System accounts (previously organizations) fields

This page lists the built-in fields that appear in the Accounts (previously organizations) category when you click Filter to return results for a segment of the people in your customer data platform (CDP).

Choosing a field will present you with a number of filter condition options, depending on your choice.

NOTE:

The accounts feature needs to be enabled in your CDP before it will appear as a filter category. You can enable accounts through the Settings > General page.
Only people linked to accounts will be returned as filter matches when you use the accounts fields.
Learn more about linking people to a ccounts.

Learn more about filtering people in Working with filters.

Accounts field	Description (Return people…)
Name	Who are linked to the account name you specify.
Owner	Who match the owner value you specify.
Tag	Who match the tag value you specify.
Engagement	Who have a specific star rating value.
Lifetime value	Who match the dollar value you specify.
Industry	Who are linked to the accounts that has the industry value you specify.
Employees	Who are linked to the accounts with the number of employees you specify.
Website	Who are linked to the accounts that has the website value you specify.
Initial source	Who are linked to the accounts based on how the account was added to your CDP (such as manually created).
City	Who are linked to the accounts that has the city value you specify.
Region	Who are linked to the accounts that has the region value you specify.
Postal code	Who are linked to the accounts that has the postal code value you specify.
Country	Who are linked to the accounts that has the country value you specify.
Created	Who are linked to the accounts record that was created in your Ortto account’s CDP on the relative or absolute date you specify. Relative dates are calculated from the day you choose them (e.g. 2 days ago will capture a different date span depending on when you specify it). Absolute dates are specific dates that are not affected by when you choose them (e.g. April 1 2022 to April 30, 2022).
Edited	Who are linked to an accounts CDP record that was last edited on the relative or absolute date you specify.
First seen	Who have the first seen value you specify and are linked to an accounts.
Last seen	Who have the last seen value you specify and are linked to an accounts.
Last location	Who are linked to an accounts with the location value you specify.
Last city	Who are linked to an accounts with the city value you specify.
Last country	Who are linked to an accounts with the country value you specify.
Last region	Who are linked to an accounts with the region value you specify.