• 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