How to filter complaints by brand and line

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Astley Brook Packaging · How to filter complaints by brand and line

Leanne could not filter complaints by line because her login had view access only. Kate asked for her access to be changed to standard user. Closed 7 Jun 2026.

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What happened

What this says

As at Fri 9 Oct 2026

Leanne could not filter complaints by line because her login had view access only. Kate asked for her access to be changed to standard user. Closed 7 Jun 2026.

Problem: Leanne needed a weekly complaints view by brand and line, and the line box was greyed out. Handling: Kate explained the two filter boxes and Save view. Once the screenshot showed the lock, Kate found the login had view access and requested a change to standard user for her team. Watch: The evidence does not show whether the permission change was completed before the ticket closed.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categoryhow_to

Channelemail

First response (min)314

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created · Leanne Partington 8 May 2026 10:41
Hi, quick one. I need a weekly view of complaints by brand and by line for the team stand-up. I can filter by brand but I can't find where to add the line as well. Which brand, which line? Is there a way to save it so the team can open it without rebuilding it each week? Thanks, Leanne
Public reply · Kate Ormerod 8 May 2026 15:55
Hi Leanne, good question. You can filter on brand and line together on the complaints page, using the two filter boxes at the top. Then use Save view so it appears in the list for your team. If the second box is greyed out for you, let me know and I'll look at your permissions. Kate
Public reply · Leanne Partington 12 May 2026 09:01
Hi Kate, brand filter works, thanks. The line box is greyed out for me though. What am I missing? Thanks, Leanne
Public reply · Kate Ormerod 14 May 2026 15:13
Hi Leanne, thanks for the screenshot. Your login only has view access, so the line box is locked. I've asked for your access to be changed to standard user for your team. Once that's done you'll be able to save the view. Kate
Status change · Kate Ormerod 3 Jun 2026 15:12
Status change · 7 Jun 2026 23:59

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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

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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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