Searching across multiple locations

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Penmaen Software · Searching across multiple locations

Rhian asked how to search across all leisure centre locations in one query for a customer retention review. Connor explained the multi-select filter and taught her how to save searches, enabling the analysis she needed.

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What happened

What this says

As at Fri 9 Oct 2026

Rhian asked how to search across all leisure centre locations in one query for a customer retention review. Connor explained the multi-select filter and taught her how to save searches, enabling the analysis she needed.

Problem: Rhian was doing a customer retention review and needed to search all locations together to find which had the most tickets in the last month. She could only filter one location at a time. Handling: Connor taught her to use the multi-select filter on the Location field to pull in all locations at once, or select all. He also showed her how to save the search to avoid re-filtering next time. Watch: This was product feature adoption, not a defect. The customer successfully completed their analysis, indicating the feature met her need.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)169

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created · Rhian Morgan 12 Feb 2025 13:56
We're doing a customer retention review and I need to search across all our leisure centre locations at once to find which ones had the most tickets in the last month. Right now I can only filter by one location at a time. Is there a way to search across all of them in one query?
Public reply · Connor Webb 12 Feb 2025 16:45
Hi Rhian. You can use the multi-select filter on the Location field to pull in all locations at once. Just click the filter dropdown and check the ones you want, or use 'Select all' if you want everything.
Public reply · Rhian Morgan 13 Feb 2025 15:10
Got it, thanks! I found the multi-select. I was looking for a different control. This is exactly what we needed for the review.
Public reply · Connor Webb 14 Feb 2025 12:19
Brilliant. Glad that helped. You can save that view so you don't have to re-select each time. Just hit the 'Save search' button after you've set up the filters.
Status change · Connor Webb 18 Feb 2025 10:39
Status change · 22 Feb 2025 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.

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