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madrecha / jamku

Jamku: Practice Management software for CPA, CA, CS, Advocates, Consultants to manage tasks, clients, billing, chat, attendance, etc. Feature-rich, blazing fast.
https://madrecha.com/jamku
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Client Profile Template - SOP for gathering data from Client #281

Open adarshmadrecha opened 4 years ago

adarshmadrecha commented 4 years ago

Suggested by Sandeep Surana

Problem Statement

In our office, we have an SOP (Standard Operating Procedure) to capture 3 to 7 details about any client we onboard depending on the work we perform for them. The users when collecting the details from client often forget which all details need to be collected. Hence, the requirement for a way to know which all profile fields needs to be added.

Example: For IT return filling client

  1. PAN
  2. Aadhar No
  3. Bank Details

Example: For GST return filling client

  1. PAN
  2. GSTIN

Feature Request

Create a Profile Template Module. Where we can store the SOP. Now when a new client is onboarded, we can just add profile from the template.

How it would work

It will create blank profile. Then users can edit the same to fill in the information.

ssuranaca commented 4 years ago

Creating SOP for profile section in jamku is bestest way to collect common and compulsory information from client. Client's profile section in jamku get up-to-date as planned in our office and even team members can't forget to collect such pre-defined information.

adarshmadrecha commented 3 years ago

Update: This feature is planned after we add File Uploading to Client Portal.