Daisy Howes
Person
Whitlingham Wealth · admin
Daisy Howes was the sole named admin and day-to-day operator of B-Viz at Whitlingham Wealth. Her platform account was deactivated on 21 Nov 2025. The evidence does not show who now runs admin or why it was closed.
Who they are
Insight
As at Fri 9 Oct 2026Daisy Howes was the sole named admin and day-to-day operator of B-Viz at Whitlingham Wealth. Her platform account was deactivated on 21 Nov 2025. The evidence does not show who now runs admin or why it was closed.
Role: Client Systems Administrator in Norwich, CRM role admin. She was the named admin from onboarding and raised most of the support tickets: access, a sync gap, how-to questions and an export request.
Influence: she shapes day-to-day adoption, not the purchase. Felicity Gurney led the demo and wanted Hugo and finance involved. Several call reads treat Daisy as a champion.
Watch: her platform user was created on 22 Nov 2024 and deactivated on 21 Nov 2025. The evidence does not show a replacement admin or her current status.
Next: confirm who administers user access and connectors now.
CRM records
| Organisation | Title | Role | |
|---|---|---|---|
| Whitlingham Wealth | Client Systems Administrator | admin | daisy.howes@whitlingham.example |
Activity
- 18 Sep 2025ticketHow do I share a dashboard with other teams?
- 1 Jul 2025ticketDashboard showing duplicate transaction entries
- 30 Jun 2025ticketHow do I add a date filter to a dashboard?
- 12 Jun 2025eventBG-Demo Customer Day
+58 - 4 Jun 2025ticketCan we add a report export feature?
- 7 May 2025ticketData not syncing from our system
- 16 Apr 2025ticketUpdate user roles
- 30 Jan 2025ticketSet up user access for new advisor
- 20 Jan 2025callWhitlingham Wealth / BG-Demo – Training
- 9 Jan 2025callWhitlingham Wealth / BG-Demo – Onboarding
- 27 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 20 Dec 2024email threadOnboarding next steps
- 19 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 11 Dec 2024email threadOnboarding kickoff
- 5 Dec 2024callWhitlingham Wealth / BG-Demo – Onboarding
- 29 Nov 2024callWhitlingham Wealth / BG-Demo – Kickoff
+1 - 18 Sep 2024callWhitlingham Wealth / BG-Demo – Demo
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