The “Export Customer Details (KYC Compliance)” module enhances Perfex CRM by allowing additional client management features.
You can upload and map client files as KYC documents, enabling easy retrieval of client details with associated KYC files in PDF format. Additionally, you can utilize this module to map services provided to clients using items as service references.
Key Advantages:
– Generate comprehensive KYC forms for clients, including mapped services/items.
– Manage client details with custom fields.
– Map KYC documents to clients through image uploads.
– Download/print customized forms with logos and font colors matching your branding.
– Establish bidirectional mappings between clients and services.
– Export client services reports.
– Apply custom settings to KYC forms.
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