How do I see store accounts and delivery queries together?

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Moggill Creek Distributors · How do I see store accounts and delivery queries together?

Belinda Moss asked how to see a store's account, delivery queries and credit position on one page. Kate Ormerod asked for details, and the record does not show the steps she gave.

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What happened

What this says

As at Fri 9 Oct 2026

Belinda Moss asked how to see a store's account, delivery queries and credit position on one page. Kate Ormerod asked for details, and the record does not show the steps she gave.

Problem: Belinda Moss, a Systems Administrator, wants to see a store's account, delivery queries and credit position on one page. She can see only one of them at a time.

Handling: Kate Ormerod, a Support Engineer, asked which page Belinda started from and whether the filter was set to one store. Belinda replied on 28 Sep 2026 that switching the view did not bring the delivery queries across.

Watch: The ticket was solved on 29 Sep 2026 and closed on 3 Oct 2026, but the record does not show the steps Kate gave. The first response took 413 minutes.

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)413

CSAT4

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created · Belinda Moss 24 Sep 2026 16:13
Hi, I'm trying to see a store's account, its delivery queries and its credit position on one page. At the moment I can only see one of them at a time. I've been through the pages but can't find a way to bring them together. Is this possible, or am I missing a setting? Thanks, Belinda
Public reply · Kate Ormerod 24 Sep 2026 23:06
Hi Belinda, thanks for getting in touch. Could you tell me which page you're starting from, and whether the filter at the top is set to a single store? Once I know that I can point you to the right steps. Kate
Public reply · Belinda Moss 28 Sep 2026 14:35
Hi Kate, sorry for the slow reply. I'm starting from the store accounts page and the filter is set to one store. I tried switching the view but the delivery queries still don't appear alongside it. Happy to try anything you suggest. Belinda
Status change · Kate Ormerod 29 Sep 2026 15:33
Status change · 3 Oct 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

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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