Craig Paterson
Person
Lornefield Pensions Administration: documents · admin
Craig Paterson is the connector administrator at Lornefield Pensions Administration, based in Edinburgh. He raised most of the account's tickets and wants notice before refresh changes. His platform account was deactivated on 2 Apr 2026.
Who they are
Insight
Current to 11 Oct 26Craig Paterson is the connector administrator at Lornefield Pensions Administration, based in Edinburgh. He raised most of the account's tickets and wants notice before refresh changes. His platform account was deactivated on 2 Apr 2026.
Role: Craig is the Scheme Systems Administrator and platform admin. The record shows 24 tickets, 11 email threads and 9 calls, mostly about connectors, refresh timing and how-to questions.
Influence: he shapes operations, not commercial decisions. Imogen Hartley carries the value case and the sponsor conversation, while Craig's concern is stable connectors and advance notice of any change.
Watch: his platform account was deactivated on 2 Apr 2026. The evidence does not show why, or who now administers the connectors at Lornefield. Confirm that before the next conversation.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Lornefield Pensions Administration | Scheme Systems Administrator | admin | craig.paterson@lornefield.example |
Activity
- 13 Feb 2026ticketData not updating
- 29 Jan 2026email_threadNotes and next steps from the QBR
+1 - 28 Jan 2026callLornefield Pensions Administration / BB-Demo – Qbr+1
- 23 Jan 2026ticketFeature request – export search results to CSV
- 9 Jan 2026ticketHow to export dashboard data
- 15 Dec 2025ticketAdd new user to brain
- 19 Nov 2025ticketDashboard date filter not working
- 3 Nov 2025ticketDuplicated membership records
- 15 Sep 2025ticketConnector sync issue
- 10 Sep 2025ticketSlow query response times
- 21 Aug 2025ticketResponse times very slow
- 18 Aug 2025ticketConnector sync failure
- 4 Jul 2025ticketConnector timing out
- 16 Apr 2025ticketRefresh taking longer than usual
- 9 Apr 2025ticketConnector stopped updating
- 2 Apr 2025ticketCSV export not working
- 31 Jan 2025email_threadConnector refresh - following up on your ticket
- 30 Jan 2025ticketCustom dashboard widget error
- 19 Dec 2024ticketQuestion about user count on recent invoice
- 26 Nov 2024eventRevenue leaders roundtable
+15 - 18 Nov 2024email_threadInvitation: Revenue leaders roundtable in London
- 29 Oct 2024ticketEmail connector timing out during sync
- 6 Aug 2024email_threadQuarterly review follow-up+1
- 5 Aug 2024callLornefield Pensions Administration / BB-Demo – Qbr+1
- 13 Jun 2024eventBB-Demo Customer Day
+17 - 9 May 2024ticketScheduled reporting capability
- 23 Apr 2024ticketBilling: Invoice for upgrade to Growth tier
- 5 Mar 2024ticketHow to save and share searches
- 6 Feb 2024email_threadFollow-up from the review
- 5 Feb 2024callLornefield Pensions Administration / BB-Demo – Qbr
- 27 Nov 2023ticketFeature request: Export dashboard to PDF
- 16 Nov 2023eventBB-Demo webinar
+7 - 11 Nov 2023email_threadInvitation to the BB-Demo webinar
- 21 Aug 2023ticketNightly refresh stuck
- 4 Aug 2023callLornefield Pensions Administration / BB-Demo – Qbr
+1 - 13 Jul 2023ticketZendesk connector status
- 24 May 2023ticketSetting up a test environment
- 27 Apr 2023callLornefield Pensions Administration / BB-Demo – Onboarding
- 19 Apr 2023email_threadSecond onboarding session
- 19 Apr 2023callLornefield Pensions Administration / BB-Demo – Onboarding
- 13 Apr 2023email_threadScheduling the first onboarding session
- 12 Apr 2023callLornefield Pensions Administration / BB-Demo – Onboarding
- 6 Apr 2023email_threadKickoff follow-up and next steps+1
- 6 Apr 2023email_threadOnboarding call: connectors and change windows
- 5 Apr 2023callLornefield Pensions Administration / BB-Demo – Kickoff+1
- 19 Jan 2023email_threadFollow-up after the Lornefield demo+1
- 17 Jan 2023callLornefield Pensions Administration / BB-Demo – Demo+1