Client database
Your clients, households, loans and income, linked together. Click any row to see everything connected to it.
Last updated 09:34Refresh
Draft · 2 questions still open · built Thu 15 Oct 09:34
Households3 rows · click a row to see everything linked to it
| AHousehold | AName | AMembers | ## members | AEntities linked | AShared entities | $Personal loan balances | AStory | AAddress | AClient folder(s) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | H0001 | Alex & Sam Taylor | P0001 Alex Taylor, P0002 Sam Taylor | 2 | E0001 Taylor Family Trust | 1,240,000 | Brisbane QLD 4000 | Clients/Taylor | ||
| 2 | H0002 | Jordan Lee | P0003 Jordan Lee | 1 | 412,500 | Robina QLD 4226 | Clients/Lee | |||
| 3 | H0003 | Priya & Dev Sharma | P0004 Priya Sharma, P0005 Dev Sharma | 2 | E0002 Sharma Holdings Pty Ltd | 865,300 | Carindale QLD 4152 | Clients/Sharma |
Peoplelinked to H0002 · 1 rows