Account Rating and How to Add it

Account Rating and How to Add it

In Liscio, you can rate your clients using the Account Rating feature. This is for internal use only, so your clients will not see these ratings. One-star clients may generally need more assistance or attention. Five-star clients are generally easy to work with and cause your firm little to no trouble.


To add an Account Rating:

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 specific Account.
3. Click on the Account.
4. Navigate to the Details tab, and click the ellipses (three dots) in the upper-right of the screen.
5. Click Edit Account.
6. Under Additional Details click on Account Rating to select a rating.
7. Click Update Account.

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