Turning an Email into a Note
To Create A Note from an Email:
Click on an email to open it.
Click the 3 ellipses in the upper right of the email, the Click Create Note. Note: There are ellipses next to each reply. To turn a single reply into a note, click the ellipses next to that reply. To turn an entire email thread into a note, click the ellipsis next to the very last reply.
Click Create Note.
Select an Account and Contact, both are not required. Note: There may be cases where a note only pertains to the Account and not the related Contacts, or vice versa.
Click on the Date to change it, if necessary. Note: the default date is the day it was created on.
Click into the Title and Description boxes to edit or add information, if necessary.
Drag and drop files, or click Liscio Vault or Browse to add attachments, if necessary.
Click Create Notes.
Contact Us
Related Articles
How to Set Up Email Integration (Outlook 365 & Gmail Integration)
Cut back on all the noise while creating visibility across the firm with the Liscio Email Integration. View and respond to client emails inside Liscio, automatically and manually add client emails to Contacts and Accounts, bridge the adoption gap for ...Liscio Email Integration (Outlook and Gmail)
Email is meant to aid client adoption, making it easier for you to receive information from the client how they wish to communicate - while having it in a secure platform alongside files, tasks, esignatures and more! Stay Focused We prioritize emails ...Email Integration FAQs
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...Liscio for Outlook
Liscio integrates with Outlook! With Liscio for Outlook, you can save time by: Responding to emails via Liscio. Turning an email into a task for your client, yourself, or your team. Sending a Zoom meeting invite from an email. Creating an internal ...Sending a New Email from Liscio
With the Liscio Email Integration, you can now effortlessly send new emails directly from within Liscio, eliminating the need to switch back and forth between platforms. Learn more here. To Create a New Email: Click on the + Email Button in the upper ...