Managing categories
A category is a label for entities, such as Avid Golfer for a contact or user. Categories can be used for searching and grouping entities. Add and view categories using the Categories tabs in a contact's profile.
A category group enables you to group related categories together. A category group defines the following:
- The types of contacts that you can add the category to. For example, a category group can make a category available to only company contacts.
- The tab name that displays on a contact's profile on the Contacts workspace. For example, a category in the Private category group displays in the Private Categories tab in NexJ CRM .
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 create and delete categories from the system, and modify the name, description, icon, and 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 might configure rules, create custom fields, coverage groups, business process forms, and templates.
Users
On the Contacts workspace, users can add and remove categories from individual contacts, add categories to the system, and modify the name, description, icon, and contact types for categories.
Best practices for using categories
Consider using categories to:
- Store simple classifying information about a contact that you will filter and report on
Avoid using categories to:
- Capture information that may be applicable only to a few clients, such as a birth or anniversary date
Some examples of categories include:
- High Net Worth
- Avid Golfer
Adding categories to contacts
Add existing categories to a contact after collecting information about the contact.
To add categories to a contact:
Removing categories from contacts
Remove a category from a contact when the category no longer applies to the contact.
To remove a category from a contact:
Adding categories to the system
You can create new categories in a contact's profile. After they have been created, you can use the categories for other contacts as well.
To create a new category:
Modifying categories in the system
You can edit the name, description, display icon, and contact types for a category. The changes that you make to a category are also reflected in other contacts associated with this category.
To edit a category: