Client Service Team (CST) Restriction
If a Contact is tied to an Account(s) that has a Client Service Team, their recipient list (when creating a message) will be restricted to only members on their Account's Client Service Team.
Here's a quick example: Leslie is tied to Dunder Mifflin. Dunder Mifflin's CST is Corbin and Emily. Leslie will only be allowed to choose Emily or Corbin as a message recipient.
Recipient List available to Leslie:
If a Contact is tied to an Account that does not have a CST OR is not tied to an Account at all, their recipient list will not be restricted.
Please note that if enabled, contacts can only initiate messages to the members of the CST. However, a firm employee that is not on the CST can message the contact (and the contact can respond).
Note: To enable this update please contact Liscio Support.
Liscio Live Chat
Client Service Team (CST)
Assigning employees to specific Accounts as a Client Service Team (CST) member is a great way to help your team manage their responsibilities. The Client Service Team (CST) are the employees who will receive Alerts (found on your Home page and in ...
Client Service Team - Bulk Uploading
To bulk upload Client Service Teams: Download an Accounts report. In the column labeled customer_service_team, make any necessary changes. Note: There can only be five employees per CST. Learn more about CSTs here. Save the Excel file. Send the ...
How to Onboard a Client
1. Ensure the Contact has Account Ownership if necessary. 2. Send a message to the Contact asking them to update their Account Information. 3. The Contact will follow the instructions in this article: Edit Account Information. 4. Once the Contact ...
How to Download an Accounts Report
An accounts report includes the following details: Firm Name Account Name Account Status External ID Entity Type Phone Number Address Client Service Team Contact Name Contact Primary Email Contact Status Contact Relationship Type Account Owner Status ...
Accepting Liscio's Terms of Service
1. Scroll through the terms of service. 2. Click the checkbox to agree. 3. Click Submit.