Check-in before the quarter closes

Email thread

Marcus Bell asked Nicola Brearley for a check-in to review two tickets and rollout. She agreed, wanting Imran's ticket properly sorted first, and asked for site-based customer search. She wants the fix and its owner.

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What was said

What this says

Current to 13 Oct 26

Marcus Bell asked Nicola Brearley for a check-in to review two tickets and rollout. She agreed, wanting Imran's ticket properly sorted first, and asked for site-based customer search. She wants the fix and its owner.

Ask: Marcus proposed going through the two tickets, the rollout to remaining account managers and collections view changes. Nicola said yes, with Friday morning best.

Customer view: She wants to be sure Imran's ticket is properly sorted before anything new is added. Account managers who came on last month want to find a customer by site, not just by account name.

Next: She wants to leave the call knowing the fix and who owns it. The thread shows no answer yet.

AI · claude-sonnet-5-5 · 13 Oct 2026

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The thread

Updated 9 Oct 26

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Messages2

First message2025-09-29

Last message2025-10-01

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Messages

Marcus Bell 29 Sep 2025 16:02
to Nicola Brearley
Hi Nicola, A quick one to book our regular check-in. Since the QBR, usage has crept up again and a couple of tickets have come in from your side, so it would be useful to go through them together rather than by email. I'll share my screen and run through: - the two tickets and where each one stands - how the rollout to the remaining account managers is going - anything you want to change in the collections view Happy to jump on a call at a time that suits you. Half an hour should do it. Do you have a slot later this week or early next? Thanks, Marcus
Nicola Brearley 1 Oct 2025 13:49
to Marcus Bell
Hi Marcus, Thanks for this. Yes to a check-in. Friday morning is best for me, any time before lunch. Two things I would like on the list as well as yours: - one of the tickets was Imran's and I want to be sure it is properly sorted before we add anything new - the account managers who came on last month are asking for a better way to find a customer by site, not just by account name What's the fix and who owns it? That is all I need to leave the call with. Imran may join if he is free. Thanks, Nicola

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