CRM · Tax entity workspace

Northstar Holdings Family Trust

ENT-2202 · Individual · Connected to Northstar Holdings

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I
Northstar Holdings Family Trust
ENT-2202 · •••• 0914
ActiveStatus
Northstar HoldingsCustomer
Sarah K.Responsible staff
2Representatives
Entity information
Approved identity summary.
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TypeIndividual
Identifier•••• 0914
CustomerNorthstar Holdings
Open tasks1
Representatives
Contacts linked to this entity.
Jordan LeePrimary 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 Northstar HoldingsYesterday, 15:10