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.
New updates and improvements to CurrentClient.
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.
Bringing the things together for a website refresh and launch. More products details and a better onboarding experience. Gotta love it.