How to Bulk Archive Accounts and Contacts
Bulk Archive Accounts
Accounts cannot be completely deleted in Liscio. However, you can archive an Account for future reference.
- Click on the Accounts page on the left side of the screen.
- Click the check box next to the Accounts you would like to archive
- To select all Accounts on the page, check the box located to the left of the "Account Name" column.
- Click Archive.
- Click Yes.
- A banner will briefly appear at the top of your screen informing you how many Accounts were successfully archived and how many, if any, have failed.
The Accounts 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.
Bulk Archive Contacts
Contacts cannot be completely deleted in Liscio. However, you can archive a Contact for future reference. Archiving a Contact removes their access to Liscio.
- Click on the Contacts page on the left side of the screen.
- Click the check box next to the Contacts you would like to archive
- To select all Contacts on the page, check the box located to the left of the "Contact Name" column.
- Click Archive.
- Click Yes.
- A banner will briefly appear at the top of your screen informing you how many Contacts were successfully archived and how many, if any, have failed.
The Contacts will now be Archived (Deactivated) and can be found under the Archived tab on the Contacts page.
Note: When a Contact is Archived, all Open Tasks associated with that Contact will be closed (archived).
Contact Us
Related Articles
How to Merge Accounts
Merging Accounts in Liscio may be necessary for a number of reasons, such as two of your clients getting married. Here are best practices for doing this: 1. Pick one Account to keep active and one to archive. 2. Associate the Contact of the ...The Difference Between Accounts and Contacts
Accounts: The Accounts page is like a client profile page and contains all the company’s information including company name or 1040 name for Individuals, contact information, demographic information, EINs or SSNs, taxpayer details, and more. (Keep in ...How to Bulk Archive Tasks
Click on the Tasks page on the left-hand side of the screen. Select the tasks: To select all: Click the checkbox next to Task name. To select specific tasks: Click the checkbox next to a specific task. Click Archive in the upper-right corner of the ...How to Bulk Archive Messages
Click Inbox on the left-hand side of the screen. Select the messages. To select all messages on the page: click the checkbox next to 'Recipients'. To select specific messages: click the checkbox next to specific messages. Click Archive in the ...Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to 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 ...