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: Practice management server + SQL licences — Meeting OrganisedOpportunitiesOwner Alex Vokes. Meeting requested. Next with Engineer.
- 18 Aug 2026Executive Review pack generatedReportsGenerated by Dan Okafor · customer-facing classification.
- 13 Aug 2026Finding raised: Endpoint protection is not on a DCS contractAlertsSecurity validation · warning · CON-NO-ENDPOINT-PROTECTION
- 11 Aug 2026Licensing Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 28 Jun 2026Finding raised: 30 machines supported on a time and materials basisAlertsSupport · information · CON-NO-MANAGED
- 29 May 2026Finding raised: Email security is not on a DCS contractAlertsSecurity validation · information · CON-NO-EMAIL-SECURITY
- 17 May 2026Finding raised: 18 in-service assets are out of warrantyAlertsDevice lifecycle · warning · AST-WARRANTY-EXPIRED
- 16 May 2026Finding raised: 2 warranties expire within 90 daysAlertsDevice lifecycle · information · AST-WARRANTY-SOON
- 05 May 2026Finding raised: Backup and DR is not on a DCS contractAlertsSecurity validation · information · CON-NO-BACKUP-AND-DR
- 28 Apr 20263 users added this monthUsersUser count moved from 36 to 39.
- 15 Mar 20262 assets added to inventoryAssetsRecorded by the operational source system.
- 11 Mar 2026Executive Review pack generatedReportsGenerated by Rachel Byrne · customer-facing classification.
- 28 Feb 20264 users added this monthUsersUser count moved from 33 to 37.
- 20 Feb 2026Technical Review pack generatedReportsGenerated by Tom Whitfield · customer-facing classification.
- 28 Jan 20263 users removed this monthUsersUser count moved from 36 to 33.
Events in view
16 of 25 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.