Rd Agent Software

Anaghaasri solutions

Über diese App

✅ RD Agent Software offers a comprehensive suite of features designed to simplify operations for agents.
✅ Create multiple lots (Cash, DOP Cheque) within seconds and download or share them in PDF and Excel formats.
✅ Payslip downloads are available for lots.
✅ AI-powered auto captcha filling ensures seamless login and form submission.
✅ The accounts short code feature enables filtering by opening date and searching using shortcode, account number, or name.
✅ View full account details, payment history, and maturity details.
✅ Set WhatsApp reminders for due payments.
✅ Provides family ID and CIF reports for tracking investments.
✅ Supports offline lot preparation, allowing submission once online.
✅ Agents can download their commission details and monthly business turnover as PDFs.
✅ A dashboard offers an overview of business details.
✅ Account views are categorized into the first and second halves of the month.
✅ Monthly and yearly growth charts for new accounts are available.
✅ Collections overview differentiates transactions using colors.
✅ Postal scheme presentations help agents track maturity values and dates for RD, SAS, TD, MIS, KVP, and NSC.
✅ Bulk Aslass number uploads and DOP portal password updates enhance usability.
✅ Customer account statements can be downloaded in PDF format.
✅ Renewal reminders can be set directly on the home screen.
✅ Supports adding family ID and CIF to RD and SAS accounts.
✅ All features are accessible on both mobile and desktop platforms.
✅ Data security is prioritized with restricted access.
✅ The desktop software supports multiple DOP ID logins.
✅ Simple UI with a large font makes management easier.
✅ Regular software updates ensure smooth operation.
✅ Users can view postal holidays within the app.
✅ Upcoming features include KYC document management and bulk SMS reminders, further enhancing the software’s capabilities.

Neuerungen

BugFixes and Improvements