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 contacts?

How do I create a label-based mail merge template in Microsoft Word?

How do I log phone calls in Wealthbox?

What are contact record Special Dates?

How do I restrict access to Contact records?

How do I create a Envelope-Based Mail Merge template in Microsoft Word?

Can Address Types, Phone Types, Email Types and Website Types be Customized?

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 for a Contact?

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?

How do I bulk-tag Contacts in Wealthbox?

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

What are Custom Fields and common questions?

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?