Contacts + Tags

Create and manage contact roles

Define roles and responsibilities for your clients by assigning contact roles

Written by Team Wealthbox
Updated over a week ago

What are bi-directional contact relationships?

Linking contacts to others that are not members of their household

Written by Team Wealthbox
Updated over a week ago

How to Generate Address Labels with Mail Merge

Build a label-based mail merge template in Microsoft Word and generate a mail merge from Wealthbox to quickly create address labels

Written by Team Wealthbox
Updated over a week ago

What is the single select dropdown custom field?

Written by Team Wealthbox
Updated over a week ago

How to Create a Label-Based Mail Merge Template in Microsoft Word

Mail Merge Labels

Written by Team Wealthbox
Updated over a week ago

Can I update multiple contacts at one time?

Written by Team Wealthbox
Updated over a week ago

Can I view upcoming contact birthdays?

Written by Team Wealthbox
Updated over a week ago

How do I add additional info to my contacts?

Written by Team Wealthbox
Updated over a week ago

Can one contact be part of multiple companies?

Written by Team Wealthbox
Updated over a week ago

How do I merge duplicate entries?

Written by Team Wealthbox
Updated over a week ago

How do I create a household or company contact?

Written by Team Wealthbox
Updated over a week ago

How can I update a headshot image?

Written by Team Wealthbox
Updated over a week ago

Can I create a mail merge directly from Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How can I add account information to the contact’s profile?

Written by Team Wealthbox
Updated over a week ago

How do I create a Mail Merge template in MS Word?

Written by Team Wealthbox
Updated over a week ago

What fields can I include in my Mail Merge document templates?

Written by Team Wealthbox
Updated over a week ago

What social media integrations does Wealthbox have?

Written by Team Wealthbox
Updated over a week ago

How can I create new tags?

Written by Team Wealthbox
Updated over a week ago

Can I import tags?

Written by Team Wealthbox
Updated over a week ago

How do I remove a tag from a contact?

Written by Team Wealthbox
Updated over a week ago

How can I find my contacts using tags?

Written by Team Wealthbox
Updated over a week ago

Can I add multiple tags to a contact?

Written by Team Wealthbox
Updated over a week ago

Can I run a report based off information in a custom field?

Written by Team Wealthbox
Updated over a week ago

How do I filter and search for contacts?

Written by Team Wealthbox
Updated over a week ago

How do custom fields work?

Written by Team Wealthbox
Updated over a week ago

If I delete a tag, will the associated contact names be deleted too?

Written by Team Wealthbox
Updated over a week ago

Can you add tags to multiple contacts at one time?

Written by Team Wealthbox
Updated over a week ago

How do I delete a contact?

Written by Team Wealthbox
Updated over a week ago

What are “contact types” in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

How do I tag a contact?

Written by Team Wealthbox
Updated over a week ago

What defines a “Contact” in Wealthbox CRM?

Written by Team Wealthbox
Updated over a week ago

How do I upload a file and link it to a contact record?

Written by Team Wealthbox
Updated over a week ago

Can I customize contact types?

Written by Team Wealthbox
Updated over a week ago

How can I view a list of contacts by the user they are assigned to?

Written by Team Wealthbox
Updated over a week ago

If I delete an item in the activity stream, am I also deleting the associated record for the contact, task, event, project or opportunity?

Written by Team Wealthbox
Updated over a week ago

Is there a way to view all social profiles a contact has?

Written by Team Wealthbox
Updated over a week ago

How does the tagging feature work?

Written by Team Wealthbox
Updated over a week ago

How can I link “Household” relationships between contacts in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

Can I delete multiple contacts at one time?

Written by Team Wealthbox
Updated over a week ago

How can I track my client reviews in Wealthbox?

Written by Team Wealthbox
Updated over a week ago

What does it mean to change the “Status” of a contact record to “Inactive”?

Written by Team Wealthbox
Updated over a week ago

How do I import contacts?

Written by Team Wealthbox
Updated over a week ago