Go to Wealthbox
All Collections
Contacts + Tags
Contacts + Tags
42 articles in this collection
Written by
Team Wealthbox
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