Need to find all interactions with a client

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Hollins Tarrant: documents · Need to find all interactions with a client

Josh Penrose urgently needed all interactions with a client for a potential budget extension. Bethan Lister provided a search method using account name and date filter; Josh found exactly what he needed.

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What happened

What this says

Current to 10 Oct 26

Josh Penrose urgently needed all interactions with a client for a potential budget extension. Bethan Lister provided a search method using account name and date filter; Josh found exactly what he needed.

Problem: business urgency (budget extension opportunity) required fast access to account history. Handling: first response in 49 minutes was excellent. Bethan provided a clear method: search account name, then date-filter to the month. Josh confirmed he found exactly what he needed.

AI · claude-haiku-4-5-20251001 · 10 Oct 2026

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelemail

First response (min)49

CSAT5

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created · Josh Penrose 29 Jul 2024 13:37
Hi – one of our clients has just told us there's a potential budget extension for a placement. I need to see all the interactions we've had with them this month to put together a quick update. Can you point me to how to search by account and filter by date? Cheers, Josh
public_reply · Bethan Lister 29 Jul 2024 14:26
Thanks for the quick one. Here's what you need: go to Search, type the client name in the search box, then use the Date filter on the left to narrow down to July. You'll see all interactions – emails, calls, tickets, pipeline changes. Should take you two minutes. Let me know how you get on. Thanks, Bethan
public_reply · Josh Penrose 30 Jul 2024 12:29
Perfect – found exactly what I needed. Thanks mate. Cheers, Josh
status_change · Bethan Lister 2 Aug 2024 14:41
status_change · 6 Aug 2024 23:59

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B-Brain is a fictional company; every organisation and person here is invented. 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	75
People at customers	290
B-Brain staff	40
Calls	784
Email threads	1,169
Support tickets	449
Documents	477
Deals	117
Invoices	101
Events	49
News items	56

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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