How do I search for client names across records?

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Maelbeek Assurances: documents · How do I search for client names across records?

Thomas Janssens reported that search for client names returned no results despite data existing in source systems. Thomas self-diagnosed that the CRM connector was configured to the wrong table and resolved it.

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What happened

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Current to 11 Oct 26

Thomas Janssens reported that search for client names returned no results despite data existing in source systems. Thomas self-diagnosed that the CRM connector was configured to the wrong table and resolved it.

Problem: Thomas Janssens could not find policy files for a client using search, though he knew the data existed.

Handling: Bethan Lister asked Thomas to provide specific search terms and what he saw. Thomas discovered the CRM connector was pointing to the wrong table and fixed it himself.

Watch: Configuration errors can hide data. Maelbeek should document connector table selection and validate configuration during onboarding.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)157

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created · Thomas Janssens 9 Sep 2026 13:52
We're trying to find policy files for a specific client but the search doesn't pick them up. The data is in the source systems. Is there a different search method, or is something broken?
public_reply · Bethan Lister 9 Sep 2026 16:29
Hi Thomas, just to confirm, the search returns nothing for client names you know exist? Can you try a specific search and tell me exactly what you see? Thanks, Bethan
public_reply · Thomas Janssens 10 Sep 2026 15:21
We found it, our CRM connector was set to the wrong table. Fixed now. Sorry for the confusion.
status_change · Bethan Lister 11 Sep 2026 14:27
status_change · 15 Sep 2026 23:59

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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Brain is one place to read everything the company knows about its customers: the CRM, calls, emails, support tickets, product usage, invoices, documents, news and HR. Every page is built from those systems and the data is current to Fri 9 Oct 2026.

How to use the site

Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
Organisations lists every customer. Open one to see its key facts, the AI assessment and next step, platform usage, the ARR journey, deals, documents, contacts and activity, and the lineage of every block.
Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the brain is built and where each figure comes from.
Every card ends with a small made from link: it opens the lineage explorer focused on that card, so you can walk from the figure down to the raw rows it came from.
Use the sun and moon button at the top right to choose dark or light. Choose your device's own mode again to go back to following the device.

How to ask

Press Ask Brain in the header. Type a question, or pick one of the examples.

Search the brain finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
Ask Claude copies your question and opens the B-Brain Claude Project, where Claude answers from the same data using the B-Brain tools and cites the pages it used.

The site itself does not call an AI model; answers in Claude come from the same figures you see here.

What the data covers

Data	Records
Organisations	75
People at customers	290
BB-Demo staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

Data as of Fri 9 Oct 2026. Text marked AI was written by the brain from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BB-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Brain is the tool that reads its data.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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