Customer timeline
Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.
- 24 Aug 2026Microsoft 365 sync successSyncDatasets: users, licences, usage reports. Auth mode gdap.
- 01 Aug 2026Pipeline: Practice management server + SQL licences — OrderedOpportunitiesOwner Rob Hall. Order received. Next with Account Manager.
- 20 Jul 2026Support Review pack generatedReportsGenerated by Priya Raman · customer-facing classification.
- 14 Jul 2026Finding raised: 11 in-service assets are out of warrantyAlertsDevice lifecycle · warning · AST-WARRANTY-EXPIRED
- 12 Jul 2026Finding raised: 1 warranties expire within 90 daysAlertsDevice lifecycle · information · AST-WARRANTY-SOON
- 01 Jul 2026Licensing Review pack generatedReportsGenerated by Rachel Byrne · customer-facing classification.
- 21 Jun 2026Finding raised: 20 assigned-capable licences unusedAlertsLicensing · information · LIC-UNDERUSED
- 15 Jun 20263 assets added to inventoryAssetsRecorded by the operational source system.
- 28 May 20262 users added this monthUsersUser count moved from 8 to 10.
- 15 Apr 20262 assets added to inventoryAssetsRecorded by the operational source system.
- 16 Mar 2026Customer branding updatedSettingsLogo and primary colour saved as the new default for future packs.
- 07 Mar 2026Technical Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
- 15 Feb 20262 assets added to inventoryAssetsRecorded by the operational source system.
- 04 Feb 2026Technical Review pack generatedReportsGenerated by Ellie Marsh · customer-facing classification.
Events in view
14 of 22 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.