Request: saved view of members due for renewal

Ticketclosed

Kelbrook Mutual Insurance · Request: saved view of members due for renewal

Rebecca Ainsworth asked for a saved view of members due for renewal, with the latest call and open claim. BG-Demo logged a feature request and offered a dashboard as an interim option.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Rebecca Ainsworth asked for a saved view of members due for renewal, with the latest call and open claim. BG-Demo logged a feature request and offered a dashboard as an interim option.

Problem: Relationship managers rebuild the renewal list by hand before calls.

Handling: Ruth Okoro logged a feature request, linked the earlier note, and gave no date. She suggested a dashboard filtered by renewal date. The ticket closed on 26 Jul 2026.

Watch: The evidence does not show whether the dashboard option was adopted.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryfeature_request

Channelemail

First response (min)376

Helpdeskmade from

Trail

Public reply · Rebecca Ainsworth 17 Jul 2026 14:38
Hello, I'm sending a quick note ahead of a fuller request, as I'd like to ask about the renewal list. I'll send the detail this afternoon. Kind regards, Rebecca
created · Rebecca Ainsworth 17 Jul 2026 16:36
Hello, following on from my earlier note, I'd like to request a saved view in B-Viz that lists members whose renewal is due in the coming months. Each line should show the latest call and any open claim alongside the member. At the moment my relationship managers rebuild this list by hand before renewal calls. If it can be a standard view the whole team can open, that would save them a good deal of time. Kind regards, Rebecca
Public reply · Ruth Okoro 17 Jul 2026 22:52
Hi Rebecca, thanks for the detail. I've logged this as a feature request against dashboards and linked your earlier note. I can't promise a date, but I'll make sure the product team sees that your team relies on the renewal list today. In the meantime, the nearest option is a dashboard filtered by renewal date, which your team can set up with the dashboards builder. Ruth
Status change · Ruth Okoro 22 Jul 2026 12:42
Status change · 26 Jul 2026 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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