B-Viz
Olivia Grant

Feature request: branch view of trade accounts

Ticketclosed

Strensall Merchants logo Strensall Merchants · Feature request: branch view of trade accounts

Karen Oxley asked for a branch filter on the trade account page. Olivia Grant passed it to the product team as a feature request with no delivery date.

Priority normal

What happened

What this says

As at Fri 9 Oct 2026

Karen Oxley asked for a branch filter on the trade account page. Olivia Grant passed it to the product team as a feature request with no delivery date.

Problem: The trade account page shows all branches together, which Karen Oxley finds noisy for branch managers. Handling: Olivia Grant logged the request with the product team and said no delivery date can be promised. Watch: The ticket closed on 25 Nov 2025; the record does not show any later decision on the feature.

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

Details

Updated 9 Oct 26
Prioritynormal
Statusclosed
Categoryfeature_request
Channelemail
First response (min)256
CSAT5
Helpdeskmade from

Trail

  1. Karen Oxley
    created · Karen Oxley 20 Nov 2025 15:00
    Hello, I wanted to ask about the trade account page. At the moment I can see orders, deliveries, calls and credit for every branch together, which is useful for the key-account team but gets noisy for my branch managers. Would it be possible to filter the whole page down to one branch? I'm happy to talk through how we would use it if that helps. Thanks, Karen
  2. Olivia Grant
    Public reply · Olivia Grant 20 Nov 2025 19:16
    Hi Karen, thanks for getting in touch, and good to hear the group view is working well for the key-account team. Just so I've got this right, you'd like a branch filter on the trade account page, so orders, deliveries, calls and credit can be narrowed to one branch at a time. I've passed this to the product team as a feature request with your use case attached, so they can see what the North East team needs. I can't promise a delivery date, but I'll let you know if it moves. Thanks, Olivia
  3. Olivia Grant
    Status change · Olivia Grant 21 Nov 2025 16:46
  4. Status change · 25 Nov 2025 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

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.

What the data covers

DataRecords
Organisations300
People at customers1,880
BG-Demo staff records (in post and leavers)65
Calls2,593
Email threads3,882
Support tickets1,502
Documents1,582
Deals403
Invoices365
Events49
News items147

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.

Help

Ask B

B-Viz · read-only