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Ingbirchworth Financial Holdings

ING757Active

ingbirchworthfinancial.co.uk · Financial services · Account manager Tom Whitfield

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. Pipeline: Meeting room AV + Teams Rooms rollout — LostOpportunities
    Owner Alex Vokes. No response. Next with Account Manager.
    22 Aug 2026
  2. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode app-consent.
    22 Aug 2026
  3. Finding raised: 1 device running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    07 Aug 2026
  4. 2 users added this monthUsers
    User count moved from 26 to 28.
    28 Jul 2026
  5. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jul 2026
  6. Pipeline: Meeting room AV + Teams Rooms rollout — On HoldOpportunities
    Owner Barry Rankin. On hold. Next with DCS.
    07 Jul 2026
  7. 3 users removed this monthUsers
    User count moved from 29 to 26.
    28 Jun 2026
  8. Finding raised: 11 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    23 Jun 2026
  9. Support Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    08 Jun 2026
  10. Support Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    01 May 2026
  11. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Mar 2026
  12. 3 users added this monthUsers
    User count moved from 26 to 29.
    28 Feb 2026
  13. Support Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    04 Jan 2026

Events in view

13 of 26 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.