How to Download a Contacts Report
A contact report includes the following details:
- First Name
- Middle Name
- 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) in Liscio
- Date of the last invite
- Date of when the invite expired
- Date of when their account was activated
- Date of when their account was deactivated (arch)
- Mobile Phone Number
- Is texting enabled?
- Has User Unsubscribed?
The report can be used for various reasons. For example, a list of expired invites can be useful to create a marketing campaign for those specific contacts to help onboard them into Liscio.
The report allows quick access to email addresses and other useful details.
To download a Contact report:
- Click the Contacts Page on the left side of the screen.
- Click the download icon in the upper right-hand corner of the screen.
- You can also click into the New, Invited, Active, or Expired tab to download a report containing only these contacts.
- The report will download as a CSV file.
Related Article: How to Download an Accounts Report
Contact Us
Related Articles
Client Adoption & Liscio Implementation
Client adoption takes a consistent and persistent effort from the firm. Here are a few ways to help build client adoption: Email Signatures Change employee email signatures to reflect your move to Liscio. Your message should reiterate that your ...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 Address Client Service Team Contact Name Contact Primary Email Contact Status Contact Relationship Type Account Owner Status ...Checking Client Adoption in Liscio: Activation Status
Checking client adoption in Liscio is very easy. Here are a few ways you can do this: 1. From the Contacts page, you can click on the Active tab at the top - this will show you all of your Active users in Liscio (meaning they have accepted the ...Firm & Client Adoption Best Practices
Best Practices for Client & Firm Adoption Include: Resending Expired Invites If clients have not accepted the invitation, they will still receive email notifications when you send them something in Liscio. Consider assigning them tasks so they will ...Intuit Practice Management Integration: How to Pull a Report
The report will contain the following information: Liscio Contact Name Liscio Contact Title Liscio Contact Primary Email Intuit Practice Management Contact name Intuit Practice Management Contact Title Intuit Practice Management Contact Primary Email ...