How to set a default importer filter on pages

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Kralingse Expeditie · How to set a default importer filter on pages

The customs desk asked how to set a default importer filter on the pages view. Bethan Lister gave three steps to save a filtered view as the team default.

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What happened

What this says

As at Fri 9 Oct 2026

The customs desk asked how to set a default importer filter on the pages view. Bethan Lister gave three steps to save a filtered view as the team default.

Request: Thijs Brouwer asked how to stop the desk reselecting the same importer each time the pages view opens.

Handling: Bethan Lister replied on 28 Jul 2026 with the steps and asked Thijs to try them and report back.

Watch: The record does not show whether the steps worked, and the ticket was solved on 6 Aug 2026 and closed on 10 Aug 2026.

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

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Updated 9 Oct 26

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Statusclosed

Categoryhow_to

Channelemail

First response (min)923

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created · Thijs Brouwer 27 Jul 2026 13:04
Hi, could you tell me how to set a default importer filter on the pages view? Our desk keeps re-selecting the same importer each time they open it. I've looked through the help pages but couldn't find the setting. No rush, but it would help to know before the end of the week. Thanks, Thijs
Public reply · Bethan Lister 28 Jul 2026 04:27
Hi Thijs, just so I've got this right, you want the pages view to open already filtered to one importer for your desk. First, open the pages area and choose the filter you use most. Next, select the importer. Finally, save the view and choose to make it the default for your team. Can you try that and tell me what you see? Thanks, Bethan
Status change · Bethan Lister 6 Aug 2026 15:46
Status change · 10 Aug 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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