Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_cal808 Primary key — never changes |
| Account number | CAL808 Links to ticketing and SQL |
| Display name | Calder Care Associates |
| Primary domain | caldercare.co.uk Microsoft tenant mapping aid |
| Tenant ID | cal808-3230-4f2a-9c31-523134 |
| SQL external key | CAL808 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 13 Apr 2021 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Interactive delegated fallback |
| Relationship state | active Expiry 26 Apr 2027 |
| Last successful sync | 22 Aug 2026 21:00 UTC 3 days ago |
| Last attempt | 24 Aug 2026 17:00 UTC Result: success |
| M365 data quality | Healthy |
| SQL data quality | Source unavailable No SQL mapping for this account |
| Schedule | Weekly — users, licences, usage reports Configurable per dataset and customer |
Connection changes require the administrator role.
Branding
Saved once and reused automatically for future dashboards and packs
Editable
Customer logo
PNG, JPG, WEBP or SVG up to 4 MB. Transparent backgrounds work best.
Meeting pack preview
Calder Care Associates
Saved branding is applied to this customer's dashboard, exports and every future meeting pack.
Customer colours change accents only. Warning, failure and success colours, typography and layout stay fixed so every customer dashboard and pack reads the same way.
Customer contacts
Who to speak to. Used for meeting invitations and pipeline follow-up.
| Name | Role | Phone | Notes | |
|---|---|---|---|---|
| Jasmine MensahPrimary | Operations Manager | [email protected] | 01518 696468 | Day-to-day escalation contact |
| George Marsh | Managing Director | [email protected] | 01964 118446 | Decision maker for spend |
Prototype controls
Demo-only switches for showing how the phases differ
CAL808 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.