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.
Contact Us
Related Articles
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 ...'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 ...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 ...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 ...