How to find all work for a single client

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Ashwell Mercer Interiors · How to find all work for a single client

Jamal asked how to view all projects, variations, calls and invoices for one client in one view for an account manager brief. Olivia explained the search and filter workflow and offered to set up a reusable dashboard using the builder.

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As at Fri 9 Oct 2026

Jamal asked how to view all projects, variations, calls and invoices for one client in one view for an account manager brief. Olivia explained the search and filter workflow and offered to set up a reusable dashboard using the builder.

Problem: Jamal needed to aggregate all work records for a single client for an account brief but could not find a straightforward way. Handling: Olivia provided the search-and-filter workflow: search by client name, then filter by Projects and Invoices. Opportunity: She offered to walk him through the dashboards builder for a reusable report, signalling interest in adopting Growth tier features.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)261

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created · Jamal Edwards 5 May 2026 08:28
I'm trying to pull together all the work we've done for one of our clients across all their projects with us, but I'm not finding a straightforward way to do it in the brain. Can you walk me through how to find all projects, variations, calls and invoices for one client in one view? I need this to brief our account manager. Jamal
Public reply · Olivia Grant 5 May 2026 12:49
Hi Jamal, good question. The easiest way is to search by client name and then filter the results. Here's how: 1. Type the client name in the search bar at the top 2. Once you're on the results page, use the filters on the left to select 'Projects' and 'Invoices' 3. This will show you all linked records for that client across both systems If you want a reusable dashboard report you can come back to, let me know and I can walk you through the dashboards builder. That's handy for regular briefs. Olivia
Status change · Olivia Grant 12 May 2026 16:13
Status change · 16 May 2026 23:59

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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.

Help