Onboarding session: finding a time
Email thread Penmaen Software · cs
Callie Brennan asked Ffion Rees for a time to review connectors and field mapping. Ffion offered the next morning and said she would check ticket source access with IT. Mainly logistical.
What was said
What this says
Current to 14 Oct 26Callie Brennan asked Ffion Rees for a time to review connectors and field mapping. Ffion offered the next morning and said she would check ticket source access with IT. Mainly logistical.
Ask: Callie wanted an hour on connectors and field mapping, confirmation that access still covers the ticket and renewal sources, and any extra attendees.
Customer view: Ffion agreed a time and expects access to be unchanged. She will be alone on the call and may bring a colleague in later.
Next: Ffion to check the ticket source with IT and report any change.
The thread
Updated 9 Oct 26Messages
Callie Brennan 6 Sep 2024 09:39Hi Ffion, Next up on the onboarding plan is the follow-up session on your connectors and field mapping. Here is what I need from your side before we switch on the next refresh: - a time early next week that suits you, about an hour - confirmation that the access you've already given still covers the ticket and renewal sources - anyone else from customer success you'd like on the call The mapping so far is looking tidy, but I'd like to walk through it with you rather than assume. Thanks, Callie
Ffion Rees 9 Sep 2024 15:44Hi Callie, Thanks for this. Tomorrow morning would work for me, any time before lunch. Access should be unchanged, but I'll double check the ticket source with our IT team and let you know if anything has moved. It will just be me on the call for now. I might bring a colleague in later once I know what we're doing with it. Kind regards, Ffion