Duplicate care home records in search

Ticketclosed

Commondale Care · Duplicate care home records in search

Search returned one home twice after a CRM rename. BG-Demo's internal note says the duplicate came from source data and a merge was needed. Closed 3 Dec 2024.

Priority high

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What happened

What this says

As at Fri 9 Oct 2026

Search returned one home twice after a CRM rename. BG-Demo's internal note says the duplicate came from source data and a merge was needed. Closed 3 Dec 2024.

Problem: Kayleigh Pounder reported the same home appearing under its old and new names in search, confusing family contact lookups.

Handling: Bethan Lister took the ticket within 117 minutes, which is outside the 4 business hour Starter response level only if the tier were Starter, and the tier is not in the pack, so no miss is judged. Her internal note traced two organisation records on the same domain to a CRM rename and called for a source-side merge.

Watch: The internal note asks for a re-check after the next refresh; the evidence does not show whether that happened.

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

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Details

Updated 9 Oct 26

Priorityhigh

Statusclosed

Categorydata_quality

Channelweb

First response (min)117

CSAT5

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Trail

created · Kayleigh Pounder 25 Nov 2024 14:23
Using the web form because the email option was being odd this morning. Search is returning the same home twice, once under its old name and once under its new name. This is confusing our teams when they look up a family contact. Please advise. Kayleigh Pounder
Public reply · Bethan Lister 25 Nov 2024 16:20
Hi Kayleigh, thanks for the form. Just so I've got this right: the same home appears twice in search, once with the old name and once with the new? Could you tell me which name your teams should use? I'm looking at the source records now. Thanks, Bethan
Internal note · Bethan Lister 25 Nov 2024 16:41
Two organisation records for the same domain after a rename in the CRM. Merge needed on the source side, and customer to confirm which name is current. Duplicate comes from the source data as far as I can see. Check again after the next refresh.
Status change · Bethan Lister 29 Nov 2024 16:48
Status change · 3 Dec 2024 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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