Configure custom company data fields

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Customizing your company data fields lets you add even more meaningful data to your company entities. If you're planning on prioritizing by company segmentation, custom company fields will be invaluable. 

In this article:

Relevant to both new and legacy boards

Accessing the company field customization menu

There are three ways to begin customizing your company fields. 

  1. From a company's details sidebar, click Customize.
  2. From the Settings menu (accessed via the dropdown menu in the top left corner), under Additional data fields, toggle on Company fields and then click Customize.Screenshot_2023-01-16_at_9.21.08.png
  3. When importing companies from a CSV, click Customize fields from the data upload page.

Customizing your company fields

  1. Click Add custom field.
  2. Under Field Origin, specify whether this will be a “Custom number” or a “Custom text” field.
  3. Give your custom field a Field Name.
  4. If you need to delete a custom field, click the trash can icon on the right side.
  5. If you need to add another custom field, click Add custom field.
  6. Once you’ve finished adding your custom fields, click Save.
    Note: If you intend to upload companies from a CSV, the data column headers in the CSV import template must match the order in which custom fields are listed on this page. If you are exporting company data from a particular tool, we recommend recreating this column order in that tool’s exporter for seamless uploads.

Aggregated Company Field

Relevant to Legacy boards only

This value is based on a numeric custom field of your imported companies. It aggregates that numeric value per feature for those companies that are submitted a note to request that feature, and that note was linked to it.

The aggregated company field values can be used to understand, for example, the revenue impact of your ideas (aggregated ARR, ACV, etc.) and help you with the prioritization. Since you can use it with any numeric custom fields of the companies, you can customize this value to your use case as well.


Adding the Aggregated Company Field to your Features Board

To enable the Aggregated company field, follow these steps: 

  • Access your Features board and click on the AddColumnButton.svg Add columns icon. 
  • Click on Custom Fields in the right-appearing modal to toggle on the Aggregated Custom Company Fields you want to display.
    Note: If you can’t see any fields in the Aggregated Custom Company Fields section, then you have to create and populate the custom fields first. You can find help on how to import and populate custom company fields in How to import company data via CSV and help on how to do it via Salesforce in How to import company data via Salesforce.

  • You can switch on one or more aggregated fields, and the corresponding column appears on the Features board.

Current Limitations

  • Aggregated Company field column’s data is not refreshing automatically, you will have to reload the page to see the updated values.

See also

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