How do we see tickets next to usage?

Ticketclosed

Assunpink Software · How do we see tickets next to usage?

Marisol Ybarra asked how to see support tickets next to each customer's B-Viz usage. Bethan Lister asked her to check the pages area. The ticket closed on 29 Aug 2026.

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What happened

What this says

As at Fri 9 Oct 2026

Marisol Ybarra asked how to see support tickets next to each customer's B-Viz usage. Bethan Lister asked her to check the pages area. The ticket closed on 29 Aug 2026.

Problem: On 17 Aug 2026 Marisol Ybarra asked whether support tickets could sit beside each customer's B-Viz usage, and where to build that view.

Handling: Bethan Lister asked her to check the pages area and offered to look at what the account includes if the option was not visible. Marisol said she would try search first, and the evidence does not show whether the view was built.

Watch: The request points to a cross-view of the customer's own data, which may fit the dashboards builder if the account's tier includes it, and the tier is not in the evidence.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelweb

First response (min)318

CSAT5

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Trail

created · Marisol Ybarra 17 Aug 2026 11:09
Hi, we'd like to see our support tickets alongside how much each customer is using B-Viz. I've looked around the pages but I can't find where to build that view. Is it possible, and where would I start?
Public reply · Bethan Lister 17 Aug 2026 16:27
Hi Marisol, just so I've got this right, you want tickets and usage shown side by side for each customer? Can you try opening the pages area and tell me what you see there? If the option isn't visible, let me know and I'll check what's included on your account. Thanks, Bethan
Public reply · Marisol Ybarra 17 Aug 2026 16:48
Thanks Bethan. The pages area is where I'd been looking. I'll try the search side first and come back if I'm stuck. Marisol
Status change · Bethan Lister 25 Aug 2026 15:55
Status change · 29 Aug 2026 23:59

Helpdeskmade from

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

Open as a page

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.

Help