CRM · Customer workspace

Acme Services Group

CUS-1046 · Business · Last updated Yesterday, 16:05

Transfer responsibilityEdit customer
AS
Acme Services Group
Priya Shah · priya@acme.example · +61 7 5550 1046
7 River Road, Brisbane QLD 4000
ActiveProfile status
2Tax entities
2Open tasks
Lina P.Responsible staff
Contact information
Primary profile details.
Edit
Emailpriya@acme.example
Phone+61 7 5550 1046
Address7 River Road, Brisbane QLD 4000
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
Acme Services GroupENT-2201Business•••• 4821Priya ShahActiveView
Acme Services Group Family TrustENT-2202Individual•••• 0914Jordan LeeActiveView
Representatives
Contacts maintained within the Customer relationship.
P
Priya ShahPrimary contact · priya@acme.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