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
People3 rows · click a row to see everything linked to it
| APerson | AName | AHousehold | ADOB | AEmployer | ARole | ABasis | AEmails | AClient folder(s) | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | P0001 | Alex Taylor | H0001 | 1981-03-14 | Brisbane Health | Full-time | alex.taylor@example.com | Clients/Taylor | |
| 2 | P0002 | Sam Taylor | H0001 | 1983-08-02 | Self-employed | Sole trader | sam@example.net | Clients/Taylor | |
| 3 | P0003 | Jordan Lee | H0002 | 1990-01-20 | Acme Pty Ltd | Full-time | Clients/Lee |
Noteslinked to P0002 · 1 rows
| AHousehold/Party | ACategory | ANote | ADate | ASource | AEvidence | |
|---|---|---|---|---|---|---|
| 1 | H0001 | refinance | Asked about fixing part of the loan before the rate review | 2026-07-02 |