How to Send a Message in FirmDash
- Tap the blue plus sign (+) at the bottom of your screen.
- Select Compose a Message.
- Tap the To field to add a recipient and their related Account.
- Create a Subject.
- Tap inside the Write a Message... box to begin writing your message.
- Tap Send in the upper-right corner of your screen.
Messaging in FirmDash
Sometimes urgent business can’t wait until you’re back at your desk. Sending messages in real time minimizes response times and gets you and your clients communicating at the speed of a live conversation. You can view your entire Inbox in FirmDash: ...
Managing Tasks in FirmDash
FirmDash allows you to manage and track Tasks while on-the-go! To view the Tasks page: Tap the menu icon (three lines) in the upper-left corner of the screen. Tap Tasks. View Open Tasks, Pending Review, and Archived Tasks using the tabs at the top of ...
How to Send a Message (Mobile)
Step-by-Step: Tap the plus sign (+) icon at the bottom of the screen. Tap Compose Message. Select a recipient and Account. Create a subject line and compose your message. Click Send. If the recipient responds to you, you will receive a push ...
Creating Tasks in FirmDash
FirmDash allows you create the following Tasks on-the-go: Request Information, Manage To Go Items, and To Do. See our Tasks Overview to learn more about Task types. To create a Task: Tap the blue plus sign (+)at the bottom of your screen. Select New ...
FirmDash allows you to use Liscio on-the-go! Notifications: Stay up-to-the-minute. You'll receive push notifications every time a Task is updated, and whenever you receive new messages. Messaging: Send messages in real time, helping to minimize ...