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Retire MSP Staff Count Schedule

Decision: retire the Zoho CRM scheduled job Recompute MSP Staff Counts for scorecard purposes.

The active schedule runs recompute_all_staff_counts daily. It starts from the first Account page, fetches up to five pages of 200 Accounts, and calls standalone.compute_msp_staff_count(accountId) for each fetched Account.

standalone.compute_msp_staff_count(accountId) updates Accounts.MSP_Staff_Count from the count of Contacts on that Account whose Lead_Status is one of:

  • BUSINESS RECURRING
  • ONBOARDING
  • BUSINESS OWNER RECURRING

That makes MSP_Staff_Count a contact-status-derived count. It is not derived from MSP Seat records, MSP Seat Billing_Status, seat billing date windows, or active MSP plan windows.

For scorecard client-size buckets, use seat-derived reporting instead:

  • current size: /crm/msp-plans-report active_seats;
  • monthly historical size: /crm/msp-plan-history-report or /crm/msp-seat-history-report.

Keep msp_staff_count as legacy CRM context only while it remains in the Account export.