Export Customer Details (KYC Compliance) Module for Perfex CRM
Description
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 1.1.4
- Bug Fixed.
Version 1.1.3
- Compatible with latest version of Perfex CRM 3.4.*.
Version 1.1.2
- Bug Fixed.
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.
| Type | PHP Script |
|---|---|
| Author | sejalinfotech |
| Category | Php Scripts / Add Ons |
| Price | $24 |
| Sales | 141 |
| Rating | 5.00 from 3 ratings |
| Published | Nov 11, 2020 |
| Last Update | Jul 27, 2026 |
| Compatible Browsers | IE11, Firefox, Safari, Opera, Chrome |
| Compatible Software | PHP 8.x, PHP 7.x, MySQL 5.x |
| Software Framework | CodeIgniter |
| Source Files Included | JavaScript JS, HTML, CSS, PHP |
| Video Preview Resolution | 1896x904 |
Categories
Tags
External listing. code.market does not sell this product and does not process payment for it. Pricing, payment, delivery, licensing, refunds, and support are handled by the third-party merchant on its own website. We may earn an affiliate commission from a referral. Details.
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