Customer timeline
Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.
- 19 Aug 2026Pipeline: Practice management server + SQL licences — With CustomerOpportunitiesOwner Alex Vokes. Call made. Next with Customer.
- 18 Aug 2026Pipeline: Endpoint protection review and rollout — OrderedOpportunitiesOwner Rob Hall. Order received. Next with DCS.
- 16 Aug 2026Licensing Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 11 Aug 2026Microsoft 365 sync partialSyncDatasets: users, licences, usage reports. Auth mode delegated-fallback.
- 04 Aug 2026Finding raised: 8 devices on a legacy operating system buildAlertsDevice lifecycle · warning · AST-OS-LEGACY
- 29 Jul 2026Finding raised: 28 assigned-capable licences unusedAlertsLicensing · information · LIC-UNDERUSED
- 28 Jul 20263 users removed this monthUsersUser count moved from 18 to 15.
- 16 Jul 2026Executive Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 03 Jul 2026Finding raised: 2 warranties expire within 90 daysAlertsDevice lifecycle · information · AST-WARRANTY-SOON
- 29 Jun 2026Support Review pack generatedReportsGenerated by Priya Raman · customer-facing classification.
- 10 Jun 2026Finding raised: 14 in-service assets are out of warrantyAlertsDevice lifecycle · warning · AST-WARRANTY-EXPIRED
- 07 May 2026Finding raised: Backup and DR is not on a DCS contractAlertsSecurity validation · information · CON-NO-BACKUP-AND-DR
- 07 May 2026Finding raised: MFA registration at 71% of enabled usersAlertsIdentity security · warning · SEC-MFA-COVERAGE
- 02 Apr 2026Customer branding updatedSettingsLogo and primary colour saved as the new default for future packs.
- 28 Feb 20262 users removed this monthUsersUser count moved from 21 to 19.
- 25 Jan 2026Licensing Review pack generatedReportsGenerated by Priya Raman · customer-facing classification.
- 10 Jan 2026Support Review pack generatedReportsGenerated by Tom Whitfield · customer-facing classification.
Events in view
17 of 27 recorded events
iHow the timeline is builtShow
Routine movement is aggregated rather than listed one event at a time — “12 users added this month” instead of twelve separate cards. Sync milestones, licence changes, equipment, findings, opportunities and generated packs all feed the same list.