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Contacts + Tags
What are bi-directional contact relationships?
Create and manage contact roles
How to Generate Address Labels with Mail Merge
What is the single select dropdown custom field?
How to Create a Label-Based Mail Merge Template in Microsoft Word
Can I update multiple contacts at one time?
Can I view upcoming contact birthdays?
How do I add additional info to my contacts?
Can one contact be part of multiple companies?
How do I merge duplicate entries?
How do I create a household or company contact?
How can I update a headshot image?
Can I create a mail merge directly from Wealthbox?
How can I add account information to the contact’s profile?
How do I create a Mail Merge template in MS Word?
What fields can I include in my Mail Merge document templates?
How can I create new tags?
Can I import tags?
How do I remove a tag from a contact?
How can I find my contacts using tags?
Can I add multiple tags to a contact?
Can I run a report based off information in a custom field?
How do I filter and search for contacts?
How do custom fields work?
If I delete a tag, will the associated contact names be deleted too?
Can you add tags to multiple contacts at one time?
How do I delete a contact?
What are “contact types” in Wealthbox?
How do I tag a contact?
What defines a “Contact” in Wealthbox CRM?
How do I upload a file and link it to a contact record?
Can I customize contact types?
How can I view a list of contacts by the user they are assigned to?
If I delete an item in the activity stream, am I also deleting the associated record for the contact, task, event, project or opportunity?
How does the tagging feature work?
How can I link “Household” relationships between contacts in Wealthbox?
Can I delete multiple contacts at one time?
How can I track my client reviews in Wealthbox?
What does it mean to change the “Status” of a contact record to “Inactive”?
How do I import contacts?