How to Archive (Deactivate) an Account
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 specific Account.
3. Click on the Account.
4. Click the ellipses (three dots) on the upper right-hand corner of the screen.
5. Click Archive Account.
The Account will now be Archived (Deactivated) and can be found under the Archived tab on the Accounts page.
Note: When an Account is Archived, all open tasks associated with that Account will be closed (archived). Associated contacts will not be archived.
How to Deactivate an Employee
If an employee leaves your firm, you may want to deactivate (archive) their record. Archiving removes the employee from all Client Service Teams, prevents users from messaging the employee, and prevents the employee from accessing Liscio. Only Firm ...
How to Delete Files
Note: Files uploaded to the Files tab can be deleted on the Account and Contact level. Only firm users have the ability to delete files. Deleting a file will remove it from Liscio completely. If you would like to keep the file in Liscio, see How to ...
How to Edit, Delete, or Archive a Recurring Task
To modify a recurring task, all changes should be made to the most recently generated task. This means that if the original task has already genereated a new task, edits should be made to the new task. Note: To archive a recurring task, you ...
How to Archive (Deactivate) a Contact
Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for later reference. Click on the Contacts page on the left side of the screen. Use the search bar at the top of the list to search for a specific Contact. Click on ...
How to Archive a Task
Click on the Task. Click the ellipses (three dots) in the upper-right corner. Click Archive Task. Note: Tasks archived on the firm side will also be archived on the client side. Related article: How to Bulk Archive Tasks | How to ...