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Add a new category to the database (for agents to use)

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Summary

Learn how to add a new Contact Category in Box+Dice, including how to manage visibility, set unique category rules, and ensure agents can use it to group and segment Contacts effectively.

This article covers:

About contact categories

Contact Categories help you group and segment Contacts in Box+Dice. They can be used for filtering, reporting, and improving how agents manage their CRM lists. Categories can be used together with a Consultant’s name to further refine lists within the CRM. Agents can apply multiple Categories per Contact, allowing flexible segmentation for marketing, follow‑up, and reporting.

Note: You must have the correct system permissions to add, edit, or delete Categories in Box+Dice.

Add a new contact category

To add a category:

  • Go to: Settings > CRM > Set up Categories
  • Click + Add contact category
  • Enter a Name for the category
  • Toggle Unique Category if this category should only apply once per Contact (Optional)
Tip: Unique Categories prevent duplicates when agents assign categories.
  • Toggle Show in App to highlight this category at the top of the list in the Agent App (Optional)
  • Toggle Protected to ON (optional) to restrict the category to authorised consultants 
  • Click Save

Once saved, the Category becomes immediately available for agents to select when managing Contacts.  If Show in App is enabled, it will also appear at the top of the Category list in the Agent App.

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