Q
Quanta CRM
Signed in as
PS
Priya Shah
user

Audit log

Append-only history of creates, updates, and status changes. Read-only.

TimestampActorActionEntityNote
Jun 17, 2026, 01:42 PMPriya ShahcreateOpportunity opp_whr2d8pn—
Jun 17, 2026, 01:42 PMPriya ShahcreateInteraction int_a8d7xv3b—
Jun 17, 2026, 01:42 PMAnika KapoorcreateParty: Meridian Prime Brokerage—
Jun 17, 2026, 01:42 PMAnika KapoorcreateComplianceCase kyc_xb65tsmk—
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_xb65tsmkChecklist item identity_documents -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_xb65tsmkChecklist item beneficial_ownership -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_xb65tsmkChecklist item sanctions_screening -> completed
Jun 17, 2026, 01:42 PMHelena Vancestatus changeComplianceCase kyc_xb65tsmkstatus: not_started → approved
Jun 17, 2026, 01:42 PMJonas WebercreateParty: Catherine Novaria—
Jun 17, 2026, 01:42 PMJonas WebercreateOpportunity opp_civlorfc—
Jun 17, 2026, 01:42 PMPriya ShahcreateParty: Cortex Family Office—
Jun 17, 2026, 01:42 PMPriya ShahcreateComplianceCase kyc_tqjjegro—
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_tqjjegroChecklist item identity_documents -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_tqjjegroChecklist item proof_of_address -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_tqjjegroChecklist item source_of_funds -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_tqjjegroChecklist item beneficial_ownership -> completed
Jun 17, 2026, 01:42 PMHelena Vancestatus changeComplianceCase kyc_tqjjegroAwaiting sanctions screening sign-off
Jun 17, 2026, 01:42 PMPriya ShahcreateOpportunity opp_0l8o45mc—
Jun 17, 2026, 01:42 PMPriya ShahcreateInteraction int_ra7sio4r—
Jun 17, 2026, 01:42 PMPriya ShahcreateTask task_88tgmqm—
Jun 17, 2026, 01:42 PMPriya ShahcreateParty: Ariadne Macro Fund—
Jun 17, 2026, 01:42 PMPriya ShahcreateComplianceCase kyc_p07mfixf—
Jun 17, 2026, 01:42 PMPriya ShahcreateContact ctc_ed6r7e79—
Jun 17, 2026, 01:42 PMPriya ShahcreateContact ctc_4mv47mk7—
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_p07mfixfChecklist item identity_documents -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_p07mfixfChecklist item proof_of_address -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_p07mfixfChecklist item source_of_funds -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_p07mfixfChecklist item beneficial_ownership -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_p07mfixfChecklist item sanctions_screening -> completed
Jun 17, 2026, 01:42 PMHelena Vancestatus changeComplianceCase kyc_p07mfixfFull institutional pack approved.
Jun 17, 2026, 01:42 PMPriya Shahstatus changeParty: Ariadne Macro Fundstatus: prospect → active
Jun 17, 2026, 01:42 PMPriya ShahcreateInteraction int_t2nuhyn2—
Jun 17, 2026, 01:42 PMPriya ShahcreateInteraction int_pfgcv52c—
Jun 17, 2026, 01:42 PMPriya ShahcreateOpportunity opp_kokb0g0n—
Jun 17, 2026, 01:42 PMPriya ShahcreateTask task_506ltbp—
Jun 17, 2026, 01:42 PMJonas WebercreateParty: Hadley Endowment—
Jun 17, 2026, 01:42 PMJonas WebercreateContact ctc_5vyg9inu—
Jun 17, 2026, 01:42 PMJonas WebercreateInteraction int_mx6to8c3—
Jun 17, 2026, 01:42 PMJonas WebercreateOpportunity opp_mnz67q5c—
Jun 17, 2026, 01:42 PMMarcus ReidcreateTask task_37pprzp—
Jun 17, 2026, 01:42 PMPriya ShahcreateParty: Stefan Koppel—
Jun 17, 2026, 01:42 PMPriya ShahcreateComplianceCase kyc_xjchehca—
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_xjchehcaChecklist item identity_documents -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_xjchehcaChecklist item proof_of_address -> completed
Jun 17, 2026, 01:42 PMHelena VanceupdateComplianceCase kyc_xjchehcaChecklist item sanctions_screening -> completed
Jun 17, 2026, 01:42 PMHelena Vancestatus changeComplianceCase kyc_xjchehcastatus: not_started → in_progress