Customer timeline
Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.
- 23 Aug 2026Microsoft 365 sync successSyncDatasets: users, licences, usage reports. Auth mode gdap.
- 20 Aug 2026Pipeline: Dell laptop refresh - 30 units — Meeting OrganisedOpportunitiesOwner Alex Vokes. Meeting booked. Next with Engineer.
- 24 Jul 2026Pipeline: Dell laptop refresh - 30 units — LostOpportunitiesOwner Rob Hall. No response. Next with Sales Owner.
- 19 Jul 2026Added 8 licencesLicensingPurchased total 16 → 24.
- 16 Jul 2026Technical Review pack generatedReportsGenerated by Dan Okafor · customer-facing classification.
- 28 Jun 2026Finding raised: 13 machines supported on a time and materials basisAlertsSupport · information · CON-NO-MANAGED
- 22 Jun 2026Finding raised: Endpoint protection is not on a DCS contractAlertsSecurity validation · warning · CON-NO-ENDPOINT-PROTECTION
- 15 Jun 20262 assets added to inventoryAssetsRecorded by the operational source system.
- 09 Jun 2026Finding raised: 1 warranties expire within 90 daysAlertsDevice lifecycle · information · AST-WARRANTY-SOON
- 06 Jun 2026Finding raised: 2 contracts up for renewal within 90 daysAlertsSupport · information · CON-RENEWAL-DUE
- 28 Apr 2026Finding raised: Email security is not on a DCS contractAlertsSecurity validation · information · CON-NO-EMAIL-SECURITY
- 27 Apr 2026Finding raised: 14 assigned-capable licences unusedAlertsLicensing · information · LIC-UNDERUSED
- 24 Feb 2026Licensing Review pack generatedReportsGenerated by Rachel Byrne · customer-facing classification.
- 01 Feb 2026Added 5 licencesLicensingPurchased total 11 → 16.
- 28 Jan 20262 users removed this monthUsersUser count moved from 10 to 8.
- 07 Jan 2026Executive Review pack generatedReportsGenerated by Dan Okafor · customer-facing classification.
- 03 Jan 2026Licensing Review pack generatedReportsGenerated by Priya Raman · customer-facing classification.
Events in view
17 of 23 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.