The tagging feature allows you to apply descriptive words to a contact record (a person, company or household) in Wealthbox. Tags are like keywords but non-hierarchical. You can assign as many tags as you wish to a contact and easily rename or delete them later. For example, you can tag a contact record with “golfer”, “A Client” or “401k.” Later, when looking for contacts with these assigned words, you can simply click on the tag from the tags section located on the top right corner of the contact list page.

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