Dashboard not showing latest account data

Ticketclosed

Brannock Medical Supplies · Dashboard not showing latest account data

Lee Garside reported contract renewal dashboard showing stale data. Bethan identified an expired Salesforce connector auth token. Customer refreshed token and data caught up.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Lee Garside reported contract renewal dashboard showing stale data. Bethan identified an expired Salesforce connector auth token. Customer refreshed token and data caught up.

Problem: Lee Garside reported the contract renewal dashboard had not updated since Monday morning and was missing CRM updates from key trusts.

Handling: Bethan identified the Salesforce connector authentication token had expired on Monday, blocking data sync. She provided token refresh steps; customer completed the update and the nightly refresh then picked up all missing data.

Watch: Auth token expiry is a known failure mode. Customer was satisfied with the fix and support.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorybug

Channelemail

First response (min)402

Helpdeskmade from

Trail

Public reply · Bethan Lister 29 Jul 2024 11:22
Hi Lee, I've got this. Can you tell me exactly which data isn't showing? I'll check the connector status for you.
Public reply · Lee Garside 29 Jul 2024 13:22
The CRM updates from our key trusts aren't coming through. They've all been updated on our side, but the dashboard is still showing the old data.
created · Lee Garside 29 Jul 2024 17:01
Hi, the contract renewal dashboard is showing stale data. It hasn't updated since Monday morning, and it's now Wednesday. The latest trust account updates aren't showing. Can you check if there's a sync issue?
Public reply · Bethan Lister 29 Jul 2024 23:43
Found the issue. Your Salesforce connector's authentication token expired on Monday. I've sent you the steps to refresh it in your brain settings. Once you update it, the next nightly refresh should pull all the missing updates through.
Public reply · Lee Garside 31 Jul 2024 14:52
Done, we've updated the token and this morning's refresh picked everything up. Dashboard is back to normal. Thanks for tracking that down, Bethan.
Status change · Bethan Lister 6 Aug 2024 16:00
Status change · 10 Aug 2024 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