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Export Customer Details (KYC Compliance) Module for Perfex CRM

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Product Details
Version Download: 14 November 2024 - v1.0.8

Demo: Live Preview
License: Unlimited websites
Please read before purchase: FAQ

Original price was: $16.00.Current price is: $3.00.

Category:

“ 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

  • Before making a purchase, please read the Terms and Conditions on this page: Terms & Conditions
  • If you have any questions, please first read the FAQ on this page: FAQ
  • If you haven’t found the answer to your question, please contact us by e-mail codingshop20@yahoo.com or create ticket.
  • 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.
  • we have not responsible for support users. if you need support, you can buy products directly from envato.
  • Note that we can NOT provide purchase code for you. all products is Non-Licensed.
  • we can NOT support free updates for you. download links available until 30 days after purchase.
  • You can download the product after the purchase by a direct link on your account page in the downloads section.
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