How do I create a custom field?

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Tarnbeck Insurance Brokers · How do I create a custom field?

Abbie asked how to create custom fields to track client renewal eligibility. Connor explained the feature is restricted to Growth tier and above, and offered to involve her CSM Daniel to explore upgrade options.

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Current to 14 Oct 26

Abbie asked how to create custom fields to track client renewal eligibility. Connor explained the feature is restricted to Growth tier and above, and offered to involve her CSM Daniel to explore upgrade options.

Problem: Abbie Gaskarth, systems administrator, wanted to create a custom field for tracking client renewal eligibility but found the feature is restricted to Growth tier and above.

Handling: Connor Webb explained the tier limitation and offered to involve her CSM Daniel to explore upgrade options.

Watch: This signals a potential Growth tier upsell. The feature need is real and the customer is interested in exploring it. Confirm whether Daniel initiates the upgrade conversation.

AI · claude-haiku-4-5-20251001 · 14 Oct 2026

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelweb

First response (min)921

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created · Abbie Gaskarth 12 Sep 2025 16:50
I'd like to add a field to track which clients are eligible for our new renewal terms. Is there a way to create a custom field that all the data connectors can see?
public_reply · Connor Webb 13 Sep 2025 08:11
Custom fields are only available on Growth tier and above. You're on Starter at the moment. To discuss adding this, your CSM Daniel can help you explore the options. Want me to loop him in? Thanks, Connor
public_reply · Abbie Gaskarth 15 Sep 2025 13:30
Ah, understood. I'll have a chat with Daniel about it. Thanks for letting me know.
status_change · Connor Webb 17 Sep 2025 10:54
status_change · 21 Sep 2025 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.

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.

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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.
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	225
People at customers	862
BB-Demo staff	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 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.

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