Export Customer Details (KYC Compliance) Module for Perfex CRM 1.0.8
“ 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
After registering and refilling your points balance you need to go to the product page and click Download for x points and Download button one by one. After that the download will start automatically via a direct link.
Please note, our site has a point system and we don't have any hidden or recurring fees, so you are purchasing the current version of the digital product without the option of a free update. If you need a product updates in the future, you can create ticket request update (not free update)
If you need help, please read the answers to popular questions on this page first: https://codegood.net/faq. To get any other help on the product you can create a support ticket on the site: in the main menu user.
All digital products are purchased without the possibility of free updates or support update. We do not provide any license keys or product support.Please first read the FAQ on this page: https://codegood.net/faq
Please note, our site has a point system and we don't have any hidden or recurring fees, so you are purchasing the current version of the digital product without the option of a free update. If you need a product updates in the future, you can always download them using your point balance.
Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You buy the original files from the developers. We do not sell any products downloaded from other sites.
You can download the product after the purchase by a direct link on this page.
