If you are using the Dropbox email feature:

Yes. Wealthbox generates a unique email address that you can use to forward emails to your contact’s record.

  1. Go into “Applications.”
  2. Click on “Settings” next to “BCC Email Dropbox.”
  3. At the bottom of the page, enter the email address you are using if different than the email address associated to your Wealthbox account.
  4. Copy the email address which is found in the “Your email dropbox address.”
  5. When contacting a client via email make sure to BCC this unique address to ensure these emails go directly onto their contact record.

If you are using the Wealthbox Mail feature:

Yes, your emails will appear on the Contact Record Page, under the “Email” tab:

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