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Account & Contact Cards: How to Use Them

Liscio Support avatar
Written by Liscio Support
Updated over a month ago

Account Cards

When viewing the Accounts related to a Contact, use the Account Card to easily navigate to the Account overview.​

  1. Within a Contact.

  2. Select the Accounts tab.

  3. Hover over the Account's name to show the Account Card.

  4. Select the expansion box in the upper-right corner of the Card to easily navigate to the Account.

Contact Cards

When viewing the Contacts tied to an Account, use the Contact Card to easily navigate to the Contact overview.

Here's how:

  1. Within an Account.

  2. Select the Contacts tab.

  3. Hover over the Contact's name to show the Contact Card.

  4. Select the expansion box in the upper-right corner of the Card to easily navigate to the Contact.

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