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.

Demo

View Demo

UserName : demo_kyc@demo.com

Password: 12345678

Change Logs

Version 1.1.1

- Design issue Fixed.

Version 1.1.0

- Design issue Fixed for Perfex Version 3.3.1.

Version 1.0.9

- Design issue Fixed.

Version 1.0.8

- Compatible with Latest Perfex Version 3.2.1.

Version 1.0.7

- PHP 8.1 compatibility related issue fixed.

Version 1.0.6

- Design issue Fixed.

Version 1.0.5

- Bug Fixed.

Version 1.0.4

- Perfex CRM Version 3.0 UI compatibility issue solved.

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 - 1

Export Customer Details (KYC Compliance) Module for Perfex CRM