Skip to content

Organisations (company grouping)

Every company can carry an optional Organisation label — a free-text grouping field used to slice the dashboard signal feed by parent organisation, region, division, or any other label that matters to your team.

What it is

  • A nullable text field on each company. Not required.
  • One organisation per company (not multi-tag).
  • Trimmed at the API edge — " Acme " and "Acme" collapse into the same bucket.
  • Distinct from the tenant scope. The tenant scope is your email domain; the organisation field is a user-defined label that lives inside your tenant.

Where you set it

SurfaceHow
Add company dialogOptional input below the Owner field — "Organisation (optional)"
Company pageInline editable field alongside Owner, Industry, etc
Company detail dialogShown in the meta grid; edit via the Company page
Import wizardMap a column to "Organisation" — auto-detects headers organisation, organization, parent organisation, group, division, territory
Imported data modalPer-row inline editor — set or clear for any row

Saving an empty value clears the field (NULL) instead of storing an empty string.

Where it filters signals

Once at least one company has an organisation set, an Organisation dropdown appears in the dashboard filter bar — between Source and Date. It mirrors the Source control:

  • Multi-select checkboxes inside a popover
  • Selecting multiple labels OR-matches signals from companies in any of them
  • "All" (zero selected) = no organisation filter
  • The dropdown auto-hides if no company has an organisation yet

The selection threads through the same backend route that powers the rest of the feed. We resolve the labels to a company-id IN list server-side so the filter composes cleanly with search + date + source + signal-type filters.

The chip on each signal row

When the Organisation filter has at least one label selected, signals whose company belongs to a selected org get a small chip next to the source tag. Acts as a "why this row is in your filtered view" affordance — selecting two orgs and seeing the chip makes it obvious which bucket each row came from. Truncates at ~10 chars with a tooltip on hover for the full label.

Clear the filter (zero selected) and the chip hides for every row to keep the feed visually quiet.

Bulk-setting via re-import

Update the organisation column in your source spreadsheet and re-import via Settings → Import companies. The import path:

  • Skips rows that already exist (matched by LinkedIn slug or company name)
  • Inserts only new rows

So re-importing does not overwrite the organisation on existing rows. To bulk-edit existing companies, use the Imported data modal — search/filter to scope, edit cells, hit Save row.

Why "Organisation" not "Org"

The codebase already has an org column on every table — it's the per-tenant scope key (your email domain). The organisation field is a separate user-facing concept layered on top. We kept the verbose name to keep the two readable side-by-side in code reviews and SQL.

Client Pulse — buying signals for your target accounts. Privacy · Terms · Open app ↗