CRM · Tax entity workspace

Redwood Family Trust

ENT-2160 · Individual · Connected to Redwood Partners

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I
Redwood Family Trust
ENT-2160 · •••• 2876
Needs reviewStatus
Redwood PartnersCustomer
Michael R.Responsible staff
2Representatives
Entity information
Approved identity summary.
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TypeIndividual
Identifier•••• 2876
CustomerRedwood Partners
Open tasks1
Representatives
Contacts linked to this entity.
Lucas HarrisPrimary 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 Redwood PartnersYesterday, 15:10