Knowledge Base

How do I import Contacts?

What is a Contact in Wealthbox and what are common questions?

How can I build a mail merge template from scratch in Microsoft Word using Wealthbox fields?

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 can I track RMDs in Wealthbox?

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 review meetings 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?

How do I delete a contact?

What are “Contact Types” and how do I customize them?

How do I add or remove contact tags and what are best practices?

What are Custom Fields?

How do I filter and search for contacts?

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

How can I find my contacts using tags?

Can I import contact record tags?

How can I create, delete or edit tags?