Additional fields in Sidely offer unique flexibility to customize company records to your organization's needs. They let you add specific information, refine your analyses and improve the segmentation of your data across several features (reports, company list, company map, etc.).
Access additional fields
1. Navigating in Sidely
Go to Field settings via the gear icon at the top right of your screen.
Click Company fields to manage your additional fields.
You can also use this direct link: Access company fields.
Add or delete an additional field
Add a field
Click the '+' button to create a new additional field.
Choose the type of field you want
Decimal number: For numeric data with decimals.
Integer: For numeric data without decimals.
Text string (free text): For descriptions or text information.
Checkbox: For binary answers (yes/no).
Date: To add time-based data.
Assortment: To select an assortment that has already been set up.
Company: Select an existing company
Selector: Choose 1 option from a list
Multiple selector: Choose several options from a list
Opening hours: Select opening hours
3. Depending on the field type, for example Selector, click the field's gear icon and fill in your field's choices.
Delete a field
Click the 🗑️ button next to an existing field to delete it.
Note that deleting a field results in the loss of the associated data.
Edit a field or its choices
The account administrator can edit an additional field or adjust its choices at any time (for example, for a select or multi-select field).
Changes will automatically be applied to all the companies concerned.
Note: The field type cannot be changed once it has been created.
Using additional fields
1. Display on a company record
Additional fields appear directly on each company's record.
They let you customize the visible information and quickly access specific details.
2. Use on the map
Companies can be displayed on the map based on additional fields.
For example, you can display companies with a box ticked or belonging to a specific assortment.
3. Advanced filters
Additional fields can be used as criteria in Advanced filters to refine your searches.
Example: Filter companies with a specific date or a text field matching a specific keyword.
4. Display in company lists
From the company list, you can display and work with additional fields directly.
Click Choose columns to display to include your additional fields in the view.
Create dynamic lists based on these elements for optimized management.
FAQ
1. Can I edit an additional field or its choices after it has been created?
Yes, the account administrator can edit a field or adjust its choices (e.g., select or multi-select). These changes will automatically apply to existing data.
2. What happens if I delete an additional field?
Deleting a field results in the loss of all associated data. Make sure you back up any important information before doing this.
3. Is there a limit to the number of additional fields?
Starter plan: A limit applies.
Business plan: No limit, for maximum customization.
4. Are additional fields visible to all users?
Yes, additional fields are visible to all users who have access to company records.
5. Can additional fields be exported or imported?
Yes, additional fields are included in Excel exports and imports, so you can manage them in bulk.