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Melsonby Optical Solutions

MEL221ActiveProject only

melsonbyoptical.co.uk · Healthcare · Account manager Tom Whitfield

Microsoft 365Healthy4 days agoSupport & assets (SQL)Partial13 hr ago

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.
    21 Aug 2026
  2. Pipeline: Email security and phishing simulation — Awaiting Third PartyOpportunities
    Owner Rob Hall. Quote prepared. Next with Third Party.
    07 Aug 2026
  3. Support Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    23 Jul 2026
  4. Added 4 licencesLicensing
    Purchased total 37 → 41.
    19 Jul 2026
  5. 2 users added this monthUsers
    User count moved from 32 to 34.
    28 Jun 2026
  6. Support Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    24 Jun 2026
  7. Finding raised: 1 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    24 Jun 2026
  8. Added 4 licencesLicensing
    Purchased total 33 → 37.
    21 Jun 2026
  9. Finding raised: 12 assigned-capable licences unusedAlerts
    Licensing · information · LIC-UNDERUSED
    13 Jun 2026
  10. Finding raised: Email security is not on a DCS contractAlerts
    Security validation · information · CON-NO-EMAIL-SECURITY
    12 Jun 2026
  11. Finding raised: 14 machines supported on a project only basisAlerts
    Support · information · CON-NO-MANAGED
    04 Jun 2026
  12. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    24 May 2026
  13. 4 users added this monthUsers
    User count moved from 28 to 32.
    28 Apr 2026
  14. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    21 Apr 2026
  15. Added 3 licencesLicensing
    Purchased total 30 → 33.
    19 Apr 2026
  16. Technical Review pack generatedReports
    Generated by Dan Okafor · customer-facing classification.
    31 Mar 2026
  17. 7 users added this monthUsers
    User count moved from 21 to 28.
    28 Mar 2026
  18. Licensing Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    11 Jan 2026

Events in view

18 of 30 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.