Can we add a filter for inactive members?

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Penwortham Mutual · Can we add a filter for inactive members?

Clare Huddleston asked if the brain can filter member database to show only inactive members for churn tracking. Olivia Grant confirmed filters can be added for any source field. Opened 24 Jul 2026, solved 28 Jul 2026.

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What happened

What this says

As at Fri 9 Oct 2026

Clare Huddleston asked if the brain can filter member database to show only inactive members for churn tracking. Olivia Grant confirmed filters can be added for any source field. Opened 24 Jul 2026, solved 28 Jul 2026.

Problem: Clare wanted to add a dashboard filter for inactive member status to track member churn across schemes.

Handling: Olivia Grant confirmed this is possible if an inactive status field exists in the source member database. She proposed a call to discuss the data structure and implementation. First response took 393 minutes.

Watch: This is a feature development request, not a support issue. It indicates engagement with member operations dashboard building.

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

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Details

Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryfeature_request

Channelemail

First response (min)393

CSAT5

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created · Clare Huddleston 24 Jul 2026 15:39
As we're building out our member operations dashboards, we'd like to be able to filter the member database to show only inactive cover holders. This would help us track churn across our schemes. Is this something we can add to the brain?
Public reply · Olivia Grant 24 Jul 2026 22:12
Hi Clare, great question. We can add a filter for any field in your member database, including an inactive status field if it exists in your source system. Let's discuss your data structure on a call. Thanks, Olivia.
Status change · Olivia Grant 28 Jul 2026 17:03
Status change · 1 Aug 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

Help & Support

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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.

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