Organizing Emails
Organizing your inbox allows you to be on top of client communication and avoid missing emails. Email statuses can be set to Low Priority, Pinned, or Archive.
-
Low Priority
can be used for emails that don't need your immediate response or are from non-client correspondents.
-
Pinned
emails allow you to keep track of important conversations and ensure they aren't swallowed up by new email in your Primary inbox.
-
Archive
stores emails that have been dealt with and don't need your attention anymore. If a reply comes in for an archived email, however, it will be pushed back into the Primary tab.
- Every time you reply to an email with a Liscio message or create a task/note from an email, it archives that email.
Once the email status is changed, the email will move to the appropriate status tab at the top of the email inbox.
Changing the Status of a Single Email:
- Click on an email to open it.
- Click the Ellipses (three dots) icon in the upper-right corner, under the blue +Email button.
Click the appropriate status you want the email to be moved to:
Low Priority, Pin It, or Archive.
Pro-Tip: Select the boxes to the left of emails to change the status of multiple emails at once.
Contact Us
Related Articles
Liscio Email Integration (Outlook and Gmail)
Email is meant to aid client adoption, making it easier for you to receive information from the client how they wish to communicate - while having it in a secure platform alongside files, tasks, esignatures and more! Stay Focused We prioritize emails ...Setting Up Outlook 365 & Gmail Integration
Cut back on all the noise while creating visibility across the firm with the Liscio Email Integration. View and respond to client emails inside Liscio, automatically and manually add client emails to Contacts and Accounts, bridge the adoption gap for ...Email Integration FAQs
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...Sending a New Email from Liscio
With the Liscio Email Integration, you can now effortlessly send new emails directly from within Liscio, eliminating the need to switch back and forth between platforms. Learn more here. To Create a New Email: Click on the + Email Button in the upper ...Adding an Email to an Existing Task
With the Liscio Email Integration, emails can be added to a previously created Liscio Task. This is a great way to update a task with additional information received outside of Liscio. For example: You create an internal To Do task for a coworker to ...