	Visitor in Office			MAHESH SHETTY	9323231873	Teena Jhinjhoter		collect the document hai		manoranjitha Soundra	Teena Jhinjhoter			View Details	collect the document hai
January 4, 2020	Visitor in Office			clayton loyola	9820927791	Fedora Fernandes		collect the document		manoranjitha Soundra	Fedora Fernandes			View Details	collect the document
January 6, 2020	Call Received from Client			prashant roul	9930311221	Sonu Roy	9819540930	CERTIFIED TRUE COPY		manoranjitha Soundra	Sonu Roy			View Details	CERTIFIED TRUE COPY
January 6, 2020	Call Received from Client			usha sengar	9833067475	Sonu Roy	9702121414	income tax departement arrear notice mail		manoranjitha Soundra	Sonu Roy			View Details	income tax departement arrear notice mail
January 6, 2020	Call Received from Client			Monica dominic	8080804157	Sonu Roy	9819540930	Interest Certificate		Jeeva Mani	Sonu Roy			View Details	Interest Certificate
January 6, 2020	Call Received from Client			Prashant Roul	9930311221	Teena Jhinjhoter	022-28090939	Asking about Certified true copy of last 3 years		Jeeva Mani	Teena Jhinjhoter			View Details	Asking about Certified true copy of last 3 years
January 7, 2020	Call Received from Client			vivek gharal	9664758942	Teena Jhinjhoter	9819540930	certified true copy		manoranjitha Soundra	Teena Jhinjhoter			View Details	certified true copy
January 7, 2020	Visitor in Office			harshsudan purecha huf	9323090271	Sonu Roy		CA CERTIFICATE		manoranjitha Soundra	Sonu Roy			View Details	CA CERTIFICATE
January 7, 2020	Visitor in Office			vivek gharal	9664758942	Teena Jhinjhoter		CERTIFIED TRUE COPY		manoranjitha Soundra	Teena Jhinjhoter			View Details	CERTIFIED TRUE COPY
January 7, 2020	Call made to client - but unsuccessful			Harsha Chandiramani	9819180552	Aysha khan	9819540930	Inquire about DSC		Aysha khan	Aysha khan			View Details	Inquire about DSC
January 7, 2020	Call Received from Client			Wasim Siddique	8422999502	Sonu Roy	9819540939	Two Mails send please check and update		Aysha khan	Sonu Roy			View Details	Two Mails send please check and update
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)