Duplicate landlords in contacts list

Ticketclosed

Kettlewell Lettings · Duplicate landlords in contacts list

Lily Harker reported two landlords appearing twice in the contacts list after a CRM sync. Bethan Lister asked for the two names and said she would check how contacts are matched; the ticket was solved on 13 Sep 2024.

Priority normal

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What happened

What this says

As at Fri 9 Oct 2026

Lily Harker reported two landlords appearing twice in the contacts list after a CRM sync. Bethan Lister asked for the two names and said she would check how contacts are matched; the ticket was solved on 13 Sep 2024.

Problem: two landlords showed twice in the contacts list in B-Viz after the latest CRM sync, while the CRM records looked fine.

Handling: Bethan asked for the two names as they appear and whether one entry was a company and the other a person. The record holds no customer reply and no finding on the cause, only the solved and closed dates.

Watch: The ticket does not show whether the matching fault affected other records.

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

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categorydata_quality

Channelemail

First response (min)246

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created · Lily Harker 10 Sep 2024 13:15
Hello, two of our landlords appear twice in the contacts list after the latest sync from the CRM. Could you check why? Regards, Lily
Public reply · Bethan Lister 10 Sep 2024 17:21
Hi Lily, thanks for the note. Just so I've got this right: the duplicates only show in B-Viz, and the records look fine in your CRM? Could you send me the two names as they appear, and tell me whether one entry is a company and the other a person? I'll look at how the contacts are matched and come back to you. Thanks, Bethan
Status change · Bethan Lister 13 Sep 2024 17:25
Status change · 17 Sep 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

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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.

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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.

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.

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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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