How to filter records by custom fields

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Carnmoor Fleet Leasing · How to filter records by custom fields

Kofi asked how to filter records by custom fleet-type fields to separate commercial and van data for reporting. Kate provided step-by-step guidance on using the custom fields filter panel. Kofi confirmed it worked.

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What happened

What this says

As at Fri 9 Oct 2026

Kofi asked how to filter records by custom fleet-type fields to separate commercial and van data for reporting. Kate provided step-by-step guidance on using the custom fields filter panel. Kofi confirmed it worked.

Problem: Kofi needed to split client data by fleet type for report preparation but could not find the right filtering approach in the search interface.

Handling: Kate directed him to the custom fields filter panel in the left-side search interface, noting the fleet-type field would be visible. Kofi found it and confirmed the approach met his needs by 19 Mar 2026.

Watch: Straightforward feature adoption with no risk signals.

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

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Updated 9 Oct 26

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created · Kofi Asamoah 17 Mar 2026 08:34
Hi, Quick question about how to filter records in the brain. We need to be able to split our client list by fleet type, we manage commercial vehicles and vans separately and need to pull the data for each group separately when we're preparing reports. I've looked at the search help but I'm not finding the right approach. Can you point me in the right direction? Cheers, Kofi
Public reply · Kate Ormerod 17 Mar 2026 14:15
Hi Kofi, You can definitely filter by custom fields. In the search interface, go to the filter panel on the left side, scroll down to the section labelled "Custom fields", and you should see your fleet type field listed there. You can then select the values you want (commercial, van, etc.) and it'll filter your results accordingly. This should give you exactly what you need for splitting out the client data by fleet type. Let me know if you can see those options and if it works for your use case. Cheers, Kate
Public reply · Kofi Asamoah 19 Mar 2026 10:31
Perfect, found it. I was looking in the wrong place initially. Works exactly as we need it. Cheers, Kofi
Status change · Kate Ormerod 23 Mar 2026 11:34
Status change · 27 Mar 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

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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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