Creating a saved search for a client

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Grisedale Search & Selection · Creating a saved search for a client

Nadia asked if consultants could quickly view all information for a specific client. Bethan provided step-by-step instructions to create and save filtered searches, which Nadia confirmed worked and saves the team hours.

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Current to 11 Oct 26

Nadia asked if consultants could quickly view all information for a specific client. Bethan provided step-by-step instructions to create and save filtered searches, which Nadia confirmed worked and saves the team hours.

Problem: Nadia wanted consultants to quickly pull all data for one client in a single view. Handling: Bethan guided Nadia through creating a saved search using the client name filter. Result: Nadia confirmed the feature worked and noted significant time savings.

AI · claude-haiku-4-5-20251001 · 11 Oct 2026

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Updated 9 Oct 26

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Categoryhow_to

Channelemail

First response (min)246

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created · Nadia Bashir 13 Aug 2024 11:10
Hi, I want to help our consultants quickly see all the information for a specific client in one place. Is there a way to save a search or create a view filtered to just that client?
public_reply · Bethan Lister 13 Aug 2024 15:16
Hi Nadia, just so I've got this right, you want to filter to a specific client. Yes, you can create a saved search. Open the search page, enter the client name in the filter field, then click 'Save search'. Name it something useful and your consultants will see it in their menu. Try that and tell me what you see?
public_reply · Nadia Bashir 14 Aug 2024 12:13
Perfect, that worked great! Our consultants can now pull up everything for a client in seconds. Cheers.
status_change · Bethan Lister 28 Aug 2024 17:16
status_change · 1 Sep 2024 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Built by site/build_site.py from the site tree, data as of Fri 9 Oct 2026. Help & Support

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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Press Ask B (the speech bubble) in the header. Type a question, or pick one of the examples.

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Data	Records
Organisations	225
People at customers	862
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Calls	1,995
Email threads	3,013
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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.

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