How to Add Additional Contacts to a Message Thread
1. Open the message. 2. Click the Reply box at the bottom. 3. Click the Additional field. 4. Click Select a Recipient and search for the Contact to add to the message thread. 5. Click Select an Account to choose the related account. 6. Click OK. 7. ...
How to Tie a New Message to an Account
If a message thread includes a recipient who has not been tied to an Account, tying the message to their Account will ensure the message is accessible from both the Contact and Account levels. Click into the message. Click the Reply box. ...
How to Reply to a Message
Click the Inbox on the left side of the screen. Click on the message you want to reply to. Click on the Reply box. Compose your reply. Click Send. Note: You don't need to type the recipient's name in the To field again, but if you would like to add ...
On the home page, the Inbox section displays the most recent messages from your firm. To create a message from here, click +Add New in the upper-left corner, then click Message. Click See All Inbox Messages to display all messages, or click the Inbox ...
Client-to-Client Communcations (Tutorial Video)
Watch this video to learn: How to create messages. How to add an additional recipients to a message thread. How to share files. How to invite others into Liscio (Account Owners only).