How do I see a member's full call history next to their policies and claims?

Ticketclosed

Kelbrook Mutual Insurance · How do I see a member's full call history next to their policies and claims?

Kirsty Hepworth could not find older calls on a member record before renewal calls. Bethan Lister asked for a reproduction, and the case was marked solved on 16 Jul 2024.

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What happened

What this says

As at Fri 9 Oct 2026

Kirsty Hepworth could not find older calls on a member record before renewal calls. Bethan Lister asked for a reproduction, and the case was marked solved on 16 Jul 2024.

Problem: Calls on the member record only go back a short way, and Kirsty could not find older calls before renewal calls.

Handling: Bethan Lister asked Kirsty to test the member search and said she would reproduce the issue before giving a cause. The record shows solved on 16 Jul 2024 and closed on 20 Jul 2024, with no fix recorded in the comments.

Watch: The evidence does not show the cause or whether older calls now display.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categoryhow_to

Channelweb

First response (min)154

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created · Kirsty Hepworth 15 Jul 2024 09:55
Hi, I'm preparing renewal calls for our schools members and I need to see everything for one member in one place before next week. The policy and claims sections are fine, but the calls only go back a short way. I've checked the member record and the search but can't find where the older calls are held. Is there a setting I've missed, or a guide you can point me to? Many thanks, Kirsty
Public reply · Bethan Lister 15 Jul 2024 12:29
Hi Kirsty, just so I've got this right, you want the full call history sitting alongside policies and claims on one member record, and the older calls aren't showing? Could you try the member search for one member you know has older calls, then tell me what you see in the calls panel? I've picked this up and I'll reproduce it on our side before I say more about the cause. Thanks, Bethan
Status change · Bethan Lister 16 Jul 2024 13:33
Status change · 20 Jul 2024 23:59

Helpdeskmade from

BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

Help & Support

Open as a page

Help & Support

B-Viz 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-Viz 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-Viz Claude Project, with the same answers and sources.

What the data covers

Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

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-Viz is the tool that reads its data.

Who to contact

Email info@b-viz.com or talk to your B-Viz account team. Tell us the page address and what looked wrong; a screenshot helps.

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