Duplicate contact record with old job title

Ticketclosed

Clayhithe Logistics · Duplicate contact record with old job title

Two records for one contact at a larger client, one with an old job title, were showing on the contacts page. Kate Ormerod found both came from separate imports and planned to merge them at source; the ticket closed on 17 Aug 2026.

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What happened

What this says

As at Fri 9 Oct 2026

Two records for one contact at a larger client, one with an old job title, were showing on the contacts page. Kate Ormerod found both came from separate imports and planned to merge them at source; the ticket closed on 17 Aug 2026.

Problem: Callum Rix reported two entries for the same contact at a larger client, one with an old job title, shown twice on the contacts page.

Handling: Kate Ormerod found both records came from separate imports and planned to merge them at source. The ticket closed on 17 Aug 2026, but the record does not show her confirmation that the merge was done.

Watch: Until the merge is confirmed, the duplicate may still appear on the contacts page.

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

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Updated 9 Oct 26

Prioritylow

Statusclosed

Categorydata_quality

Channelemail

First response (min)598

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created · Callum Rix 29 Jul 2026 15:46
Hi, there are two entries for the same contact at one of our larger clients, one with an old job title. It's showing up in two places on the contacts page. Can these be merged, please? Thanks, Callum
Public reply · Kate Ormerod 30 Jul 2026 01:44
Hi Callum, thanks for flagging. I've found both records and they came from separate imports. I'm going to merge them at source so the duplicate stops coming through, and I'll confirm once that's done. Thanks, Kate
Status change · Kate Ormerod 13 Aug 2026 16:35
Status change · 17 Aug 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

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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