Client Call/Visit Log Report

Displaying 1 - 25 of 4,762

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)
September 10, 2019	Call made to client - but unsuccessful	Manan Shukla	9004104481	Manan Shukla	9004104481	Sonu Roy	First Choice	Income tax return AY 2019-20		Sonu Roy				View Details	Income tax return AY 2019-20
September 10, 2019	Call made to client - but unsuccessful	Pavan Matai	9819471237	Pavan	9819471237	Teena Jhinjhoter	First Choice	please send Required Document		Teena Jhinjhoter				View Details	please send Required Document
September 10, 2019	Call Received from Client	Bhushan Bhatija	9870926540	Bhushan Bhatija	9870926540	Arvind V Estibeiro	First Choice	call for ITR AY 19-20 E-Verification.		Sheetal Chavan				View Details	call for ITR AY 19-20 E-Verification.
September 10, 2019	Call Received from Client	Harvindersingh Khurana	9819025313	Harvindersingh Khurana	9833600105	Arvind V Estibeiro	First Choice	wants to talk regarding property.		Sheetal Chavan				View Details	wants to talk regarding property.
August 30, 2019	Call Received from Client	Elizabeth Rodrigues	9833470121	elizabeth		Arvind V Estibeiro	9819540939 (whatsapp)	ITR AY 19-20 regarding		Jeeva Mani				View Details	ITR AY 19-20 regarding
May 4, 2019		Onganic india	9140471271			Sonu Roy	9819540939	PT Return		Teena Jhinjhoter				View Details	PT Return
May 4, 2019			9167266684				9819540939	Sales Tax Number for new company						View Details	Sales Tax Number for new company
May 4, 2019			9167266684				9819540939	Sales Tax Number for new company						View Details	Sales Tax Number for new company
May 4, 2019			9167266684				9819540939	Sales Tax Number for new company						View Details	Sales Tax Number for new company
May 16, 2019	Call made to client - but unsuccessful	Suchitra Ganesh Iyer	9820119542			Arvind V Estibeiro	9819540939	Returning your call to me						View Details	Returning your call to me
June 12, 2019	Call Received from Client	suvarna Malpekar	9833936103	suvarna		Teena Jhinjhoter	9819540939	ITR AY 19-20						View Details	ITR AY 19-20
June 19, 2019	Call Received from Client		9664961620	k n singh		Arvind V Estibeiro	9819540939	didnt inform		Reshma Bhosale				View Details	didnt inform
June 25, 2019	Call made to client - but unsuccessful	Sneha Jacob	9619744611	Sneha Jacob		Arvind V Estibeiro	9819540939	Income Tax Return						View Details	Income Tax Return
July 1, 2019	Call Received from Client	Suryanarayana Pallela	8985896073	Suryanaryana		Sonu Roy	9819540939	ITR AY 19-20		Teena Jhinjhoter				View Details	ITR AY 19-20
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 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
September 9, 2019	Call Received from Client	Sachin Jadhav		rukmani jadhav		Sonu Roy	9819540939	regarding pan card correction and cancellation		Jagravi gharat				View Details	regarding pan card correction and cancellation
September 10, 2019	Call Received from Client	Harvindersingh Khurana	9819025313	H S KHURANA	9819025313	Arvind V Estibeiro	9819540939	PERSONAL		Jeeva Mani				View Details	PERSONAL
November 7, 2019	Call Received from Client	Jignesh Mehta	9819758244	jignesh mehta	9819758244	Teena Jhinjhoter	9819540939	TDS credit not allowed issue		Jeeva Mani	Teena Jhinjhoter			View Details	TDS credit not allowed issue
November 15, 2019	Call Received from Client	Om Sai Motors Pvt Ltd		Gangadhar shetty	9833339009	Sonu Roy	9819540939	Asking about Balance Sheet		Jeeva Mani	Sonu Roy			View Details	Asking about Balance Sheet
November 15, 2019	Call Received from Client	Ashwani Gupta		Ashwani gupta	7718886049	Pooja Parmani	9819540939	Correction in GST filing (wrong Invoice number) Guru Kripa development GST return filed is not seen in GST site		Jeeva Mani	Pooja Parmani			View Details	Correction in GST filing (wrong Invoice number) Guru Kripa development GST return filed is not seen in GST site
November 15, 2019	Call Received from Client	K.N Lokanathan HUF		K N lokanathan	9820035585	Jeeva Mani	9819540939	Asking about PAN card correction		Jeeva Mani	Jeeva Mani			View Details	Asking about PAN card correction
November 15, 2019	Call Received from Client	Mitesh Shah	9820067322	Mitesh SHah	9900099000	Arpana Pandit	9819540939	REVISED RETURN STATUS OF PENALTY NOTICE		Arpana Pandit	Arpana Pandit			View Details	REVISED RETURN STATUS OF PENALTY NOTICE
November 16, 2019	Call Received from Client	priya pillai	9969969461	Home for Aged	9819024362	Sonu Roy	9819540939	Status of PF Payment		Teena Jhinjhoter	Sonu Roy			View Details	Status of PF Payment
November 16, 2019	Call Received from Client	Gangadhaar Shetty		Gangadhar shetty	9833339009	Sonu Roy	9819540939	Please Prepare Balance sheet Before we need to submit in court on Monday at 11:00 am		Teena Jhinjhoter	Sonu Roy			View Details	Please Prepare Balance sheet Before we need to submit in court on Monday at 11:00 am
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)