Knowledge Base

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”?

How Can I Track my Client Reviews in Wealthbox?

Can I Delete Multiple Contacts at One Time?

How Can I Link “Household” Relationships Between Contacts in Wealthbox?

How Does the Tagging Feature Work?

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

Can I customize contact types?

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

What defines a “Contact” in Wealthbox CRM?

How do I delete a contact?

What are “contact types” in Wealthbox?

How do I tag a contact?

Can you add tags to multiple contacts at one time?

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

What Are Custom Fields?

How do I filter and search for contacts?

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

Can I add multiple tags to a contact?

How can I find my contacts using tags?

How do I remove a tag from a contact?

Can I import tags?

How can I create new tags?

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

Can I create a mail merge directly from Wealthbox?