Wealthbox Integration | Activity Writebacks
C
Christopher Mellone
We noticed that FMG Suite emails to clients are showing up on client profiles in Wealthbox as notes and not in the email section. They are coming through with 2 tags on the notes “Email Send” and “FMG Suite”. There should be a way to not have FMG emails show up as notes but as emails sent in the email tab instead. The current method of sending integrating them to Wealthbox as notes clutters the activity section of the profile.