Categories are labels that enable grouping of entities based on a particular shared characteristic or interest. For example, Avid Golfer for a contact or user.

Category groups enable you to group related categories together. A category group defines the entity types that you can add the category to. For example, a category group can make a category available only to companies. A category belongs to only one group.

System administrators, business administrators, and users can use and manage categories in the following ways:

• System administrators
  In NexJ Admin Console, system administrators can create, modify, and delete categories and category groups.
• Business administrators
  On the Customize workspace, business administrators can add categories to the system and delete them, modify the name, description, and icon for a category, and add contact types for a category. A business administrator is a NexJ CRM user who gathers business requirements and configures the application. For example, they are responsible for user onboarding and importing contact data. Using NexJ CRM, they can configure rules, create custom fields, coverage groups, business process forms, and templates.
• Users
  On the Contacts workspace, users can add and remove existing categories from individual entities in the Detail tab, add new categories to the system, and modify the name, description, icon, and contact types for categories.

Best practices for using categories

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Adding categories to the system

Add a category on the Customize workspace to make the category available for users on the Contacts workspace.

Before you create a category, you can search for specific categories in the data table by entering a full or partial category name in the text search field. For more information about searching and filtering records, see Searching and filtering in NexJ CRM.

When you add a category, you select a category group and add one or more contact types. The contact type specifies the types of entities that users can apply the category to. For example, a category with the Company contact type is available for company entities. Your system administrator can activate and rename up to six category groups.

To add categories to the system, navigate to the Customize workspace, and select the Categories tab. Click the Add Category button to open the Category dialog and fill in the required information.

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Modifying categories in the system

You can edit the name, description, display icon, and contact types for a category on the Customize workspace. The changes that you make to a category are also reflected for all contacts that are associated with this category.

To edit a category, navigate to the Customize workspace and select the Categories tab. Locate the category you want to edit in the data table and click Edit in the category record. In the dialog that opens, edit the information.

Also, you can delete a category record from the system on the Customize workspace.