Dashboard builder, filter configuration

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Kesselfeld Software · Dashboard builder, filter configuration

Tim Schröder sought help configuring a filter in the dashboard builder but found the field was not synced from the CRM. Olivia Grant guided him to add the field to the connector.

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What happened

What this says

As at Fri 9 Oct 2026

Tim Schröder sought help configuring a filter in the dashboard builder but found the field was not synced from the CRM. Olivia Grant guided him to add the field to the connector.

Problem: Tim Schröder could not find how to configure a customer health status filter in the dashboard builder. Handling: Olivia Grant identified that the field needed to be synced from the CRM first. Tim confirmed it was missing, added it to the connector, and confirmed it was ready to test. Watch: Tim's active dashboard building demonstrates strong adoption and investment in the platform.

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

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Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)164

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created · Tim Schröder 6 Feb 2026 08:38
I'm trying to add a filter for customer health status in the dashboard builder but I can't find where to configure that. I've looked through the documentation but nothing shows how to set it up. Can you walk me through it?
Public reply · Olivia Grant 6 Feb 2026 11:22
Hi Tim, Just so I've got this right, you want to add a health status filter to your dashboard. The field needs to be synced from your CRM first. Can you check whether it's being indexed as part of your connector? If not, we'll add it to the configuration. Let me know and I'll help with the next step. Thanks, Olivia
Public reply · Tim Schröder 9 Feb 2026 16:13
Got it. The field wasn't synced. I've added it to the connector now. Should be good to test after the next refresh.
Status change · Olivia Grant 11 Feb 2026 14:47
Status change · 15 Feb 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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