Easily Create Contacts in Liscio from Email
When you receive an email in Liscio, the Liscio icon appears next to anyone who is already a Contact or Firm User in Liscio.
If the email address is not related to an existing user, you can easily create a Lisico Contact:
- Click the plus (+) icon next to the email.
- You're given 2 options to choose from:
- Create Contact/Account - Create a new contact or account with their email address.
- Add email to Existing Contact - Update an existing Contact's secondary email address.
Email Integration FAQs
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...
How to Set Up Email Integration (Outlook 365 & Gmail Integration)
Cut back on all the noise while creating visibility across the firm with the Liscio Email Integration. View and respond to client emails inside Liscio, automatically and manually add client emails to Contacts and Accounts, bridge the adoption gap for ...
Sending a New Email from Liscio
With the Liscio Email Integration, you can now effortlessly send new emails directly from within Liscio, eliminating the need to switch back and forth between platforms. Learn more here. To Create a New Email: Click on the + Email Button in the upper ...
'Contact Email Already Exists' Error
If you are creating a contact or an employee in Liscio and receive the error 'Contact Email Already Exists' it is likely there is another Contact in your platform that is assigned to that email. Liscio requires a unique email address for each ...
Turning an Email into a Note
Any client information sent via email that is needed for future reference can be easily turned into a note. This may include a business name change, employee pay or bonus, marriage status change, dependent change, new home purchase, etc. Turning an ...