Follow-up from the quarterly review
Email thread Brannock Medical Supplies: documents · cs
Marcus Bell recapped actions from the review. Sunita Bains is checking the licensed user list for inactive or moved people and says no major CRM field changes are known.
What was said
What this says
Current to 11 Oct 26Marcus Bell recapped actions from the review. Sunita Bains is checking the licensed user list for inactive or moved people and says no major CRM field changes are known.
Ask: Marcus asked Sunita to check the licensed users against the current key-account team and to report any CRM field changes. He owes the usage breakdown by trust.
Customer view: Sunita is cooperative. She will confirm inactive accounts and people who have moved roles, and wants the usage breakdown to cross-check.
Next: her list was promised within days, and the thread does not show it arriving.
The thread
Updated 9 Oct 26Messages
Marcus Bell 17 Sep 2025 15:24Hi Helen, hi Sunita, Thanks for your time on the review. Just a short note on what we agreed so nothing gets lost: - Sunita to check the list of licensed users against who is actually in the key-account team now. You have 40 licences, and I'd like to be sure they're with the right people. - Sunita to let me know if any CRM fields have changed recently, as that can affect what the brain pulls through. - I'll send the usage breakdown by trust, as Helen asked. Happy to jump on a call with Sunita if it's quicker to go through the list together. Thanks, Marcus
Sunita Bains 22 Sep 2025 09:23Hi Marcus, Thanks for the summary. I've started on the user list and will confirm which accounts are inactive or belong to people who have moved roles. I should have that to you in the next few days. On the CRM fields, nothing major has changed that I'm aware of, but I'll double-check with the team before I say so for certain. If you can send the usage breakdown by trust, I'll cross-check it against the list at the same time. Kind regards, Sunita