How to use filters in search

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Fairhallow Travel · How to use filters in search

Customer unable to find filter option in search; support engineer identified correct location beneath search box.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Customer unable to find filter option in search; support engineer identified correct location beneath search box.

Problem: Tariq couldn't locate the filter option in search interface for client data needed for an account review.

Handling: Bethan directed him to the Filters link below the search box, resolving the issue in 6 days.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)360

CSAT5

Helpdeskmade from

Trail

Public reply · Tariq Hussain 17 Jan 2025 10:02
Actually, I think I might have spotted it, is it in the advanced search section? Let me dig into that and come back if I'm stuck.
created · Tariq Hussain 17 Jan 2025 14:59
I'm trying to filter our client data in the search but I can't find where the filter option is. The interface doesn't have an obvious filter button that I can see. I need to pull together some numbers for a client review tomorrow, so any quick help would be great.
Public reply · Bethan Lister 17 Jan 2025 20:59
Hi Tariq, let me help. When you've typed something into the search box, look for the Filters link just below it. That should bring up filter options for the results. Thanks, Bethan
Public reply · Bethan Lister 20 Jan 2025 12:10
Have you had a go? Let me know if you can see the filters or if you need more help.
Status change · Bethan Lister 23 Jan 2025 15:27
Status change · 27 Jan 2025 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