Exporting family contacts for one home

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Commondale Care · Exporting family contacts for one home

Kayleigh Pounder asked how to export one home's family contacts for an inspection pack. Connor Webb pointed to the export option under the contacts tab. Closed 28 Sep 2025.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Kayleigh Pounder asked how to export one home's family contacts for an inspection pack. Connor Webb pointed to the export option under the contacts tab. Closed 28 Sep 2025.

Problem: The registration manager needed a spreadsheet of one home's family contacts for an inspection pack.

Handling: Connor Webb replied within 411 minutes, and the tier is not in the pack, so no miss is judged. He described the export under the home page's contacts tab, which gives names, roles and contact details for that home only.

Watch: The evidence does not show whether the columns met the manager's needs.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)411

CSAT5

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created · Kayleigh Pounder 17 Sep 2025 16:33
Morning, quick question. Is there a way to export the family contact list for a home as a spreadsheet? Our registration manager wants it for an inspection pack. Cheers, Kayleigh
Public reply · Connor Webb 17 Sep 2025 23:24
Hi Kayleigh, sorry for the wait. Yes, on the home page there's an export option under the contacts tab. It gives you a spreadsheet of names, roles and contact details for that home only. Let me know if the columns aren't what your manager needs. Thanks, Connor
Status change · Connor Webb 24 Sep 2025 12:08
Status change · 28 Sep 2025 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.

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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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