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Add and manage contact categories

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Summary

Learn how to add, edit, and delete contact categories to organise contacts and streamline consultant workflows.

This article covers:

About contact categories

Categories group contacts for easier filtering and management. A single contact can belong to multiple categories across different consultants. 

Note: You need Administrator permissions to add, edit, or delete categories.
Why Use Categories?

Categories act as filters when searching for contacts by consultant name in the Contact Search screen. They help consultants quickly find relevant contacts.

Add a new category

To create a new category:

  • Go to: Settings > CRM > Set up Categories
  • Click + Add contact category
  • Enter a name for the category
  • Toggle Protected to ON (optional) to restrict the category to authorised consultants 
  • Click Save

Tips:

  • You can choose whether the category appears in the app and set it as a unique category. 
  • Use Show in app for categories that consultants need to access on mobile. Leave it off for internal or admin-only categories

Edit an existing category

To update a category name:

  • In the sidebar, go to: Settings > CRM > Set up Categories
  • Click the category name you want to edit
  • Enter the new name

  • Click Save

Delete a category

To remove a category:

  • In the sidebar, go to: Settings > CRM > Set up Categories
  • Click the category name you want to delete
  • Click the Delete icon (top-right corner)

  • Confirm by clicking OK when prompted

About unique categories

A unique category can be assigned to a contact only once by a single consultant. 
If a consultant removes a unique category and another consultant adds it, the original consultant receives an email notification.

Example email: 
Consultant for Category 'My Contact' changed for Contact 'Brad Pitt': From: (Agent) Angelina Jolie To: (Agent) Sarah Jessica-Parker By: (Agent) Sarah Jessica-Parker.

Default unique category: My Contact 
Admins can create additional unique categories. If you don’t have admin access, contact your office administrator.

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