Client management ยท authorised scope

Customers

Find, review and maintain customer profiles that are assigned to your team.

+ Add customer
Total customers
12
Within your scope
Active
9
Available for new work
Documents pending
5
Needs customer follow-up
Assigned staff
3
Current responsibility owners
Customer directory
Search, sort and page through customer profiles. Access is limited to the assigned responsibility scope.
12 records
Customer Contact Tax entities Responsible staff Profile status Documents Last updated Actions
NH
Northstar Holdings
CUS-1048
Maya Chen
maya@northstar.example
 3 Sarah K. Active Complete Today, 09:42 View
GR
Greenfield Retail
CUS-1047
Daniel Wong
daniel@greenfield.example
 2 Michael R. Active Pending Today, 08:18 View
AS
Acme Services Group
CUS-1046
Priya Shah
priya@acme.example
 1 Lina P. Active Needs review Yesterday, 16:05 View
HC
Harbour & Co
CUS-1045
Oliver Reed
oliver@harbour.example
 4 Sarah K. Active Complete Yesterday, 14:27 View
BD
Brightpath Dental
CUS-1044
Emma Wilson
emma@brightpath.example
 1 Michael R. On hold Pending 18 Jun 2026 View
MP
Meridian Property Trust
CUS-1043
Noah Martin
noah@meridian.example
 5 Lina P. Active Complete 17 Jun 2026 View
SM
Silverline Manufacturing
CUS-1042
Sofia Patel
sofia@silverline.example
 2 Sarah K. Active Pending 16 Jun 2026 View
WC
Willow Creek Studios
CUS-1041
Ethan Brooks
ethan@willow.example
 1 Michael R. Archived Complete 14 Jun 2026 View
AH
Atlas Hospitality
CUS-1040
Amelia King
amelia@atlas.example
 3 Lina P. Active Complete 12 Jun 2026 View
OI
Oak & Ivy Consulting
CUS-1039
Lucas Tan
lucas@oakivy.example
 2 Sarah K. Active Needs review 10 Jun 2026 View
RL
Redgum Logistics
CUS-1038
Isla Cooper
isla@redgum.example
 2 Michael R. On hold Pending 08 Jun 2026 View
CL
Cedar Lane Foods
CUS-1037
Jack Evans
jack@cedarlane.example
 1 Lina P. Active Complete 05 Jun 2026 View
Preview only: create, update, delete, customer profile and related records are not persisted.