CRM data mismatches affecting reports

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Brakkevoort Logistics · CRM data mismatches affecting reports

Bas Vermeulen reported account status fields showing different values in brain versus CRM after customer's data cleanup. Bethan Lister identified missing modified timestamp update in CRM records.

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What happened

What this says

As at Fri 9 Oct 2026

Bas Vermeulen reported account status fields showing different values in brain versus CRM after customer's data cleanup. Bethan Lister identified missing modified timestamp update in CRM records.

Problem: Account fields out of sync after customer's CRM cleanup, causing report discrepancies. Root cause was CRM's modified timestamp not updating during cleanup, so the brain did not detect changes. Handling: BG-Demo traced sync logs and directed customer to re-save records with fresh timestamp. First response was slow (874 minutes).

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categorydata_quality

Channelemail

First response (min)874

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created · Bas Vermeulen 22 Jun 2026 12:33
We're noticing that some shipper account fields show different values in the brain compared to our CRM. For example, account status shows differently in both systems. This is causing discrepancies in our reports.
Public reply · Bethan Lister 23 Jun 2026 03:07
Thanks for reporting this, Bas. I can help investigate. Which specific fields are showing mismatches, and do you know if the CRM data was recently updated?
Public reply · Bas Vermeulen 23 Jun 2026 09:19
It's mainly the status field. Some accounts show as active in the CRM but appear inactive in the brain. We ran a data cleanup in the CRM a few days ago.
Public reply · Bethan Lister 25 Jun 2026 16:34
Thanks for that. I've checked the sync logs and the update did come through, but I think the issue might be that the CRM record's modified timestamp didn't update. Can you check the record modified dates in your CRM? If they're old, we might not have picked up the change.
Public reply · Bas Vermeulen 26 Jun 2026 10:04
Ah, I see. The modified date didn't update during the cleanup. I've re-saved the records with a fresh timestamp now. Should it pick up on the next refresh?
Status change · Bethan Lister 15 Jul 2026 11:27
Status change · 19 Jul 2026 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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