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
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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 ...Files Overview
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