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 on 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 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 ...
The Files page on the left-hand side of the screen offers a FirmView of all files uploaded to Liscio. This means that every employee in your firm can view all of the files uploaded by or shared with your Contacts and Accounts. (Exception: Specialist ...