New features
- Surveys responses now land in Wealthbox as a note
Other updates
- Updated campaign and broadcast layout to be easier to use
- Updated client form templates layout
- Several bug fixes and improvements.
July 27, 2024
New features
- Surveys responses now land in Wealthbox as a note
Other updates
- Updated campaign and broadcast layout to be easier to use
- Updated client form templates layout
- Several bug fixes and improvements.