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 the top of the Contacts page are the following filters:
- All - Total amount of Contacts in Liscio.
- New - Uninvited Contacts (Note: If a Contact does not have an email, they cannot be invited).
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Invited - Contact has been invited but is not yet Active (Note: The invitation link expires after 7 days).
- Active - Contact has been invited and has accepted; they are using Liscio.
- Inactive - Entire list of all Inactive (Archived) Contacts.
Related Articles: How to Resend Invites to Expired Contacts | Relationship Between Accounts and Contacts Overview
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Contact Cards and How to Use Them
When viewing the Contacts tied to an Account, use the Contact Card to easily navigate to the Contact overview. Here's how: 1. Click on the Accounts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a ...Contact Overview in FirmDash
Easily access Contact Profile overviews in FirmDash. The Contacts page shows the status of the client (Not Invited, Invited, Active, Inactive) and allows you to search for a specific record. Each Contact record displays demographic information, ...Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the ...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 Invite Contacts
Note: The Contact must already exist in Liscio in order to invite them. If you do not see the Contact, create a new Contact. Invites will expire after 7 days. There are three ways to invite Contacts to Liscio: Manually Send Invite: 1. Click on the ...