Follow-up from our review call
Email threadElena confirmed actions from the review call. Aisling named the CRM, accounting system and mailbox as the connectors in use and will check the rest. Deirdre has not yet named consultants for the refresher.
What was said
What this says
Current to 14 Oct 26Elena confirmed actions from the review call. Aisling named the CRM, accounting system and mailbox as the connectors in use and will check the rest. Deirdre has not yet named consultants for the refresher.
Ask: Elena needs the connectors consultants rely on, a list of who should attend a refresher, and a user list check against the 15 licensed users.
Customer view: Aisling apologised for the delay, gave three connectors in regular use and is unsure about the others. Deirdre has not replied in the thread.
Next: Elena checks refresh history on those three connectors and proposes a refresher time once Deirdre responds.
The thread
Updated 9 Oct 26Messages
Elena Novak 7 Aug 2026 16:00Hello Deirdre, Aisling, Thank you for your time on the call. To confirm, these are the actions as agreed: 1. Aisling will send me the list of connectors the consultants rely on most, so I can check that each one is loading as expected. 2. Deirdre will tell me which consultants would benefit from a short refresher session. 3. I will make sure the user list is reviewed against your 15 licensed users and send you the result in writing. Please let me know if I have missed anything. Kind regards, Elena
Aisling Kiely 12 Aug 2026 11:33Hi Elena, Sorry for the delay. On the connectors, the consultants use the CRM and the accounting system every day, and the mailbox most days. I am not certain about the others, so I will check with the team and come back to you. Deirdre is copied for the refresher question as that is hers. Thanks, Aisling- Elena Novak 12 Aug 2026 13:02Hello Aisling, Deirdre, Thank you, Aisling, that is helpful. To confirm, I will start with those three connectors and check their refresh history. Deirdre, when you have a moment, could you let me know which consultants should join the refresher? I will then propose a time in writing. On 12 Aug 2026, at 11:33, Aisling Kiely wrote: > I am not certain about the others, so I will check with the team and come back to you. As agreed, no rush on that one. Please send it when you have it. Kind regards, Elena