How do I show a retailer's orders, complaints and credit together?

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Rufforth Bakeries · How do I show a retailer's orders, complaints and credit together?

Liam Sedgwick asked how to build one retailer view showing orders, complaints and credit together. Bethan Lister gave the steps in the thread; the evidence does not show whether they worked.

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What happened

What this says

As at Fri 9 Oct 2026

Liam Sedgwick asked how to build one retailer view showing orders, complaints and credit together. Bethan Lister gave the steps in the thread; the evidence does not show whether they worked.

Problem: Liam asked how to set up a view for a retailer that shows orders, complaints and credit on one page, because the customer service team wanted them together.

Handling: Bethan Lister replied with the steps: open the retailers list, select the retailer, choose Add view and tick orders, complaints and credit before saving. The first response came 147 minutes after creation on 28 Jul 2026.

Watch: The ticket was solved on 3 Aug 2026 and closed on 7 Aug 2026, but the evidence does not show whether the steps worked for the customer.

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)147

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created · Liam Sedgwick 28 Jul 2026 12:32
Hi, could you tell me how to set up a view for a retailer that shows their orders, complaints and credit on one page? Our customer service team wants to see them together, and I can't find where to set that up. Thanks, Liam
Public reply · Bethan Lister 28 Jul 2026 14:59
Hi Liam, just so I've got this right, you want one view per retailer with orders, complaints and credit side by side? First, open the retailers list and select the retailer. Then choose Add view and tick orders, complaints and credit before saving. Can you try that and tell me what you see? Thanks, Bethan
Status change · Bethan Lister 3 Aug 2026 13:12
Status change · 7 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

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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.

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Summary is the landing page: what happened this week, the calls just held and the calls coming up, the risks and the renewals due.
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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.
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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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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.

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