CRM · Customer workspace

Northstar Holdings

CUS-1048 · Business · Last updated Today, 09:42

Transfer responsibilityEdit customer
NH
Northstar Holdings
Maya Chen · maya@northstar.example · +61 2 5550 1048
18 Harbour Street, Sydney NSW 2000
ActiveProfile status
2Tax entities
2Open tasks
Sarah K.Responsible staff
Contact information
Primary profile details.
Edit
Emailmaya@northstar.example
Phone+61 2 5550 1048
Address18 Harbour Street, Sydney NSW 2000
Customer typeBusiness
Open work
Tasks connected to this customer.
2 open
Prepare quarterly BASENT-2201 · Due Today
Overdue
Collect missing documentsENT-2202 · Due Tomorrow
Awaiting docs
Tax entities
Entity records associated with this Customer.
+ Add entity
EntityTypeIdentifierRepresentativeStatus
Northstar HoldingsENT-2201Business•••• 4821Maya ChenActiveView
Northstar Holdings Family TrustENT-2202Individual•••• 0914Jordan LeeActiveView
Representatives
Contacts maintained within the Customer relationship.
M
Maya ChenPrimary contact · maya@northstar.example
Primary
J
Jordan LeeDirector · jordan@example.test
Activity history
Recent changes and relationship events.
Sarah K. updated the customer profileToday, 09:42
Michael R. linked Tax Entity ENT-2202Yesterday, 15:10
System created the customer record12 Jun 2026, 11:20