Word:This Module is for Perfex CRM
Temporary Description
“ Export Buyer Particulars (KYC Compliance) ”, this module might be use in Perfex CRM so as to add additional options for shoppers administration.
- You may map uploaded shopper recordsdata as KYC and save that particulars, so you may simply print or obtain PDF of Shopper particulars with their KYC recordsdata.
- This module can be utilized to map listing of providers given to shopper through the use of Objects as a service.
Added benefit:
- Shopper Matrix – Generate detailed KYC type of your shopper & Map service/Merchandise.
- Handle Your shopper particulars linked with customized area.
- Map KYC paperwork with shopper (picture add).
- Obtain/Print in pre-define type along with your emblem, shopper emblem/image.
- Set customized heading & font color to match your emblem.
- Map Shopper & Service vice a versa.
- Export Shopper Companies Report.
- Apply your customized setting to KYC type
Documentation
It takes solely a number of seconds to be put in and activated. Documentation is included.
You probably have any questions, be happy to boost a help ticket at our help space. Guys from help division will get again to you as quickly as attainable with a reply.
Remember that completely no coding is required! Simply comply with the directions and be capable to use ” Export Buyer Particulars” module in minutes.
Demo
View Demo
UserName : demo_kyc@demo.com
Password: 12345678
Change Logs
Model 1.0.8
- Suitable with Newest Perfex Model 3.2.1.
Model 1.0.7
- PHP 8.1 compatibility associated subject mounted.
Model 1.0.6
- Design subject Mounted.
Model 1.0.5
- Bug Mounted.
Model 1.0.4
- Perfex CRM Model 3.0 UI compatibility subject solved.
Model 1.0.3
Mounted some Service Report Loading points.
Model 1.0.2
Mounted some Service Report points.
Model 1.0.1
Mounted Design points.
