CUS-1182Active family accountToronto East
Customer CRM record for Avery M.
Review family recipients, consent, active requests, billing state, support history, account flags, duplicate merge checks, and CRM notes before any customer-facing update.
Customer overview
Account, consent, and family access
Email
Masked email verified
Phone
Masked contact ready
Primary recipient
Eleanor M.
Account owner
Family support desk
Joined
May 2026
Open request
MDR-1042
Billing
Card authorized, final billing after checkout
Support
SUP-442 open
Consent
Avery manages consent and billing for linked family recipients
Privacy
Masked contact only; family updates allowed after visit
Data access
Primary contact verified
Family recipients
Care profiles under this account
Selected recipient
Name
Eleanor M.
Relationship
Mother
Status
Active request
Service
Personal Support
Booking history
Requests, states, and next records
Tomorrow
Personal Support
MDR-1042
May 21
Companion Care
MDR-1018
May 14
Personal Support
MDR-1009
Support and billing
Customer-facing follow-up
Duplicate merge
Avoid splitting consent, billing, and care history across duplicate profiles.
Avery M. / old phone record
No duplicate email match
CRM notes
Operational context for every desk
Prefers post-visit family updates by chat.
Eleanor benefits from slow introductions and clear access instructions.
Avery manages consent and billing for multiple family recipients.