Pin a Message in Liscio Inbox
Pinning a message allows you to easily refer back to it at a later point in time. An entire message thread can be pinned, as well as any response within a thread.
Pinned messages can be found in the Inbox under the Pinned tab, and also under the Message tab of an Account or Contact.
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 ...
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 ...
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 ...
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 ...
Pin a Message or Alert
Pinning a message or alert allows you to easily refer back to it at a later point in time. An entire message thread or Alert can be pinned, as well as any response within a thread. Pinned messages and Alerts can be found in the Inbox under the Pinned ...