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Bethan Lister

Helpline calls no longer appearing against member records

Ticketclosed

Kelbrook Mutual Insurance logo Kelbrook Mutual Insurance · Helpline calls no longer appearing against member records

Rebecca Ainsworth reported helpline calls had stopped appearing against member records, so relationship managers met members who looked uncontacted. Bethan Lister found a gap in the helpline connector.

Priority normal

What happened

What this says

As at Fri 9 Oct 2026

Rebecca Ainsworth reported helpline calls had stopped appearing against member records, so relationship managers met members who looked uncontacted. Bethan Lister found a gap in the helpline connector.

Problem: Helpline calls stopped appearing against member records, so relationship managers walked into renewals with members who looked uncontacted. Rebecca also asked whether other sources were affected.

Handling: Bethan found calls stopped arriving from a certain point while older calls remained, and flagged it to the team without giving a fix date. She asked Rebecca to check a recent call in the call recorder's own view.

Watch: The record does not show when the fix was made or whether other sources were affected. The ticket was solved on 15 Oct 2024 and closed on 19 Oct 2024.

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

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryconnector_sync
Channelweb
First response (min)391
CSAT2
Helpdeskmade from

Trail

  1. Bethan Lister
    Public reply · Bethan Lister 1 Oct 2024 12:51
    Hi Rebecca, thanks for getting in touch. Just so I've got this right, calls from the helpline have stopped showing against member records, and your relationship managers have noticed it on their side? Could you log the details here when you can, with one member you can see that's missing a recent call? I'll check the connector straight away once I have that. Thanks, Bethan
  2. Rebecca Ainsworth
    Public reply · Rebecca Ainsworth 1 Oct 2024 13:44
    Hi Bethan, yes, that's the picture. I'll write up the details this afternoon with examples, since it's affecting renewal meetings and we'd like to know when it stopped. Kind regards, Rebecca
  3. Rebecca Ainsworth
    created · Rebecca Ainsworth 1 Oct 2024 17:15
    Following on from this morning, the calls from the helpline have stopped appearing against member records in BG-Demo. Our relationship managers are walking into renewals with members who look like they've had no contact, which isn't what they've been told on the phones. Let's not make them tell us twice, so could someone look at the helpline connector today? Is that the whole picture, or are other sources affected too? Kind regards, Rebecca
  4. Bethan Lister
    Public reply · Bethan Lister 1 Oct 2024 23:46
    Hi Rebecca, thanks for the detail. I can see the gap on our side for the helpline connector: calls stop arriving from a certain point, while the older ones are still in place. I've flagged it to the team and I'll come back to you as soon as I have a fix path, though I can't give you a date yet. In the meantime, could you check whether a call from today shows in the call recorder's own view for one member? That will tell us where it stops. Thanks, Bethan
  5. Bethan Lister
    Status change · Bethan Lister 15 Oct 2024 17:58
  6. Status change · 19 Oct 2024 23:59
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