How to Create a New Category

• Click the Add Category button.

  In the dialog box that appears, enter the following details:

  • Category Name: Provide a clear and descriptive name.
  • Description (optional): Add a brief description to inform users about the category's contents.
  • Icon (optional): Upload or select an icon to visually represent the category.
  • Category Functionality
    • Redirect Users to a Third-Party URL
      • You can set a Category to automatically redirect users to an external website when clicked. This is especially useful when centralizing access to platforms outside of StackWrap.
      • To set this up, make sure to select the URL option under Link, and paste in the URL that you'd like to redirect your users to when they click the category
    • Consolidate Items Under a Single Category
      • Categories can be used to group multiple Items into a single, logical collection. This makes it easier for users to find related tools in one place without redirecting them outside of StackWrap
      • To set this up, make sure to leave the URL field empty under Link

      • Example:

        Create a Category called “MLS Access” and add multiple Items inside it — one for each MLS your team has access to (e.g., CRMLS, BrightMLS, FlexMLS, etc.). Instead of scattering these across different parts of your dashboard, they’re now conveniently bundled under one Category.

    • Enable Click-to-Dial Functionality
      • Want your team to reach support staff, office managers, or compliance officers faster? StackWrap lets you link a phone number to a Category or Item, allowing users to initiate a call with just one click.

      • To set this up, make sure to select the Phone option under Link, and enter the phone number that you'd like to map the functionality to.

        Example:

        Create a Category called “Broker Support” and link it to your managing broker’s direct line. On mobile devices, agents can simply tap and dial — no need to copy/paste or look up numbers elsewhere.

        Common uses include:

        • Emergency tech support
        • Broker or team leader hotlines
        • In-house transaction coordinators
• Click Save to create the category.