Note:This Module is for Customer Relationship Management System

Brief description; introduction

" Export Customer Details (KYC Compliance)", this module can be used in Perfex CRM to add extra functionality to customer management.

• You can map uploaded customer documents to KYC and save that detail so you can easily print or download a PDF file of the customer details and their KYC documents.
• This module can be used to map a list of services provided to clients by using Items as a service.

Additional advantages:

• Client Matrix - Generate detailed KYC forms for your clients and map services/projects.
• Manage customer details linked with custom fields.
• Use the client to map KYC documents (image upload).
• Download/print in predefined format with your logo, client logo/image.
• Set custom title and font colors to match your logo.
• Mappa clienti e servizi viceversa.
• Export customer service reports.
• Apply your custom settings to the KYC form

Documentation

It only needsFew secondsTo install and activate.Include documentation.

If you have any questions, please feel free to submit a support ticket in our support area. The support staff will get back to you as soon as possible.

please rememberAbsolutely no codingneed! Just follow the instructions to use" Export customer details"Module in a few minutes.

Demo

View the demo

username :demo_kyc @ demo. com

Password: 12345678

Change log

Version 1.0.3

Fixed some Service Report Loading issues.

Version 1.0.2

Fixed some Service Report issues.

Version 1.0.1

Fixed Design issues.

Export Customer Details (KYC Compliance) Module for Perfex CRM [Free Download]
Export Customer Details (KYC Compliance) Module for Perfex CRM [Nulled]
PHP Scripts » Add-ons