How do I set the shipper list to open on a filtered view?

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Shawsheen Freight · How do I set the shipper list to open on a filtered view?

Jared asked how to open the shipper list on a region filtered view. The filter resets when he leaves the page and the ticket is still marked solved, not closed.

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As at Fri 9 Oct 2026

Jared asked how to open the shipper list on a region filtered view. The filter resets when he leaves the page and the ticket is still marked solved, not closed.

Problem: The shipper list filter resets every time Jared leaves the page. Handling: Kate said saving the view should keep the filter. First response took 718 minutes, and the ticket was solved on 6 Oct 2026 without a closed date. Watch: Kate asked Jared to say if it still resets after saving, and the evidence does not show a reply from him.

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

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Updated 9 Oct 26

Prioritylow

Statussolved

Categoryhow_to

Channelweb

First response (min)718

CSAT5

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created · Jared Pelletier 8 Sep 2026 10:48
Hi, I am trying to work out how to change the default view on the shipper list so it opens filtered to our own region. I have looked in the settings but cannot find it. Jared
Public reply · Jared Pelletier 8 Sep 2026 16:19
Following up, I have found a filter but it resets every time I leave the page. Is there a way to keep it? Jared
Public reply · Kate Ormerod 8 Sep 2026 22:46
Hi Jared, thanks for the detail. The filter should stay if you save the view, so it opens the same way each time. Let me know if it still resets after you have saved it. Kate
Status change · Kate Ormerod 6 Oct 2026 13:44

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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.

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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