Knowledge Base

• What Are Customizable Homepages and How Do You Create Them?
• How Can I See Edits Made to Notes?
• Can I Add Tags to Notes Already Posted in Wealthbox?
• How Do I Change My Site Name?
• What are the user interface components on the Home page in Wealthbox?
• What is the Activity Stream on the Home Page in Wealthbox?

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• How Do I Create a Contact Using Wealthbox Mail?
• What is an Email Broadcast?
• How Do I Navigate to a Contact’s Record Page from Wealthbox Mail?
• If I am an LPL advisor, which email address should I use to sync to Wealthbox Mail and/or Calendar?
• How do I Re-Sync my Email?
• How do I Share Email Correspondence for an Individual Contact with Other Team Members?

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• How do I import Contacts?
• What fields can I Include in my Mail Merge Document Templates?
• How do I create a Letter-Based Mail Merge Template in Microsoft Word?
• How do I merge Duplicate Entries?
• How do I create a Label-Based Mail Merge Template in Microsoft Word?
• What Does it Mean to Change the “Status” of a Contact Record to “Inactive”?

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• What are Dashboards?

• How Can I Update the Due Dates for Multiple Tasks and/or Workflow Steps at One Time?
• How Do I Change Task and Workflow Step Categories?
• Who can view my tasks?
• Can I customize task categories?
• Where can I view my tasks?
• Where can I see all users tasks for my workspace?

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• Can I delete an active Workflow?
• Can workflow steps be reordered after the template has been saved?
• Can I delete a workflow?
• What are “automated workflows” in Wealthbox?
• Can I customize a workflow that is linked to a specific contact?
• How do I start workflows in my Wealthbox account?

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• How can I customize the categories for calendar events?
• How do I determine what users are associated to events in the calendar?
• Who can I invite to my calendar events?
• How do I view another user’s calendar?
• How do I delete an event on my calendar in Wealthbox?
• How do I create an “All Day” Event in the Wealthbox calendar?

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• How do I mark an opportunity as “Lost”?
• What are the opportunity “stages” within Wealthbox?
• How do I mark an opportunity as “Won”?
• How do I create multiple opportunity pipelines?
• Does everyone inside of my team see the same opportunity stages?
• What is an opportunity?

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• How do I delete a project?
• What is the Projects Component in Wealthbox?
• How do I create a project?

• What are the different File Storage Options and Integrations Available in Wealthbox?
• Who can see the files I upload to Wealthbox?
• When I attach a file from an integrated file storage service, can other users on my Wealthbox account access my files?
• What is Wealthbox Cloud Storage?
• If I make changes to a file directly in an integrated cloud service, will this change the file in Wealthbox?
• How do I upload files into Wealthbox?

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• How to Create a Report Using the AI Feature?
• Can I create a report to include the client’s address in the display results?
• How do I create reports in Wealthbox?
• Which activities does "Last Activity Date" include in Reports?
• What calculations are available in reports?

• How to Manage Users Across Multiple Workspaces?
• Customization limitations for Non-Admin users
• What is the Command Palette?