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