Contact to Contact Interactions
In Liscio a Contact can message another Contact that is associated with the same Account. Let's break this down to better understand.
- Account: IceCream Accounting has two Contacts: Johnny Johnson and Chloe Smith.
- If Johnny sends Chloe a message, the Firm will not receive a notification.
- However the message is visible to the Firm Employees.
- The message can be found in both the individual Contacts and in the Account Messages tab. See below for an example.
How to Edit Contact Information
Click the Contacts page on the left of the screen. Search for the Contact and click to view their record. Click the ellipses (three dots) in the upper right-hand corner. Click Edit Contact. To edit Additional Details, click the down-arrow on the ...
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 ...
How to Archive (Deactivate) a Contact
Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for later reference. Click on the Contacts page on the left side of the screen. Use the search bar at the top of the list to search for a specific Contact. Click on ...
How to Reactivate a Contact
Click on the Contacts page on the left side of the screen. Click the Archived tab. Use the search bar at the top of the list to search for a specific Contact. Click on the Contact you want to reactivate. Click the Reactivate Contact button in the ...
Billing Contact, What Does That Mean?
Making a contact a Billing Contact, grants a Contact viewing privileges of their Account Billing. There can be multiple Billing Contacts per Account. As an Billing Contact, Contacts have access to the following Account information: Overview of ...