How do I pin a search to the home page?

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Kettlewell Lettings · How do I pin a search to the home page?

Lily Harker, an admin for lettings, asked how to pin a search to the team's home page. Connor Webb gave the steps on 7 Mar 2025, and by 10 Mar 2025 two staff still could not see it.

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What happened

What this says

As at Fri 9 Oct 2026

Lily Harker, an admin for lettings, asked how to pin a search to the team's home page. Connor Webb gave the steps on 7 Mar 2025, and by 10 Mar 2025 two staff still could not see it.

Problem: Lily could not find where to pin a search she had built to the team's home page, and asked whether this was possible on Starter.

Handling: Connor explained how to save the search as a page and show it on the team home page, but did not answer the Starter question. On 10 Mar 2025 Lily said it was showing for the team, while two lettings staff could not yet see it and she planned to check.

Watch: The ticket closed on 21 Mar 2025 without a recorded confirmation that the two staff can now see the page. The record does not confirm which tier the customer holds.

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

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Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelchat

First response (min)152

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created · Lily Harker 7 Mar 2025 13:58
Hi, I'm one of the admins for our lettings team. I've built a search for open tenancy renewals and want the whole team to see it on their home page, but I can't find where to pin it. I've checked the search menu and the settings. Is this possible on Starter? Thanks.
Public reply · Connor Webb 7 Mar 2025 16:30
Hi Lily, thanks for getting in touch. You can pin a search by saving it as a page from the results screen, then choosing to show it on the home page for your team. Let me know if it doesn't appear for anyone. Cheers, Connor
Public reply · Lily Harker 10 Mar 2025 14:59
Found it, thanks. It's showing for the team now. Two of the lettings staff still can't see it, but I think they just need to log out and back in, so I'll check. Lily
Status change · Connor Webb 17 Mar 2025 16:04
Status change · 21 Mar 2025 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.

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