Financial Relationships
Financial account views reference CRM identity rather than creating duplicate customer masters. DEMO data.
| Account ID | Account | Type | CRM Identity | Billing Status | Balance |
|---|---|---|---|---|---|
| ACC-001 | Cedar Ridge HOA | HOA / Community | DC-003:HOA-1042 | Current | $0.00 |
| ACC-002 | Maple Grove Community Association | HOA / Community | DC-003:HOA-1187 | Past Due | $2,400.00 |
| ACC-003 | BrightPath Property Management | Property Manager | DC-004:PM-3391 | Current | $0.00 |
| ACC-004 | Apex Home Services (Provider) | Provider | DC-005:PRV-7720 | Current | $0.00 |
| ACC-005 | Lumen Smart Spaces (Provider) | Provider | DC-005:PRV-8814 | Pending | $850.00 |
| ACC-006 | Jordan Pierce — Preferred Partner | Preferred Partner | DC-006:AFF-2201 | Current | $0.00 |
| ACC-007 | Sienna Ortiz — Preferred Partner | Preferred Partner | DC-006:AFF-3318 | Current | $0.00 |
| ACC-008 | Harborview Estates HOA | HOA / Community | DC-003:HOA-5520 | Current | $0.00 |
| ACC-009 | Northstar Vendor Network (Provider) | Provider | DC-005:PRV-9012 | Suspended | $3,200.00 |
| ACC-010 | Greenfield Business Services | Other Business | DC-002:CO-4471 | Current | $0.00 |