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Kexby Optical Services

KEX460Active

kexbyoptical.co.uk · Healthcare · Account manager Rachel Byrne

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. Finding raised: 22 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    22 Aug 2026
  2. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    22 Aug 2026
  3. Added 3 licencesLicensing
    Purchased total 158 → 161.
    16 Aug 2026
  4. Added 5 licencesLicensing
    Purchased total 153 → 158.
    09 Aug 2026
  5. Pipeline: Practice management server + SQL licences — Meeting OrganisedOpportunities
    Owner Alex Vokes. Meeting requested. Next with Account Manager.
    05 Aug 2026
  6. Finding raised: 40 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    04 Aug 2026
  7. Pipeline: Business Premium licence uplift — On HoldOpportunities
    Owner Rob Hall. On hold. Next with Customer.
    30 Jul 2026
  8. Executive Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    29 Jul 2026
  9. 6 users added this monthUsers
    User count moved from 144 to 150.
    28 Jul 2026
  10. Finding raised: 2 devices running an unsupported operating systemAlerts
    Device lifecycle · critical · AST-OS-UNSUPPORTED
    18 Jul 2026
  11. 4 users added this monthUsers
    User count moved from 138 to 142.
    28 Jun 2026
  12. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jun 2026
  13. 2 users added this monthUsers
    User count moved from 135 to 137.
    28 May 2026
  14. Finding raised: 22 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    17 May 2026
  15. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  16. Finding raised: 3 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    13 May 2026
  17. Finding raised: 8 licensed users inactive for over 90 daysAlerts
    Licensing · warning · USR-INACTIVE-LICENSED
    10 May 2026
  18. Licensing Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    09 May 2026
  19. 2 users removed this monthUsers
    User count moved from 137 to 135.
    28 Apr 2026
  20. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Apr 2026
  21. 2 users removed this monthUsers
    User count moved from 143 to 141.
    28 Feb 2026
  22. 4 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Feb 2026
  23. 3 users removed this monthUsers
    User count moved from 149 to 146.
    28 Jan 2026
  24. Executive Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    17 Jan 2026
  25. 3 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jan 2026

Events in view

25 of 53 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.