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Cleveley Travel Partners

CLE062Active

cleveleytravel.co.uk · Travel · Account manager Dan Okafor · Cleveley Holdings (head office of 3)

Microsoft 365Healthy3 days agoSupport & assets (SQL)Awaiting SQL integration

01 Jan 202625 Aug 2026 · month buckets · applies to every section

Customer timeline

Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.

  1. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    22 Aug 2026
  2. Finding raised: 13 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    15 Aug 2026
  3. Executive Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    14 Aug 2026
  4. Pipeline: Firewall replacement and HA pair — OrderedOpportunities
    Owner Barry Rankin. Order received. Next with Account Manager.
    02 Aug 2026
  5. 3 users added this monthUsers
    User count moved from 61 to 64.
    28 Jul 2026
  6. Support Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    26 Jul 2026
  7. Executive Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    15 Jul 2026
  8. 4 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jul 2026
  9. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    28 Jun 2026
  10. Finding raised: 15 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    28 Jun 2026
  11. 5 users added this monthUsers
    User count moved from 55 to 60.
    28 Jun 2026
  12. Finding raised: 25 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    02 Jun 2026
  13. 7 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  14. Finding raised: MFA registration at 73% of enabled usersAlerts
    Identity security · warning · SEC-MFA-COVERAGE
    09 May 2026
  15. 3 users removed this monthUsers
    User count moved from 57 to 54.
    28 Mar 2026
  16. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Mar 2026
  17. 2 users removed this monthUsers
    User count moved from 60 to 58.
    28 Feb 2026
  18. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jan 2026
  19. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    12 Jan 2026

Events in view

19 of 33 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.