🎉 Beta Feature: This is a beta feature! See our Beta Features article to learn how to turn beta features on & off.

If you have any feedback on this beta feature, please reach out to support@fathomhq.com.

Why use tags?

Tags let you quickly sort and organise the companies you’ve imported into Fathom.

Tags can be organised into custom categories, such as:

Industry
Company size
Location/Region
Accounting service-tier
Account Owner
Business life stage

With the search function on the My Companies page, you can filter to view companies with specific tags.

👀 Insider Info: An upcoming feature release will make tags and the ability to filter companies by tags even more useful!

Filtering with tags

You can use tags to filter which companies you view on the My Companies page.

Next to the Search option, select Filters
Choose Tags
Check the tags you wish to view
1. Click the bolded text to switch from viewing companies with any of the selected tags or all the selected tags
You can simultaneously filter by:
1. Source data (e.g. Xero, QuickBooks, Sage, MYOB)
2. Structure (i.e. Company, Consolidated group, Benchmark group)

📝 Note: Only companies can be tagged. It is not possible to tag consolidated groups or benchmark groups.

How to manage tags

Only Admin-level users can manage tags and categories.

Creating categories

Tags can be uncategorised or categorised. Categories are groups of tags.

For example, you can have a category of ‘Industry’ with the following tags:

Healthcare
Nonprofit
SAAS
Leasing companies
Etc.

You can have a maximum of 20 custom categories.

Once a category has been created, you can add tags to it.

To create a category:

Select the Cog/Gear icon in the top right corner of the ‘My Companies’ page
Select Tags from the left sidebar
Click Add category
Type the name of the category
Click Create

To rename a category:

On the Tags page, click the Category name
Type in your changes

Any changes to the name will be saved.

Creating tags

You can have a maximum of 100 tags across your Fathom organisation. Each company can have up to 10 tags applied to it.

To create a tag:

Select the Cog/Gear icon in the top right corner of the 'My Companies' page
Select Tags from the left sidebar
Click Add tag
Choose a category
1. If a category hasn't been created yet, you can type in a category name and select + Create 'New Category Name'
Type in a description of the tag
Click Next
Select the companies to be tagged

💡Smart Tip: You can also use the Search and Sort functions to find companies quickly.
Click Create tag

You can also create tags from the My Companies page:

Click the Three dots icon to the far right of the company name
Select Add/remove tags
Select + Add tag
Type in the name of a new tag
Choose + Create 'Custom tag name'

The tag will be created, and the company will be tagged. You can edit the tag in the Organisation Settings to assign it to a category.

Editing tags

A tag can be edited after it has been created. You can change the name, description, or the companies included under the tag. You can also delete a tag.

Select the Cog/Gear icon in the top right corner of the ‘My Companies’ page
Select Tags from the left sidebar
Hover over the tag
Select the Three dots icon
Choose an option:
1. Manage tagged companies: Change the companies included in the tag
2. View details: View the companies included in the tag
3. Edit: Change the description, the category, and the companies included
4. Rename: Rename the tag
5. Delete: Delete the tag

When you’re editing a tag, remember to select 'Apply changes' to complete the editing process.

Additional knowledge & common questions