Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_toc048 Primary key — never changes |
| Account number | TOC048 Links to ticketing and SQL |
| Display name | Tockwith Financial Ltd |
| Primary domain | tockwithfinancial.co.uk Microsoft tenant mapping aid |
| Tenant ID | toc048-8119-4f2a-9c31-477393 |
| SQL external key | TOC048 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 26 May 2025 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Disconnected |
| Relationship state | expired No expiry recorded |
| Last successful sync | 03 Aug 2026 04:00 UTC 3 weeks ago |
| Last attempt | 24 Aug 2026 11:00 UTC Result: failed |
| M365 data quality | Authentication failed |
| SQL data quality | Source unavailable No SQL mapping for this account |
| Schedule | Weekly — users, licences, usage reports Configurable per dataset and customer |
Connection changes require the administrator role.
Branding
Saved once and reused automatically for future dashboards and packs
Editable
Customer logo
PNG, JPG, WEBP or SVG up to 4 MB. Transparent backgrounds work best.
Meeting pack preview
Tockwith Financial Ltd
Saved branding is applied to this customer's dashboard, exports and every future meeting pack.
Customer colours change accents only. Warning, failure and success colours, typography and layout stay fixed so every customer dashboard and pack reads the same way.
Customer contacts
Who to speak to. Used for meeting invitations and pipeline follow-up.
| Name | Role | Phone | Notes | |
|---|---|---|---|---|
| Samir SinclairPrimary | Operations Manager | [email protected] | 01346 872014 | Day-to-day escalation contact |
| Bethan Haines | HR Manager | [email protected] | 01548 948305 | Starters and leavers |
Prototype controls
Demo-only switches for showing how the phases differ
TOC048 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.