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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.