Summary
Learn how to add and remove categories from a contact in Box+Dice.
This article covers:
About contact categories
Categories help group contacts for filtering and reporting. You can assign multiple categories to a contact, and categories can be consultant-specific.
Note: To edit categories assigned by another consultant, you need administrator access or sharing permission.
Add a category to a contact
To assign a category:
- In the sidebar, go to: Contacts
- Find the contact > Click on their name to open the contact detail screen
- Next to Categories, click the Manage Categories (pencil) icon
- Select the Consultant for the category
- Choose the Category from the list
- The category is automatically added once selected
- Click Close
The category list will be updated.
Tip: Use categories to make contact searches faster and more accurate
Remove a category from a contact
To remove a category:
- In the sidebar, go to: Contacts
- Find the contact > Click on their name to open the contact detail screen
- Next to Categories, click the Manage Categories (pencil) icon
- Click the X next to the category name you want to remove
- Click Close
The category list will be updated with your changes.
Note: Removing a category does not delete it from the system; it only unassigns it from the contact.
What’s next?
Learn how to add, edit, and delete contact categories to organise contacts and streamline consultant workflows.