How to search across client tickets

Ticketclosed

Kilcolgan Payments · How to search across client tickets

Clodagh asked how to find all open tickets for a specific client in the brain. Kate explained that the search bar can query by client name and pull all linked records.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Clodagh asked how to find all open tickets for a specific client in the brain. Kate explained that the search bar can query by client name and pull all linked records.

Problem: Clodagh wanted to find all open tickets and issues for a specific client but was unsure whether this was possible in the brain or required going back to the helpdesk.

Handling: Kate responded in under five hours on 23 Mar 2026 and explained that the search bar can look up client names and return all linked records including tickets. The ticket was solved by 26 Mar 2026.

Watch: This identifies a documentation gap; customers don't naturally understand the brain's cross-system search capability. Improve discovery content.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelchat

First response (min)291

Helpdeskmade from

Trail

created · Clodagh Fitzgerald 23 Mar 2026 13:26
Hi, quick question - I'm trying to find all open tickets for a specific client across our system. Can I do that directly in the brain or do I need to go back to the helpdesk?
Public reply · Clodagh Fitzgerald 23 Mar 2026 16:59
Sorry, I mean find all the issues that specific client has raised - is there a dashboard or search feature for that?
Public reply · Kate Ormerod 23 Mar 2026 18:17
Hi Clodagh, you can search for any client by name in the search bar at the top, and it'll pull up all their linked records including tickets. That should show you everything in one view. Cheers, Kate.
Status change · Kate Ormerod 26 Mar 2026 14:17
Status change · 30 Mar 2026 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

Open as a page

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