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Export Customer Details (KYC Compliance) Module for Perfex CRM
$3.0
In Stock
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
3 reviews for Export Customer Details (KYC Compliance) Module for Perfex CRM
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Bernice See (verified owner) –
Thank you again OrderCode, I only ever come here for your up to date selection, you always have everything I need! There is nothing worse than buying some software to find out its not quite what you thought, or it conflicts with something else, I really enjoy using this place to find what works the best before I buy it!
Coy Barney (verified owner) –
Good service.
Amira Summerlin (verified owner) –
As a representative of a Spanish marketing agency, I can truly say that the service is a good testing solution before the purchase. Many thanks!