Changelog

New Wealthbox sync options

July 27, 2024

New Wealthbox sync options

We improved the integration with Wealthbox. You can now bring in your contact roles via a CurrentClient custom field.

- Contact roles. You can now have the contact roles brought in, this is nice for additional segmentation

- Inactive status. If you want to bring over inactive contacts, you can now do that

- Task url. If you create a task from CurrentClient we now include the URL back to the conversation the task came from for quick navigation.