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.
- Click Additional.
- Add the Contact and their Account.
- Click OK.
- Type your message.
- Click Send.
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 Recipients 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. ...
How to Forward a Message
In Liscio, you can forward the entire message thread to a coworker or to a client. Click on the Inbox page on the left-hand side of the screen. Click on a message. Click the Reply field Click the Additional field. Add a recipient and Account. Type ...
How to Add Multiple Message Recipients
Click +Add New. Click Message. Click the To subject bar. Select a recipient. Select an associated Account. After the recipient is added, click the To bar again. Repeat the above steps for the desired number of recipients.
Quickly Add New Contacts and Accounts When Uploading a File
When uploading files you can quickly add and invite new Contacts and Accounts. Click +Add New. Click File. Uncheck the Firm Only box. Click on the To field. Under Recipient, type in the new contact's name. Click the blue + button. Add an email ...
Message Transparency provides a FirmView of all messages sent and received throughout the firm. This allows you to read any message on the Account and Contact level that is tied to a specific account or contact. To see Messages tied to an Account: ...