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 ...
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 ...
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 ...
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 ...
How to Add Employees
Note: To add an employee, you must be a Firm Admin. Click the ellipses (3 dots) in the bottom left corner. Click Admin. Click Users. Click the Employees tab in the top of your screen. Click + Employee. Fill out the employee's First Name, Last ...