| 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| July 17, 2020 | Call Received from Client | vijay ambre | 9757071264 | vijay Ambre | 9326640861 | Sonali Choudhary | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 | |||
| July 17, 2020 | Call Received from Client | Jack Fernandes | 9867715677 | Jack Fernandes | 9867715677 | Sonali Choudhary | 9819540939 | ITR AY 2020-21 file regarding | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 file regarding | |||
| July 17, 2020 | Call Received from Client | Santosh Belliappa | 9493857539 | Santosh Belliappa | 9493857539 | Sonali Choudhary | 9819540939 | home loan interest certificate has been sent | Sonali Choudhary | Sonali Choudhary | View Details | home loan interest certificate has been sent | |||
| July 17, 2020 | Call Received from Client | Shaila Baker | 9820714658 | Shaila Baker | 9820714658 | Sonu Roy | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
| July 18, 2020 | Call Received from Client | Ashok Grover | 9324582575 | Ashok Grover | 9324582575 | Sonu Roy | 9819540939 | 54EC Investment in REC or NHAI Bonds | Sonali Choudhary | Sonu Roy | View Details | 54EC Investment in REC or NHAI Bonds | |||
| July 18, 2020 | Call made to client - but unsuccessful | Manesh Pandya | 7710049990 | Manesh Pandya | 7710049990 | Aysha khan | 9819540939 | ITR AY 20-21 | Aysha khan | Aysha khan | View Details | ITR AY 20-21 | |||
| July 20, 2020 | Call Received from Client | Devendra Pendharkar | 9869903688 | Suhas Pendharkar | 9869903688 | Sonali Choudhary | 9819540939 | Mutual Fund Statement | Sonali Choudhary | Sonu Roy | View Details | Mutual Fund Statement | |||
| July 20, 2020 | Call Received from Client | Amit Kapoor | 9968296893 | Amit Kapoor | 9968296893 | Sonu Roy | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
| July 20, 2020 | Call Received from Client | Jack Fernandes | 9867715677 | Jack Fernandes | 9867715677 | Sonali Choudhary | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 | |||
| July 20, 2020 | Call Received from Client | Shaila Baker | 9820714658 | Shaila Baker | 9820714658 | Sonu Roy | 9819540939 | ITR AY 2020-21 & Business Loan Regarding | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 & Business Loan Regarding | |||
| July 20, 2020 | Call Received from Client | Zaid Patel | 7768887772 | Zaid Patel | 7768887772 | Sonu Roy | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
| July 21, 2020 | Call Received from Client | jebu | 9870169886 | Jebas Nadar | 9819540939 | eaaca internal | Jebas Nadar | View Details | eaaca internal | ||||||
| July 21, 2020 | Call Received from Client | The Society of the home for the aged | 9819024362 | THE SOCIETY OF THE HOME FOR THE AGED | 9819024362 | Sonu Roy | 9819540939 | Tally Software regarding | Sonali Choudhary | Sonu Roy | View Details | Tally Software regarding | |||
| July 21, 2020 | Call Received from Client | Ronnie Seymour | 8450905332 | Ronnie Seymour | 8450905332 | Sonu Roy | 9819540939 | Power Of Attorney | Sonali Choudhary | Sonu Roy | View Details | Power Of Attorney | |||
| July 21, 2020 | Call Received from Client | Zaid Patel | 7768887772 | ZAID PATEL | 7768887772 | Sonu Roy | 9819540939 | ITR AY 20-21 | Jebas Nadar | Sonu Roy | View Details | ITR AY 20-21 | |||
| July 22, 2020 | Call Received from Client | Enone Lobo | 9833896648 | ENONE LOBO | 9833896648 | Sonu Roy | 9819540939 | ITR AY 2020-21 DUE DATE REGRDING | Jebas Nadar | Sonu Roy | View Details | ITR AY 2020-21 DUE DATE REGRDING | |||
| July 23, 2020 | Call Received from Client | Ernest Fernandes | 9833443584 | Ernest Fernandes | 9833443584 | Sonu Roy | 9819540939 | mutual fund & ITR AY 2020-21 | Sonali Choudhary | Sonali Choudhary | View Details | mutual fund & ITR AY 2020-21 | |||
| July 23, 2020 | Call Received from Client | Shaila Baker | 9820714658 | Shaila Baker | 9820714658 | Sonali Choudhary | 9819540939 | Check Whatsapp | Sonali Choudhary | Sonali Choudhary | View Details | Check Whatsapp | |||
| July 23, 2020 | Call Received from Client | Neelakantaiah Sharavana | 8971600063 | Neelakantaiah Sharavana | 8971600063 | Fedora Fernandes | 9819540939 | ITR AY 2020-21 Review Form Correction Regarding | Sonali Choudhary | Fedora Fernandes | View Details | ITR AY 2020-21 Review Form Correction Regarding | |||
| July 23, 2020 | Call Received from Client | Bhumayya Dyavanpelli | 9029375422 | Bhumayya Dyavanpelli | 9029375422 | Sonali Choudhary | 9819540939 | ITR AY 2020-21 Acknowledgement | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 Acknowledgement | |||
| July 23, 2020 | Call Received from Client | Natty Daniels | 9821241186 | Natty Daniels | 9821241186 | Sonu Roy | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonu Roy | View Details | ITR AY 2020-21 | |||
| July 23, 2020 | Call Received from Client | LALWANI | 8655653656 | Pooja Parmani | 9819540939 | ITR AY 20-21 | Jebas Nadar | Pooja Parmani | View Details | ITR AY 20-21 | |||||
| July 23, 2020 | Call Received from Client | Suhas pendharkar | 9869903688 | Suhas Pendharkar | 9869903688 | Teena Jhinjhoter | 9819540939 | MF Investment | Sonali Choudhary | Sonu Roy | View Details | MF Investment | |||
| July 24, 2020 | Call Received from Client | Sanyukt Raina | 8879839418 | SANYUKT RAINA | 8879839418 | Sonu Roy | 9819540939 | INCOME TAX NOTICE 2016 REGARDING TALK TO AVE SIR | Jebas Nadar | Sonu Roy | View Details | INCOME TAX NOTICE 2016 REGARDING TALK TO AVE SIR | |||
| July 24, 2020 | Call Received from Client | Nandkumar Sinhasane | 9773633271 | Nandkumar Sinhasane | 9773633271 | Sonali Choudhary | 9819540939 | ITR AY 2020-21 | Sonali Choudhary | Sonali Choudhary | View Details | ITR AY 2020-21 | |||
| 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) |