Inbox Overview

Inbox Overview

The Inbox on the home screen shows the most recent messages in your conversations. Click See All Inbox Messages to display all messages.  Click +Message to create a message.  View new Alerts by clicking the Alerts tab.

You can also click Inbox on the left side of the screen. Here, you can search the Inbox, Alerts, Sent, Drafts, and Archived messages using keywords and filtering by recipient, date range, and attachments.

Note: The blue number next to your inbox indicates the combined number of new messages and new Alerts.

    Contact Us

       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX

      • Related Articles

      • Inbox Overview

        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 ...
      • Custom Inbox Views

        Custom Views allow for greater transparency of messages in your Inbox. You can change your inbox to reflect messages from specific accounts, contacts, and date ranges.  This is a great tool for monitoring important accounts or the messages coming to ...
      • Contacts Overview

        Contacts are individuals; they are your firm’s clients. One Contact can be associated with multiple Accounts. For example, Jane Doe is a Contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns. At ...
      • Mobile App Overview

        The Liscio Mobile App enables you to upload files and send messages to your firm.  The main screen of the Mobile App displays your new inbox messages and new Tasks that need action from you. Tap the message preview to view the message or tap See ...
      • FirmDash Overview

        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 ...