Creating a saved search for a client

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Grisedale Search & Selection · Creating a saved search for a client

Nadia asked if consultants could quickly view all information for a specific client. Bethan provided step-by-step instructions to create and save filtered searches, which Nadia confirmed worked and saves the team hours.

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What happened

What this says

As at Fri 9 Oct 2026

Nadia asked if consultants could quickly view all information for a specific client. Bethan provided step-by-step instructions to create and save filtered searches, which Nadia confirmed worked and saves the team hours.

Problem: Nadia wanted consultants to quickly pull all data for one client in a single view. Handling: Bethan guided Nadia through creating a saved search using the client name filter. Result: Nadia confirmed the feature worked and noted significant time savings.

AI · claude-haiku-4-5-20251001 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)246

CSAT3

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created · Nadia Bashir 13 Aug 2024 11:10
Hi, I want to help our consultants quickly see all the information for a specific client in one place. Is there a way to save a search or create a view filtered to just that client?
Public reply · Bethan Lister 13 Aug 2024 15:16
Hi Nadia, just so I've got this right, you want to filter to a specific client. Yes, you can create a saved search. Open the search page, enter the client name in the filter field, then click 'Save search'. Name it something useful and your consultants will see it in their menu. Try that and tell me what you see?
Public reply · Nadia Bashir 14 Aug 2024 12:13
Perfect, that worked great! Our consultants can now pull up everything for a client in seconds. Cheers.
Status change · Bethan Lister 28 Aug 2024 17:16
Status change · 1 Sep 2024 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

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Help & Support

B-Glass 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 site 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 B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

Ask B sends your question to Claude through the B-Glass connector. Claude answers from the same records as these pages, read-only, and links each claim to its source page.
Find (the box in the header) finds the organisations, people, calls, emails, tickets, documents and news that match your words, with links to their pages.
The same connector works in Claude Desktop or the B-Glass Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI 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.

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

Who to contact

Email info@b-glass.uk or talk to your B-Glass account team. Tell us the page address and what looked wrong; a screenshot helps.

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