Re-arranging the second demo session

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Helen Marsden agreed a second demo session on complaints and repairs. She wants a note beforehand listing the fields shown and where each comes from. Friday afternoon or Monday morning offered. Scheduling thread.

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As at Fri 9 Oct 2026

Helen Marsden agreed a second demo session on complaints and repairs. She wants a note beforehand listing the fields shown and where each comes from. Friday afternoon or Monday morning offered. Scheduling thread.

Ask: Helen wants to see complaints in particular because the count depends on how a case is closed. She asked for a field list with sources before the session.

Customer view: positive, and engaged enough to check fields against the system herself. Her IT colleague can join on either day.

Next: Tom to send the field note and pick Friday afternoon or Monday morning.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

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Updated 9 Oct 26

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First message2024-07-09

Last message2024-07-11

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Tom Ashdown 9 Jul 2024 08:24
to Helen Marsden
Morning Helen, Thanks again for last week. I think the first session got us to a good place on arrears, and I took away your point about wanting the source shown next to every figure, not described. I'd like to get a second session in the diary, this time on complaints and repairs, so you've seen the full picture before you decide anything. Same format as before: about an hour, your data, and your colleague from IT is very welcome to join again. I'm flexible later this week or early next. Leave it with me and I'll send an invite as soon as you tell me what suits. Cheers, Tom
Helen Marsden 11 Jul 2024 11:10
to Tom Ashdown
Tom, Yes, a second session makes sense. I would like to see complaints in particular, because the count there changes depending on how a case is closed, and the board will ask which definition we use. Friday afternoon would work for me, or Monday morning if that is easier for you. My colleague in IT has said he can join either day. One request: could you send me a short note beforehand listing which fields you will be showing and where each comes from? It will save time on the day and I can check them against the system myself. Kind regards, Helen

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