Trouble searching for recent records

Ticketclosed

Kingdon Diagnostics · Trouble searching for recent records

Ryan reported that records updated from late August onwards are not appearing in search results, even though they exist in the CRM. Older records return correctly. Bethan began diagnosis by asking about refresh scheduling.

Priority low

made from

What happened

What this says

As at Fri 9 Oct 2026

Ryan reported that records updated from late August onwards are not appearing in search results, even though they exist in the CRM. Older records return correctly. Bethan began diagnosis by asking about refresh scheduling.

Problem: A data gap (late August onwards) means recent records are not queryable even though they exist in the source system. This is a data completeness issue affecting search usability.

Handling: Bethan began diagnosis by asking about refresh schedule. The ticket remained open for 26 days (created 9 Sep 2026, solved 5 Oct 2026); the root cause and full resolution are not shown.

Watch: Extended outage of recent data is serious. Verify the fix is stable. This may indicate a data pipeline issue.

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

AImade from

Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelemail

First response (min)311

CSAT3

Helpdeskmade from

Trail

created · Ryan Heslop 9 Sep 2026 08:08
Hi, I'm having trouble finding recently updated records through the search. We've been using the brain to track referrals, but I'm not seeing ones from the last couple of weeks even though I know they're in the source data. Is there a filter I'm missing, or is something not syncing? Ryan
Public reply · Ryan Heslop 9 Sep 2026 11:02
I should clarify: records older than a few weeks are showing fine. It's anything from late August onwards that's missing, even though they're definitely in the CRM. Ryan
Public reply · Bethan Lister 9 Sep 2026 13:19
Hi Ryan, Just so I've got this right, you're searching for records from late August but they're not showing up, even though they're in your CRM. Let me check whether those records made it through the last few refreshes. Can you tell me what time your nightly refresh is scheduled for? Thanks, Bethan
Status change · Bethan Lister 5 Oct 2026 14:12
Status change · 9 Oct 2026 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