Wealthbox and Redtail enhancements  Improvement   To make it easier to import and manage clients, we've made some enhancements to the Wealthbox and Redtail integrations. This update includes the ability to: Import multiple clients at once & import clients by Tag group Link clients in RightCapital to an existing client in your CRM Disable the sync of Notes and Tasks into the CRM If you use Wealthbox as your CRM, you will see the ability to Sync all linked household data and disconnect clients from the integration.