How to Archive (Deactivate) an Account

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, and navigate to the Details tab.

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. 

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • 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 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 Archive (Deactivate) a Contact

        Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for later reference. To Archive a Single Contact: 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 ...
      • How to Delete a Message

        Note: You can only delete a message if you created the message.  Otherwise, you may archive the thread. Click Inbox on the left-hand side of the screen. Click into the Message you'd like to delete. Click the trash can icon next to the message. ...