Adding an Email to an Account or Contact
Why add emails to a Contact or Account?
- Creates team visibility without creating a chain of forwarded emails.
- If a firm employee is out of the office, the rest of the team can still monitor incoming emails from Liscio contacts.
- When your firm needs to find past emails from clients, the account and contact provide a filtered list for easy searching.
- Emails from third-parties regarding your clients can be manually associated to keep all related emails in a single, organized location.
There are two ways to manually add an email to an Account or Contact:
Note: Emails added to an Account or Contact can only be viewed by firm users. They cannot be viewed by clients. If an account is Restricted, firm users with access to the account can also see the related emails.
Hover over an email to reveal the single-click icons (far-right).
Click the Ellipses (three dots).
Under Thread Actions, click Add to Account or Add to Contact.
Select one or more contacts or accounts from the drop-down to add the email to.
Click Save.
Click on an email to open it.
Click the Ellipses (three dots) icon in the upper-right corner.
Under Thread Actions, click Add to Account or Add to Contact.
Select one or more contacts or accounts from the drop-down to add the email to.
Click Save.
An audit trail of what the email was added to can be found by clicking the down arrow below the ellipses (three dots) of the most recent email in the thread.
To Remove an Email from an Account or Contact:
Click on an email to open it.
Click the down arrow under the ellipses (three dots) of the most recent email in the thread.
Click the pencil icon to the right to edit the accounts or contacts.
Click the X next to the account(s) or contact(s) you wish to remove.
Click Save.
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