Related Articles
Contacts Overview
Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...
Files Overview
The Files page on the left-hand side of the screen offers a FirmView of all files uploaded to Liscio. This means that every employee in your firm can view all of the files uploaded by or shared with your Contacts and Accounts. (Exception: Specialist ...
Account Overview in FirmDash
Quickly get up to speed on an Account with overviews in FirmDash. From the Accounts page, you can search for specific Accounts. Clicking into an Account will allow you to view the Account Overview, as well as Contacts, Tasks, Messages, and Files. ...
Account Details
The Details tab is your landing page when clicking on a client Account. It contains all Account Details in one location. The Details tab has expandable areas for: Account Details: Demographic information, technology solutions, and spouse/dependent ...
How to Create an Account
There are two ways to create an Account: Method 1: Click +Add New at the upper-left hand side of your screen. Click Account. Fill out the pertinent information. Scroll to the bottom and click Create Account. Method 2: Click on the Accounts page on ...