How do I save a search for future use?

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Hollins Tarrant · How do I save a search for future use?

Jenna asked how to save searches to avoid rebuilding filters weekly. Bethan explained the save search button and sidebar feature. Jenna confirmed it solved the problem.

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What happened

What this says

As at Fri 9 Oct 2026

Jenna asked how to save searches to avoid rebuilding filters weekly. Bethan explained the save search button and sidebar feature. Jenna confirmed it solved the problem.

Problem: Jenna needed to repeat the same search filters multiple times weekly to check pipeline status. Handling: Bethan guided her to the built-in save search button, which stores searches in the sidebar for one-click reuse. The feature already existed and met the need immediately. This is routine product education and a positive signal of adoption.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

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First response (min)201

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created · Jenna Price 4 Jul 2025 08:16
Hi, I'm running the same search several times a week to check our pipeline status. Is there a way to save my search so I don't have to rebuild the filters each time? Thanks, Jenna
Public reply · Bethan Lister 4 Jul 2025 11:37
Hi Jenna, thanks for getting in touch. Just so I've got this right – you're looking to save a search query so you can run it again without rebuilding the filters? That's a great question.
Public reply · Jenna Price 7 Jul 2025 15:57
Sorry for the slow reply – we've been mad this week. Yes, that's exactly what I mean. Ideally something I can access from a list. Would save us a lot of time.
Public reply · Bethan Lister 8 Jul 2025 14:51
Good news – you can do this. In the search results, look for the 'Save search' button at the top. Give it a name and it'll appear in your sidebar under 'Saved searches'. Then you can run it any time with one click.
Public reply · Jenna Price 10 Jul 2025 10:27
Perfect, that's exactly what we need. Brilliant. Thanks for the help, Bethan. Really handy feature.
Status change · Bethan Lister 29 Jul 2025 13:17
Status change · 2 Aug 2025 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