Customer timeline
Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.
- 24 Aug 2026Microsoft 365 sync successSyncDatasets: users, licences, usage reports. Auth mode delegated-fallback.
- 16 Aug 2026Finding raised: Backup and DR is not on a DCS contractAlertsSecurity validation · information · CON-NO-BACKUP-AND-DR
- 04 Aug 2026Executive Review pack generatedReportsGenerated by Rachel Byrne · customer-facing classification.
- 31 Jul 2026Licensing Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 28 Jul 20264 users added this monthUsersUser count moved from 20 to 24.
- 17 Jul 2026Finding raised: 1 contract has passed its end dateAlertsSupport · critical · CON-LAPSED
- 01 Jul 2026Finding raised: 23 machines supported on a project only basisAlertsSupport · information · CON-NO-MANAGED
- 21 Jun 2026Pipeline: Practice management server + SQL licences — On HoldOpportunitiesOwner Alex Vokes. On hold. Next with Sales Owner.
- 21 Jun 2026Finding raised: Email security is not on a DCS contractAlertsSecurity validation · information · CON-NO-EMAIL-SECURITY
- 31 May 2026Finding raised: 2 warranties expire within 90 daysAlertsDevice lifecycle · information · AST-WARRANTY-SOON
- 30 May 2026Finding raised: 1 contract up for renewal within 90 daysAlertsSupport · information · CON-RENEWAL-DUE
- 28 May 20263 users removed this monthUsersUser count moved from 23 to 20.
- 15 Apr 20262 assets added to inventoryAssetsRecorded by the operational source system.
- 12 Apr 2026Added 3 licencesLicensingPurchased total 42 → 45.
- 05 Apr 2026Added 8 licencesLicensingPurchased total 34 → 42.
- 07 Feb 2026Customer branding updatedSettingsLogo and primary colour saved as the new default for future packs.
- 03 Feb 2026Executive Review pack generatedReportsGenerated by Tom Whitfield · customer-facing classification.
- 24 Jan 2026Licensing Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 15 Jan 20263 assets added to inventoryAssetsRecorded by the operational source system.
Events in view
19 of 34 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.