Client records missing from search results

Ticketclosed

Marlstone Legal: documents · Client records missing from search results

Some client records absent from search results despite presence in CRM. BB-Demo support requested specific example to investigate. Issue suggests data quality or indexing problem.

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made from

What happened

What this says

Current to 11 Oct 26

Some client records absent from search results despite presence in CRM. BB-Demo support requested specific example to investigate. Issue suggests data quality or indexing problem.

Problem: Client records visible in CRM not appearing in brain search. Handling: BB-Demo support requested specific examples to investigate root cause. Watch: New Operations Director stakeholder raising data quality issues; check whether records are missing or unindexed; assess gap between CRM and brain data.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelweb

First response (min)279

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public_reply · Elliot Kirkby 10 Sep 2025 15:13
We've got some clients missing from the search. They're in the CRM but not in the brain. Can you help us figure this out?
created · Elliot Kirkby 10 Sep 2025 16:43
Some of our client records are not showing up when we search the brain, even though they're definitely in the CRM. What might be causing this?
public_reply · Olivia Grant 10 Sep 2025 21:22
Hi Elliot, thanks for flagging this. Can you give me a specific client name or CRM ID that's missing? Once I have an example I can check what's happening.
status_change · Olivia Grant 17 Sep 2025 12:29
status_change · 21 Sep 2025 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.

Ask B