TormanoCompanies take the same nine custom field types as contacts: Text, Number, Date, Yes/No, Dropdown (single), Dropdown (multi), Link, Email, and Phone.
Where to manage
Open Settings > Custom Fields and pick the Companies tab, where you can add, reorder, edit, or hide fields. On the Nonprofit edition, use the Organizations tab. Each record type holds up to 50 custom fields.
Common patterns
- Business edition: account tier, industry segment, monthly recurring revenue, renewal date, account manager region.
- Nonprofit edition: school district, grade levels served, partnership status, Title I designation, accreditation body.
Limit a field to a program
As with contact custom fields, you can limit a company field to one program tag, so it only shows where it applies. A Field Trip Permit Required checkbox, for instance, can appear only on the schools in your After-School Program.
Field permissions
Settings > Field Permissions works the same way for companies as for contacts. A field someone can’t see doesn’t appear for them in forms, lists, exports, or reports.
Reporting
Every company custom field can be filtered on, grouped by, shown as a column, and exported.