How to link contracts to job tickets

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Quaystead Marine Services · How to link contracts to job tickets

Luke Oakes asked how to link contracts to job tickets in the brain. Bethan explained the brain needs a Salesforce contract reference field. Customer's admin began setup 4 Feb 2025.

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As at Fri 9 Oct 2026

Luke Oakes asked how to link contracts to job tickets in the brain. Bethan explained the brain needs a Salesforce contract reference field. Customer's admin began setup 4 Feb 2025.

Problem: Luke Oakes needed to see customer contracts alongside job tickets. The brain cannot create that link unless Salesforce has a contract reference field on the ticket object.

Handling: Bethan Lister explained the requirement and recommended Luke ask Quaystead's Salesforce admin to add the field. Luke confirmed setup would be complete by end of week.

Watch: Luke is Head of Data and the champion driving adoption. His initiative shows deepening engagement. Confirm the link was set up and the brain picked it up.

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 · Luke Oakes 31 Jan 2025 13:17
We're trying to see customer contracts alongside job tickets, but I can't work out how to link them in the brain. Is there a way to do this, or do we need to configure something in our Salesforce setup?
Public reply · Bethan Lister 31 Jan 2025 21:37
Hi Luke, welcome to the brain. You can link them via the Salesforce connector, the contract and ticket IDs need to be in the same record. Can you check with your Salesforce admin to make sure the ticket object has a contract reference field? Once it does, the brain will pick it up. Let me know how you get on. Thanks, Bethan
Public reply · Luke Oakes 4 Feb 2025 11:37
Ah, got it. Our admin is setting up the reference field now. Should be done by end of week.
Status change · Bethan Lister 18 Feb 2025 14:59
Status change · 22 Feb 2025 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

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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.

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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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