Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_ulv718 Primary key — never changes |
| Account number | ULV718 Links to ticketing and SQL |
| Display name | Ulverston Pharmacy Associates |
| Primary domain | ulverstonpharmacy.co.uk Microsoft tenant mapping aid |
| Tenant ID | ulv718-1259-4f2a-9c31-920484 |
| SQL external key | ULV718 |
| Account manager | Tom Whitfield |
| Status | Active |
| Created | 07 Nov 2022 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 19 May 2027 |
| Last successful sync | 01 Aug 2026 10:00 UTC 3 weeks ago |
| Last attempt | 24 Aug 2026 17:00 UTC Result: failed |
| M365 data quality | Stale |
| SQL data quality | Healthy Mapped to the DCS API |
| 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
Ulverston Pharmacy Associates
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 | |
|---|---|---|---|---|
| Isla HainesPrimary | Practice Manager | [email protected] | 01952 376597 | Approves user changes |
| Marcus Chandra | IT Coordinator | [email protected] | 01482 898966 | Internal technical contact |
Prototype controls
Demo-only switches for showing how the phases differ
ULV718 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.