Feature · Tags and search
Tags that stay tidy, and a search that finds people
Shared lists of tags and sectors, so “Retainer” and “retainer” never become two different things. Then one search box for every client and contact.
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The short answer
Gather360 keeps one shared list of tags and one of sectors for your team. Type a tag that already exists in a different case and it uses the existing one, so your data stays consistent. Search looks across clients by name, email, sector and tag, and across contacts by name and email, from anywhere in the app.
Why it matters
Free-text tags rot quietly
One person types “Retainer”. Another types “retainer”. A third types “retained”. Six months on, a search for retainer clients misses a third of them and nobody knows.
Gather360 keeps tags and sectors in shared lists. Type a value that is already there and Gather360 uses the existing one. Type a new one and it joins the list, ready for the rest of the team to reuse.
- One sector per client, and as many tags as you need
- Values are matched regardless of capitals
- Add new ones as you work, without a trip to Settings
What search looks at
Two letters is enough to start.
Client names
Part of a company name finds it.
Contact names
First or last name, with the company they work for shown alongside.
Email addresses
For clients and contacts. Useful when all you have is the address on an email.
Sectors and tags
Search a tag such as “north-west” to list every client carrying it.
Lists the admins keep in order
Settings shows every tag and sector your team has used. Anyone can add to the lists. Admins and the owner can remove values that are no longer needed.
Removing a value from the list does not strip it from clients that already carry it, so nothing disappears from a record without you knowing.
A tagging set-up that works for a small team
- 1
Pick your sectors
The handful of industries your clients are in. One per client.
- 2
Keep tags few and plain
Region, client type, priority. If you would not search for it, do not tag it.
- 3
Let the list do the policing
The team picks from what is there, so the spelling stays the same.
Find any client in two keystrokes
Try it free for 30 days. No card, every feature included.
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Questions people ask
Does search look inside notes and documents?
No. Search covers client names, emails, sectors and tags, and contact names and emails. Documents have their own search by file name.
Can I filter the clients list by tag?
Yes. Type the tag into the clients list search and it shows every client carrying it. You can also switch between active, archived and all clients.
Can I save a filtered view or build reports by tag?
No. There are no saved views or reports beyond the home screen counts. Search is quick enough that most people just type it again.
What is the difference between a sector and a tag?
A client has one sector, the industry it is in. Tags are for everything else, and a client can have several.
Who can change the tag and sector lists?
Anyone on the team can add a value. Only admins and the owner can remove one.
See if it fits in ten minutes
Click round the live demo with no sign-up, or start a free trial with your own clients. No card, no sales call.
30-day free trial · no card · £12.99 + VAT per person a month after