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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Current to 13 Oct 26

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 · 13 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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BB-Demo is a fictional company; every organisation and person here is invented. B-Brain 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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Data	Records
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