Turning an Email into a Note

Turning an Email into a Note

Any client information sent via email that is needed for future reference can be easily turned into a note. This may include a business name change, employee pay or bonus, marriage status change, dependent change, new home purchase, etc.

Turning an email into a note creates transparency, makes it easier to find, and keeps the information secure within Liscio.

To Create A Note from an Email:

  1. Click on an email to open it.

  2. 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.

  3. Click Create Note.

  4. 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.

  5. Click on the Date to change it, if necessary. Note: the default date is the day it was created on.

  6. Click into the Title and Description boxes to edit or add information, if necessary.

  7. Drag and drop files, or click Liscio Vault or Browse to add attachments, if necessary.

  8. Click Create Notes.

    Contact Us

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

      • 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 ...
      • 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 ...
      • Adding an Email to an Existing Task

        With the Liscio Email Integration, emails can be added to a previously created Liscio Task. This is a great way to update a task with additional information received outside of Liscio. For example: You create an internal To Do task for a coworker to ...