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Check-in notes and agreed actions

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After the check-in, Sanne Verhoeven confirmed the notes. Usage is up, most of the customs desk should join within the 40 licensed users, and she wants exceptions and last call in one view.

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As at Fri 9 Oct 2026

After the check-in, Sanne Verhoeven confirmed the notes. Usage is up, most of the customs desk should join within the 40 licensed users, and she wants exceptions and last call in one view.

Ask: Elena Novak recorded rising weekly activity, headroom within 40 licensed users, and a wish to find exceptions and importer invoices from a single view.

Customer view: Sanne agreed and said her key question is what the customer has been told. She will check the customs desk list with Wouter Smits and send three example importers.

Next: Elena sends the importer search guide to account managers and returns on adding customs staff.

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

The thread

Updated 9 Oct 26
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Messages2
First message2026-05-08
Last message2026-05-13

Messages

  1. Elena Novak
    Elena Novak 8 May 2026 10:23
    to Sanne Verhoeven
    Dear Sanne, Thank you for your time on the check-in. As agreed, here are the notes and actions in writing. To confirm, what we covered: - Your account managers and the customs desk are now using B-Viz more regularly, and the number of people active each week is clearly higher than over the winter. - You have 40 licensed users, so there is room for more of your team to join. - You would like exceptions and importer invoices to be easier to find from a single view. Actions: First, I will make sure that a short written guide on searching by importer is sent to your account managers. Second, I will come back to you on how to bring more of the customs desk onto the account within the 40 licensed users. Third, could you tell me which two or three importers you would like us to use as the examples for the next session? Please correct anything I have recorded wrongly. Kind regards, Elena
  2. Sanne Verhoeven
    Sanne Verhoeven 13 May 2026 11:48
    to Elena Novak
    Hi Elena, Thanks, the notes are clear and match what we said. Sorry for the slow reply, it has been a busy week at the port. The guide is good. Let's be concrete: please send it to the account managers directly, and I will ask them to try it on their live importers this week. The question I care about is always the same: what has the customer been told? If the team can see the exception and the last call in one place, that answers it. On the customs desk, I think most of them should be on. I will check the list with Wouter and come back to you. For the examples, I will send you three importers in a separate note. Groet, Sanne On 8 May 2026, at 10:23, Elena Novak wrote: > Thank you for your time on the check-in. As agreed, here are the notes and actions in writing.

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