How do I search for records across multiple data sources?

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Quaystead Marine Services · How do I search for records across multiple data sources?

Luke Oakes asked how to search for records across CRM and email systems in the brain. Bethan explained the search box allows selecting multiple data sources. Resolved 28 Apr 2025.

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As at Fri 9 Oct 2026

Luke Oakes asked how to search for records across CRM and email systems in the brain. Bethan explained the search box allows selecting multiple data sources. Resolved 28 Apr 2025.

Problem: Luke needed to find customer records split between Salesforce and email without running separate queries.

Handling: Bethan explained the search box supports multi-source queries. Users can tick which data sources to include in one search.

Watch: Three months into go-live, Luke is asking how-tos about increasingly advanced features, not basics. This shows steady feature discovery and healthy adoption trajectory.

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 28 Apr 2025 09:45
Hi, we've just set up the brain and we're trying to figure out the best way to search for customer records that might be spread across our CRM and the email system. Can you walk us through how the search works? Thanks, Luke
Public reply · Bethan Lister 28 Apr 2025 17:23
Hi Luke, just so I've got this right, you're looking to search across both your CRM and email at the same time? You can do that from the main search box at the top of the page. Try typing a customer name or a reference, and tick the data sources you want to include. Let me know if that works. Thanks, Bethan
Status change · Bethan Lister 8 May 2025 13:13
Status change · 12 May 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

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