What's new?

Updated inbox action menu!
With the increasing options in CurrentClient, we needed to cleanup the action menu and make it a bit easier to get great content out to your clients.
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Inbox collaboration
See who is in the conversation and add private threads to add information so your team knows what is going on.
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Team mode
Get the team together and keep everyone on the same page.
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Wealthbox Custom Fields sync
Extends the data points coming into CurrentClient from Wealthbox with Custom Fields!
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Wealthbox Contact type selection
Choose which contact types you want to bring in so you can keep your CurrentClient list clean and focused on only relevant contacts
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☑️ Capture responses in Wealthbox
- Updated campaign and broadcast layout to be easier to use
- Updated client form templates layout
- Several bug fixes and improvements.
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✅ Assign task to user or team
- Added user or team assignment for a Wealthbox task
- Added task creation support for Redtail and MedicarePro CRM
- Added expired session timeout
- Several bug fixes and improvements.
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📅 Allow editing a scheduled message
- Added ability to edit scheduled messages
- Improvement to onboarding process
- Several bug fixes and improvements.
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🔐 Adding additional security layer‍
- Added Multi-Factor Authentication to the site for those that would like to opt-in for additional security. We recommend it!
- Several bug fixes and improvements.
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☑️ Send task to Wealthbox
From a conversation call or message, you can send a task to Wealthbox to make sure the item gets handled.
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🗞 Adding this Changelog
We will begin tracking the releases and updates to the app on this page. What have we already added up to this point?
- Texting
- Calls
- Surveys
- Video
... and lots more
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🌳 New CurrentClient.com site released
‍We have released this new site at CurrentClient.com to give visitors a better experience learning about
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