Organisation names inconsistent between systems

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Corriemoor Foods · Organisation names inconsistent between systems

Priti reported organisation names in the brain not matching the CRM. Callie identified a field mapping issue from onboarding and requested confirmation of the authoritative name field to add a standardisation rule.

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What happened

What this says

As at Fri 9 Oct 2026

Priti reported organisation names in the brain not matching the CRM. Callie identified a field mapping issue from onboarding and requested confirmation of the authoritative name field to add a standardisation rule.

Problem: Organisation records have name variations between the brain and CRM. Handling: Callie diagnosed a field mapping issue from onboarding and proposed adding a standardisation rule to the connector before the next refresh. The fix requires the customer to confirm their authoritative name field. Watch: Data quality issue affecting reporting accuracy.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelemail

First response (min)115

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Internal note · Callie Brennan 1 Mar 2024 11:06
Expecting this from Priti. Field mapping issue during onboarding, name standardisation rule needed on the connector.
created · Priti Marsden 1 Mar 2024 13:13
We're seeing organisation records where the name in the brain doesn't match our CRM. A couple of the records have variations of the same company name that need to be consistent. Can you help us sort this?
Public reply · Callie Brennan 1 Mar 2024 15:08
Thanks for flagging, Priti. This is a mapping issue we can sort quickly. What I need from your side is to confirm which field in your CRM holds the authoritative company name. Once I have that, I'll add a standardisation rule to the connector before your next refresh and the records will map cleanly. Can you reply with that?
Status change · Callie Brennan 4 Mar 2024 16:41
Status change · 8 Mar 2024 23:59

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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

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.

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