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 ResponseWorkflow Detail Link Regarding (Work Type)
March 6, 2020Call Received from ClientVishaka Mahtre9819582322vishaka9819582322Jeeva Mani9819540930

please check my aadhaar and PAN card is link to IT site

Teena JhinjhoterJeeva ManiResolved

Your PAN is linked to Aadhaar Number 633344828023

please check my aadhaar and PAN card is link to IT site

October 19, 2019Call made to client - but unsuccessfulDebalina Roy9892006826Debalina Roy9892006826Jeeva Mani022-28090939

We need your ITR password

Jeeva ManiJeeva ManiResolved

Your ITR AY 19-20 is E-verified

We need your ITR password

February 17, 2020Call Received from Clientvicky mehra9890282296Manju Kataria7506693293Pooja Parmani9819540939

GST Issue

Aysha khanPooja ParmaniResolved

You may go ahead with Scenario 2 as discussed

GST Issue

February 15, 2020Call Received from Clientsangram more8451848861SANGRAM MORE8451848861Pooja Parmani9702121414

Asking about GST -PAPER &credit legder

manoranjitha SoundraPooja ParmaniResolution Pending

wrt Apna Sahakari
Request you to send across hard copies of ledger mentioning the branch name at the top with respective invoices as per the list sent in previous mails.

Asking about GST -PAPER &credit legder

March 4, 2020Call Received from Clientsangram more8451848861Sangram More8451848861Pooja Parmani9819540930

Asking about GSTR-1 Feb 2020

Jeeva ManiPooja ParmaniResolution Pending

working on same. in process. will be filed tomorrow

Asking about GSTR-1 Feb 2020

January 29, 2020Call Received from ClientMoiz Harneshwala9892453048Pooja Parmani9702121414

Account finalisation and Billing for Audit AY 19-20

Aysha khanPooja ParmaniResolution Pending

Will send the Audit reports along with bill before 5th Feb .

Account finalisation and Billing for Audit AY 19-20

January 6, 2020Call Received from ClientValentine John Monteiro9619853113Om Sai Two Wheelers9619853113Pooja Parmani9819540930

Mail Send

Aysha khanPooja ParmaniResolution Pending

Will go through and let you know if anything needed further.

Mail Send

March 5, 2020Call Received from ClientJessica John9870221108Jessica9870221108Pooja Parmani022-28090939

GST Exp on Rent

Teena JhinjhoterPooja ParmaniResolved

Will claim GST for rent expenses. Rent agreement may be done in your name

GST Exp on Rent

September 27, 2019Call Received from ClientSuhas pendharkarSuhas pendharkar9869903688Sonu Roy022-28090939

Enquiry of Bond Statement

Jeeva ManiSonu RoyResolution Pending

We will send to mutual fund statements Monday

Enquiry of Bond Statement

October 4, 2019Call Received from ClientRubber Publicationjasmine0222282498Sonu Roy022-28090939

26Q and 24Q ,Q token of 18-19

Jeeva ManiSonu RoyResolved

We have sent form 16 today. Pls check and confirm

26Q and 24Q ,Q token of 18-19

December 9, 2019Call Received from ClientHarshal Birariharshal birari9869391725Pooja Parmani022-28090939

bill regarding for speaking

manoranjitha SoundraPooja ParmaniResolved

We have mailed the email sent dated 14.03.2019 for your reference with respect to quotation.

Request you to kindly speak with Arvind wrt GST component in the bill

The Audit reports please be given to Arvind. We will sign and return a copy back

bill regarding for speaking

December 9, 2019Call Received from ClientSushil Wakde9920311472Sushil wakde9920311472Sonu Roy022-28090939

Asking about MF investment

manoranjitha SoundraSonu RoyResolution Pending

We have drop Mutual fund investment form today and sign form and inform to us .we will collect mutual fund investment form

Asking about MF investment

March 12, 2020Call Received from ClientSanjay Agarwal9224180198Pooja Parmani9702121414

Asking about GST Notice

Jeeva ManiPooja ParmaniResolution Pending

We are in process of drafting a reply with submissions. Will send for your signatures tomorrow .
On receiving the letter from us - Please print it on letter head of Devsardevi and then sign - scan us.
Will be submitting the response to Dept. tom.

Asking about GST Notice

October 14, 2019Call Received from ClientNitin saxena9560311545nitin saxena9560311545Jeeva Mani022-28090939

Asking user Id and Password of ITR AY 19-20

Jeeva ManiJeeva ManiResolved

User ID - AVYPS0884M
Password - NitiN#0884

Asking user Id and Password of ITR AY 19-20

December 20, 2019Call Received from Clientsangram more8451848861SANGRAM MORE8451848861Pooja Parmani9702011179

GST-3B NOV 19

manoranjitha SoundraPooja ParmaniResolution Pending

Tried reaching you twice. but your phone switched off
You my let me know if need to discuss. Will call you back.

GST-3B NOV 19

December 12, 2019Call Received from ClientColonel Guard ForceAnant More9820808861Pooja Parmani9819540930

before knowing the worktype client disconnected the call

Aysha khanPooja ParmaniResolution Pending

Tried reaching you 9820808861, but no answer.
Please call back to discuss in case any query or let me know a convenient time to call you back.
You may reach on 9819540930

before knowing the worktype client disconnected the call

November 26, 2019Call Received from ClientJanander Mathur9022276577Janader Mathur9022276577Pooja Parmani9819540930

Asking About income tax hr new Notification

Radhika MathiyalaganPooja ParmaniResolution Pending

Tried calling you . But no answer. Kindly drop a liner in mail mentioning your issue . This will help us solve faster.
Alternatively request you to call back anytime tomorrow after 11.30 am.

Asking About income tax hr new Notification

February 15, 2020Call Received from Clientjohn rose society2228661489Pooja Parmani9702121414

Asking sinking fund &refunds

manoranjitha SoundraPooja ParmaniResolution Pending

Tried calling , but no answer . you may reach me today / tom anytime before 6 pm.

9819540930

Asking sinking fund &refunds

September 27, 2019Call Received from ClientFranklin manickam9869253369Franklin Manickam9869253369Arvind V Estibeiro9702121414

regarding society bill

Jagravi gharatSonu RoyResolved

Total due amount as per March 2019 maintenance bill as follows
Flat no 1 Rs 392712,
Shop No 1 Rs 6795

regarding society bill

February 4, 2020Call Received from Clientsangram more8451848861Sangram More8451848861Pooja Parmani9819540930

Regarding GST, please refer the E-mail sent by sangram more before you call him

Aysha khanPooja ParmaniResolution Pending

Spoke to Tata Power and have mailed them.
tried reaching you but no answer.
pl revert as convenient.

Regarding GST, please refer the E-mail sent by sangram more before you call him

December 12, 2019Call Received from ClientSalil Dutta9323210634Salil Dutta9323210634Sonu Roy022-28090939

Refund Received but not same as shown in Computation you send me

Teena JhinjhoterSonu RoyResolved

Revised computation AY 2019-20 emailed on 06.08.2019

Refund Received but not same as shown in Computation you send me

November 4, 2019Call Received from ClientVijay TambeVIJAY TAMBE9867118335Jeeva Mani9702121414

Asking about ITR AY 19-20 STATUS

Jeeva ManiJeeva ManiResolved

Return submitted and verified.

Asking about ITR AY 19-20 STATUS

December 11, 2019Visitor in OfficeNamrata D’Souza9892811384Lily Dsouza9892811384Jeeva Mani

Refund Status

Aysha khanJeeva ManiResolved

Return Submitted and verified

Refund Status

October 22, 2019Call Received from ClientBhagavan Das9869833297M Bhagavan das9869833297Jeeva Mani022-35952679

Payment is Done , please call back for Refund Status Ay 19-20

Teena JhinjhoterJeeva ManiResolved

Return Processed. Refund determined and sent to Refund Banker.

Payment is Done , please call back for Refund Status Ay 19-20

October 31, 2019Call Received from ClientManaji ManeManaji (HUL)9702046948Jeeva Mani9819540930

Please Check Status on Refund online

Teena JhinjhoterJeeva ManiResolved

Return Processed, Refund determined and sent to Refund Banker.

Please Check Status on Refund online

 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 ResponseWorkflow Detail Link Regarding (Work Type)
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