Account Owner, What Does That Mean?
Account Ownership grants a Contact viewing and editing privileges of their Account. They can also invite other contacts, like a spouse, business partner, banker, etc., into Liscio. There can be multiple Account Owners per Account. As an Account ...
How to Add a Relationship
Relationships can be added on the Account OR Contact level. Navigate to a Contact. Click the Accounts tab. Click +Account in the upper right-hand corner. Choose Existing Account (if the account exists in Liscio) or New Account (if it does not exist ...
How to Set Up and Invite a Test Contact
Your firm and its employees may want to set up test Contacts so you can see the client's view on both the desktop and the Mobile App. You must use a personal email for the primary email when creating a contact. To Create a Contact: Click +Add New at ...
Quickly Add New Contacts and Accounts When Uploading a File
When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Uncheck the Make Private box. Click on the To field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email ...
How to Create a Contact
There are two ways to create a Contact: Method 1: Click +Add New in the upper-left of the screen. Click Contact. Fill out the pertinent information. Scroll to the bottom and click Create Contact. Method 2: Click on the Contacts page on the left-hand ...