Export Customer Details (KYC Compliance) Module for Perfex CRM

$5.00

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Description

Description

Export Customer Details (KYC Compliance) Module for Perfex CRM

Note:This Module is for Perfex CRM

Brief Description

“ 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 list of services given to client by using Items as a service.

Added advantage:

Client Matrix – Generate detailed KYC form of your client & Map service/Item.
Manage Your client details linked with custom field.
Map KYC documents with 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 a versa.
Export Client Services Report.
Apply your custom setting to KYC form

Documentation

It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use ” Export Customer Details” module in minutes.

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 7 days if a new version is released. Get free support within 7 days.

2. After the purchase is confirmed, download links will be available for 7 days. If a license is required, please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3.mailto:contact We provide Mobile, PHP script installation services for $19.90. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email contact@gplodoo.store or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.