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.
Contact Us
Related Articles
How to Create an Account
There are two ways to create an Account: Method 1: Click +Add New at the upper-left hand side of your screen. Click Account. Fill out the pertinent information. Scroll to the bottom and click Create Account. Method 2: Click on the Accounts page on ...How to Add Employees
Note: To add an employee, you must be a Firm Admin. Click the ellipses (3 dots) in the bottom left corner. Click Admin. Click Users. Click the Employees tab in the top of your screen. Click + Employee. Fill out the employee's First Name, Last ...Account Owner
Clients can be designated as Account Owners by their Firm Administrator. Account Owners have viewing and editing privileges that non-Account Owners do not have. This includes: Overview of Account information (Note: Client Service Teams will be ...How to Add Additional Contacts to a Message Thread
1. Open the message. 2. Click the Reply box at the bottom. 3. Click the Additional Recipients field. 4.Click Select a Recipient and search for the Contact to add to the message thread. 5. Click Select an Account to choose the related account. 6. ...How to Tie a New Message to an Account
If a message thread includes a recipient who has not been tied to an Account, tying the message to their Account will ensure the message is accessible from both the Contact and Account levels. Click into the message. Click the Reply box. ...