Can we add a filter for inactive members?

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Penwortham Mutual: documents · Can we add a filter for inactive members?

Clare Huddleston asked if the brain can filter member database to show only inactive members for churn tracking. Olivia Grant confirmed filters can be added for any source field. Opened 24 Jul 2026, solved 28 Jul 2026.

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Current to 12 Oct 26

Clare Huddleston asked if the brain can filter member database to show only inactive members for churn tracking. Olivia Grant confirmed filters can be added for any source field. Opened 24 Jul 2026, solved 28 Jul 2026.

Problem: Clare wanted to add a dashboard filter for inactive member status to track member churn across schemes.

Handling: Olivia Grant confirmed this is possible if an inactive status field exists in the source member database. She proposed a call to discuss the data structure and implementation. First response took 393 minutes.

Watch: This is a feature development request, not a support issue. It indicates engagement with member operations dashboard building.

AI · claude-haiku-4-5-20251001 · 12 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)393

CSAT5

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created · Clare Huddleston 24 Jul 2026 15:39
As we're building out our member operations dashboards, we'd like to be able to filter the member database to show only inactive cover holders. This would help us track churn across our schemes. Is this something we can add to the brain?
public_reply · Olivia Grant 24 Jul 2026 22:12
Hi Clare, great question. We can add a filter for any field in your member database, including an inactive status field if it exists in your source system. Let's discuss your data structure on a call. Thanks, Olivia.
status_change · Olivia Grant 28 Jul 2026 17:03
status_change · 1 Aug 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

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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.

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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.
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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.
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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	150
People at customers	573
BB-Demo staff	48
Calls	1,382
Email threads	2,122
Support tickets	789
Documents	850
Deals	217
Invoices	187
Events	49
News items	84

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.

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