CRM · Tax entity workspace

Taylor Investment Trust

ENT-2138 · Individual · Connected to Taylor Investments

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I
Taylor Investment Trust
ENT-2138 · •••• 8635
ActiveStatus
Taylor InvestmentsCustomer
Michael R.Responsible staff
2Representatives
Entity information
Approved identity summary.
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TypeIndividual
Identifier•••• 8635
CustomerTaylor Investments
Open tasks1
Representatives
Contacts linked to this entity.
Grace TaylorPrimary representative · contact@example.test
Jordan LeeAuthorised contact · jordan@example.test
Activity history
Entity and relationship events are retained in the preview model.
Sarah K. updated entity statusToday, 09:42
Michael R. linked the entity to Taylor InvestmentsYesterday, 15:10