Download Export Customer Details (KYC Compliance) Module for Perfex CRM CodeCanyon 29356890
“EXPORT CUSTOMER DETAILS (KYC COMPLIANCE)”, THIS MODULE CAN BE USE IN PERFEX CRM TO ADD EXTRA FEATURES FOR CLIENTS MANAGEMENT.
- You can map uploaded client files as KYC and save that details, so you can easily print or download PDF of Client details with their KYC files.
- This module can be used to map a list of services given to clients by using Items as a service.
- Client Matrix – Generate detailed KYC form of your client & Map service/Item.
- Manage Your client details linked with the custom field.
- Map KYC documents with the client (image upload).
- Download/Print in pre-define form with your logo, client logo/picture.
- Set custom heading & font colour to match your logo.
- Map Client & Service vice versa.
- Export Client Services Report.
- Apply your custom setting to the KYC form
