Connector not picking up new records

Ticketclosed

Sprotbrough Recruitment · Connector not picking up new records

Carl Ibbotson reported that the CRM connector had brought in no new candidate records since last Thursday. Bethan Lister asked him to check the connection; he confirmed it was active.

Priority normal

made from

What happened

What this says

As at Fri 9 Oct 2026

Carl Ibbotson reported that the CRM connector had brought in no new candidate records since last Thursday. Bethan Lister asked him to check the connection; he confirmed it was active.

Problem: Carl Ibbotson said the CRM connector had stopped bringing in new records while existing records still appeared. He needed new candidates visible in search as soon as possible.

Handling: Bethan Lister asked him to check the connector status and any recent sharing changes in the CRM, and she looked at the connector log on BG-Demo's side. Carl said the connection was still active and that his admin team would check the sharing settings; the record does not show the cause.

Watch: This pattern usually follows a change in the customer's source system, which the record does not confirm. The ticket was solved on 15 Aug 2024 and closed on 19 Aug 2024.

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

AImade from

Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryconnector_sync

Channelweb

First response (min)112

Helpdeskmade from

Trail

created · Carl Ibbotson 9 Aug 2024 09:46
Web form, connector issue. The connector for our CRM hasn't brought in any new records since last Thursday. Existing records are fine. We need the new candidates visible in search as soon as possible. Carl Ibbotson, Senior Consultant, Driving
Public reply · Bethan Lister 9 Aug 2024 11:38
Thanks for the form, Carl. I've picked this up. Just so I've got this right, the CRM connector is showing no new records, but the existing ones still appear? Can you try this and tell me what you see? First, check the connector status on your side. Then let me know whether any sharing settings in the CRM changed recently. I'll look at the connector log on our side. Thanks, Bethan
Public reply · Carl Ibbotson 13 Aug 2024 11:22
Hi Bethan, I've checked and the CRM connection is still active on our side. I don't know of any change to the sharing settings, but I'll ask our admin team to double check. Thanks, Carl
Status change · Bethan Lister 15 Aug 2024 10:16
Status change · 19 Aug 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.

Help