1. Open the message. 2. Click the Reply box at the bottom. 3. Click the Additional Recipients field. 4.Click Select a Recipient and search for the Contact to add to the message thread. 5. Click Select an Account to choose the related account. 6. ...
Note: To add an employee, you must be a Firm Admin. Click the ellipses (3 dots) in the bottom left corner. Click Admin. Click Users. Click the Employees tab in the top of your screen. Click + Employee. Fill out the employee's First Name, Last ...
In Liscio, you can forward the entire message thread to a coworker or to a client. Click on the Inbox page on the left-hand side of the screen. Click on a message. Click the Reply field Click the Additional field. Add a recipient and Account. Type ...
Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your ...
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 ...