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  1. Box+Dice Help Centre
  2. Contacts
  3. Working with Contacts

Working with Contacts

Working with Contacts 1

Working with Contacts 2

Working with Contacts 3

Working with Contacts 4

Working with Contacts 5

Working with Contacts 6

Add a new category to the database (for agents to use)
Add an owned property to a contact
Control bank account detail visibility
Delete a contact
Delete a contact’s residential address
Delete contact history's events
Disallow duplicate entries of contacts
Filter contacts by activity
Filter contacts by Reasons to Call
Find a contact using their residential address
Link individual contact records
Manage duplicate contacts
Mark a contact as deceased
Send an Email to Multiple Contacts
Send emails to multiple contacts
Send Group SMS to unique category filters
Transfer contacts to another consultant
Troubleshoot CardDAV and CalDAV
Understand Activities
Update contact type between personal and business
Understand Contact Ranking
Understand duplicate contacts
Understand how correspondence history notes are recorded
Understand ownership of a contact
Update a property or a contact's address
Use the contact biography
View connected consultants for a contact