Summary
Learn how to assign or remove categories for multiple contacts at once using bulk actions in Box+Dice.
This article covers:
- About bulk category management
- Add categories to multiple contacts
- Remove categories from multiple contacts
- Use categories on B+D Agent mobile app (Optional)
About bulk category management
Bulk category tools help you quickly organise many contacts at once, useful after imports, list clean‑ups, or campaign targeting. Categories are consultant‑specific and can be used for filtering and reporting.
Note: Your office may restrict who can edit categories created by other consultants. If you need to change categories assigned by someone else, you may require administrator access or sharing permissions. Check with your office administrator.
Add categories to multiple contacts
To add the same category to many contacts:
- Go to: Contacts
- Run a search to find the contacts you want to update
- Tick to select all results or select contacts individually
- Click More > Add categories
- Select the Consultant and Category you want to add
- Click Apply
- In the confirmation window, click Yes
Tip: Bulk assigning is ideal for campaigns (e.g., “Spring Letter 2026”). It adds the category to each selected contact without changing other categories already on those records.
Remove categories from multiple contacts
If you need to unassign a category from a set of contacts, use the bulk remove option.
Note: Removing a category does not delete the category from your system—it only unassigns it from the selected contacts.
To remove categories:
- Go to: Contacts
- Run a search to find the contacts you want to update
- Tick to select all results or select contacts individually
- Click More > Remove categories
- Select the Consultant and Category to remove
- Click Apply
- In the confirmation window, click Yes
Tip: After bulk removal, re‑run the search to confirm the category no longer appears on those contacts.
Use categories on B+D Agent mobile app (Optional)
Agents using the Box+Dice Agent mobile app can view and manage contact details, including categories, on the go. Visibility depends on whether a category is configured to Show in app at creation time.
Tip: For field teams, enable 'Show in app' for categories they need to apply during OFIs or appointments.
What’s next?
Learn how to add and remove categories from a contact in Box+Dice.