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.