How to Download an Accounts Report
An accounts report includes the following details:
- Firm Name
- Account Name
- Account Status
- External ID
- Entity Type
- Phone Number
- Client Service Team
- Contact Name
- Contact Primary Email
- Contact Status
- Contact Relationship Type
- Account Owner Status (Y/N)
To download an accounts report:
- Click Accounts on the left side of the screen.
- Click the download icon in the upper-right corner of the screen.
- The report will be downloaded as an Excel file.
Client Service Team - Bulk Uploading
To bulk upload Client Service Teams: Download an Accounts report. In the column labeled customer_service_team, make any necessary changes. Note: There can only be five employees per CST. Learn more about CSTs here. Save the Excel file. Send the ...
How to Download a Contacts Report
A contact report includes the following details: First Name Middle Last Name Primary Email Activation Status New = uninvited Invited Active = has set up their Liscio account Expired = invite has expired after 7 days Inactive = deactivated (archived) ...
Client Service Team (CST)
Assigning employees to specific Accounts as a Client Service Team (CST) member is a great way to help your team manage their responsibilities. The Client Service Team (CST) are the employees who will receive Alerts (found on your Home page and in ...
Client Service Team (CST) Restriction
If a Contact is tied to an Account(s) that has a Client Service Team, their recipient list (when creating a message) will be restricted to only members on their Account's Client Service Team. Here's a quick example: Leslie is tied to Dunder Mifflin. ...
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 ...