Stale client information in queries

Ticketclosed

Hollins Tarrant: documents · Stale client information in queries

Jenna Price reported stale client information in searches that did not match the CRM source. Bethan Lister identified permission problems in the CRM connector, fixed credentials, and asked for verification.

Priority normal

made from

What happened

What this says

Current to 10 Oct 26

Jenna Price reported stale client information in searches that did not match the CRM source. Bethan Lister identified permission problems in the CRM connector, fixed credentials, and asked for verification.

Problem: Jenna reported stale data in client searches, information not matching the CRM source. Handling: Bethan diagnosed CRM connector permission problems preventing access to latest records, fixed credentials, and asked Jenna to test on 3 Jun 2026. First response was 379 minutes. Watch: This is the second stale-data ticket from the same customer within two weeks, signalling that the connector configuration or source authentication needs structural review.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryconnector_sync

Channelemail

First response (min)379

CSAT5

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Trail

created · Jenna Price 1 Jun 2026 14:41
Hi, we're getting stale data again when we search for clients. The information doesn't match what's in the CRM. Can you please look into what's going on?
public_reply · Bethan Lister 1 Jun 2026 21:00
Thanks for getting in touch. I can see the sync is lagging behind. Let me investigate the connector logs and identify the root cause. I'll get back to you soon. Thanks, Bethan
public_reply · Jenna Price 2 Jun 2026 13:52
Thanks for looking into it. Just to confirm, is there something we need to do on our end or are you sorting it from your side?
public_reply · Bethan Lister 3 Jun 2026 15:08
I've found the issue - the CRM connector is having permission problems accessing the latest records. I've fixed the credentials and the data should be current now. Can you test a search and let me know if it's working? Thanks, Bethan
status_change · Bethan Lister 3 Jun 2026 15:38
status_change · 7 Jun 2026 23:59

Helpdeskmade from

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

Help & Support

Open as a page

Help & Support

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.

How to ask

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	75
People at customers	290
BB-Demo 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.

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.

Who to contact

Email support@b-brain.example or talk to your B-Brain account team. Tell us the page address and what looked wrong; a screenshot helps.

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