Relationship Between Accounts and Contacts Overview
Relationships tie your Contacts and Accounts together. Relationships can be added to the Account OR Contact level. For example, if you have a Contact that is related to multiple Accounts, you can relate the Contact to each Account and label the relationship accordingly. This way, the Contact shows up under the Contacts tab when viewing the Account.
You can also relate Accounts to Contacts. Remember, Relationships can be added on the Account OR Contact level. For example, if you have an Account that is one of several Accounts related to a Contact, you can relate each Account to the Contact and label the relationship accordingly. This way, the Account shows up under the Accounts tab when viewing the contact.
To relate an Account to a Contact:
1. Navigate to a Contact.
2. Click the Accounts tab at the top.
3. Click +Account in the upper-right corner.
4. Choose Existing Account (if the Account exists in Liscio) or New Account (if it does not exist in Liscio yet).
5. Search for the Account (or create a new one).
6. Choose the relationship type.
7. Check the Account owner? box if the user needs editing/viewing abilities of the account.
8. Click Add Account (or Create Account).
To relate a Contact to an Account:
6. Choose the relationship type (Note: these labels do not have any special permissions, they are strictly for categorizing).
7. Check the Account owner? box if the user needs editing/viewing abilities of the account.
Contact Us
Related Articles
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 ...Employee Roles
There are three Employee Roles in Liscio: Firm Administrator Firm Administrators can perform the following: Add employees Edit Employees Archive Employees Grant Signing Authority Assign a Default Message Recipient Use the Log Me In As feature ...The Difference Between Accounts and Contacts
Accounts: The Accounts page is like a client profile page and contains all the company’s information including company name or 1040 name for Individuals, contact information, demographic information, EINs or SSNs, taxpayer details, and more. (Keep in ...Contact Cards and How to Use Them
When viewing the Contacts tied to an Account, use the Contact Card to easily navigate to the Contact overview. Here's how: 1. Click on the Accounts page on the left side of the screen. 2. Use the search bar at the top of the list to search for a ...Account Owner, What Does That Mean?
Account Ownership grants a Contact viewing and editing privileges of their Account. They can also invite other contacts, like a spouse, business partner, banker, etc., into Liscio. There can be multiple Account Owners per Account. Account Owners can ...