Message Transparency

Message Transparency

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:

1. Click on the Accounts page on the left-hand side of the screen.

2. Use the search bar at the top of the list to search for a specific Account.

3. Click on the Account.

4. Click the Messages tab.

Note: Messages are only found under the Account when the account is tied to the message thread. 


 To see Messages tied to a Contact (Recipient):

1. Click on the Contacts page on the left-hand side of the screen.

2. Use the search bar at the top of the list to search for a specific Contact.

3. Click into a Contact.

4. Click the Messages tab.



    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
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