Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added on 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 ...
Clients can be designated as Account Owners by their Firm Administrator. Account Owners have viewing and editing privileges that non-Account Owners do not have. This includes: Overview of Account information (Note: Client Service Teams will be ...
Quickly Add New Contacts and Accounts When Uploading a File
When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Uncheck the Make Private box. Click on the To field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email ...
How to Add a Relationship
Relationships can be added on the Account OR Contact level. Navigate to a Contact. Click the Accounts tab. Click +Account in the upper right-hand corner. Choose Existing Account (if the account exists in Liscio) or New Account (if it does not exist ...
Restricted Accounts are accounts that only Firm Admins can access. Any Firm Admin can mark an account restricted and from then on, only Firm Admins will have access to that account. Firm Employees and Specialists will not see the accounts nor will ...