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.
- Go into “Applications.”
- Click on “Settings” next to “BCC Email Dropbox.”
- At the bottom of the page, enter the email address you are using if different than the email address associated to your Wealthbox account.
- Copy the email address which is found in the “Your email dropbox address.”
- 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: