Action List / Case #601

Moneypenny - Lisa Fantom

For the attention of Carly Full name: Lisa Fantom Company name: ADPM Limited Full address: Brynsiencyn, Llanfairpwllgwy…

Open·Normal·Unassigned·Waiting on: customer·Review: Sat 27 Jun 11:07
Recommendation
Recommendation - OPEN

No recommendation yet.

Reason: No reason recorded yet.

Related Context
Invoice 3Job 3Quote 3Site 1
InvoiceSYNCHROTEAM

Invoice 38103

ADPM Limited c/o Kate Thompson - C1193 · sent

primary body contained invoice reference 38103

Seen on emails: 109901

SiteSYNCHROTEAM

Site 2885093

site implied by explicit invoice reference

Seen on emails: 109901

JobSYNCHROTEAM

Job 67930

ADPM Limited c/o Kate Thompson - C1193 · Dolwaenydd - C1193

customer context matched, site context matched

Seen on emails: 109901

JobSYNCHROTEAM

Job 68685

ADPM Limited c/o Kate Thompson - C1193 · Dolwaenydd - C1193

customer context matched, site context matched

Seen on emails: 109901

JobSYNCHROTEAM

Job 71822

ADPM Limited c/o Kate Thompson - C1193 · Dolwaenydd - C1193

customer context matched, site context matched

Seen on emails: 109901

QuoteSYNCHROTEAM

Quote 10567

ADPM Limited c/o Kate Thompson - C1193 · accepted

inferred from sender-linked customer/site context

Seen on emails: 109901

QuoteSYNCHROTEAM

Quote 11795

ADPM Limited c/o Kate Thompson - C1193 · sent

inferred from sender-linked customer/site context

Seen on emails: 109901

QuoteSYNCHROTEAM

Quote 11796

ADPM Limited c/o Kate Thompson - C1193 · sent

inferred from sender-linked customer/site context

Seen on emails: 109901

InvoiceSYNCHROTEAM

Invoice 33001

ADPM Limited c/o Kate Thompson - C1193 · sent

inferred from sender-linked customer/site context

Seen on emails: 109901

InvoiceSYNCHROTEAM

Invoice 36254

ADPM Limited c/o Kate Thompson - C1193 · paid

inferred from sender-linked customer/site context

Seen on emails: 109901

Linked Emails

Moneypenny - Lisa Fantom

Moneypenny <[email protected]> · 2026-06-23 10:06

For the attention of Carly Full name: Lisa Fantom Company name: ADPM Limited Full address: Brynsiencyn, Llanfairpwllgwy…

Timeline
11:07Email LinkedLinked email #109901.
System
11:07CreatedAction Case created from email #109901.
System
Case Assistant

Read-only case assistant. It stays within this Action Case, uses linked evidence and reviewed context, and cannot change records or send anything.

No case chat yet. Ask about next steps, missing evidence, or what the linked emails actually support.
Quick Controls

Status

Priority

Context
Opened
2026-06-23 11:07
Action type
general
Source
email #109901
Created from email
Last activity
2026-06-23 10:06
Closed
Open
Close Case