How do I search across all of our recent placements?

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Hollins Tarrant · How do I search across all of our recent placements?

Jenna Price asked how to search recent placements across team members' activity. Bethan Lister explained how to use the home page search box with candidate names or references. No follow-up yet.

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As at Fri 9 Oct 2026

Jenna Price asked how to search recent placements across team members' activity. Bethan Lister explained how to use the home page search box with candidate names or references. No follow-up yet.

Problem: Jenna needed to search placement data quickly across multiple team members to respond to client enquiries. Handling: Bethan explained the search feature on the home page and filters; asked Jenna to try it and report back. Status: Open with no follow-up shown yet, so outcome unknown.

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

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Updated 9 Oct 26

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created · Jenna Price 21 Jul 2026 08:28
Hi, I'm trying to search our recent placements across all of our team members' activity in the brain, but I can't seem to find the right way to do it. We have a couple of enquiries in from clients asking about past candidates, and I need to pull that information quickly. Sorry if this is obvious – the team's stretched at the moment so I haven't had time to dig through the help docs. Can you walk me through it?
Public reply · Bethan Lister 21 Jul 2026 10:03
Thanks for reaching out. Just so I've got this right – you want to search placement records across your team's activity? The easiest way is to use the search box on the home page and type in a candidate name or reference. That'll pull up any matches across your placements, calls and emails. Can you try that and tell me what you see? If you get stuck, I can walk you through it in more detail. Thanks, Bethan

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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

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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.

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