Inbox
How to Print a Message
In the Inbox, locate the Message you wish to print. Click on the Message to open. Click the printer icon in the upper-right corner. The Print Preview box will open. Choose your printer, or program you wish to use. Click Print.
How to Mark a Message as Unread
There are times when you may want to Mark a Message as Unread. There are two ways to do so: From the Dashboard and Inbox page: In the Inbox view on your Dashboard or the Inbox page, hover your cursor over the message you want to mark as unread. Click ...
How to Create a Note from a Message
You may want to create a Note from a message you received or sent to a client. Instead of copying and pasting the information into a new note, you can create one directly from the message. To create a note from an entire Message thread: Click on the ...
How to Create a Task from a Message
You may want to create a Task from a message you received or sent to a client. Instead of copying and pasting the information onto a new task, you can create one directly from the message. To Create a Task from an entire Message Thread: Click on the ...
Custom Inbox Views
Custom Views allow for greater transparency of messages in your Inbox. You can change your inbox to reflect messages from specific accounts, contacts, and date ranges. This is a great tool for monitoring important accounts or the messages coming to ...
Message Templates
Message Templates will save you time and get your clients the information they need. Firms are supplied with five customizable default templates and have the option to build their own. Message Templates can be used for New Messages, Bulk Messages, ...
Un-Archiving Inbox Messages
There are two ways to pull an archived message back into your field of view. Method 1: Reply to the archived message. This brings it back to the active messages in your Inbox. Method 2: If you do not want to send an new message to a Contact, you ...
How to Archive a Message
Note: Only Messages in your Inbox can be archived. Click on the Inbox page on the left side of the screen. Click into the Message. Click the Archive icon. The message will now be stored in the Archived tab of you Inbox. Related article: How to Bulk ...
How to Create a Message
Click +Add New in the upper-left side of your screen. Click Message. Click To field. Select a Recipient (Contact). Select an Account (Note: This will auto-populate if the recipient is associated with one account. If they are associated with multiple ...
How to Send Bulk Messages
Click Bulk Actions on the left side of the screen. Click Send Message. Filter by the following as necessary: Select Entity, Select Status, Select Relationship, Account Owner. Click Search. To select all Contacts, check the box next to Contact Name. ...
How to Add Multiple Message Recipients
Click the +Add New at the top left of your screen. Click Message. Click the To field. Select a Recipient. Select an associated Account. Click OK. After the recipient is added, repeat steps 3 - 6 for each recipient that should be added to the ...
How to Reply to a Message
Click the Inbox on the left side of the screen. Click on the message you want to reply to. Click on the Reply box. Compose your reply. Click Send. Note: You don't need to type the recipient's name in the To field again, but if you would like to add ...
How to Send Drafted Messages
1. Click on the Inbox page on the left-hand side of the screen. 2. Click the Drafts tab. 3. Click on a drafted message. 4. Complete the message. 5. Click Send.
Inbox Overview
The Inbox on the home screen shows the most recent messages in your conversations. Click See All Inbox Messages to display all messages. Click +Message to create a message. View new Alerts by clicking the Alerts tab. You can also click Inbox on the ...
Mark Notifications as Read
1. Click on the Notification bell on the left-hand navigation. 2. At the top of the preview box, click MARK ALL AS READ.
How to Delete a Message
Note: You can only delete a message if you created the message. Otherwise, you may archive the thread. Click Inbox on the left-hand side of the screen. Click into the Message you'd like to delete. Click the trash can icon next to the message. ...
How to Unarchive a Message
Click Inbox on the left-hand side of the screen. Click the Archived tab. Click on the message you want to reopen. Type a message in the Reply box. Click Send. The message will move back to Inbox once the recipient has replied to your message. ...
Viewing Sent Messages
Click on Inbox on the left-hand navigation (or click See All Inbox Messages on your dashboard). Click on the Sent tab at the top of your page.
How to Bulk Archive Messages
Click Inbox on the left-hand side of the screen. Select the messages. To select all messages on the page: click the checkbox next to 'Recipients'. To select specific messages: click the checkbox next to specific messages. Click Archive in the ...
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. ...
How to Forward a Message
In Liscio, you can forward the entire message thread to a coworker or to a client. Click on the Inbox page on the left-hand side of the screen. Click on a message. Click the Reply field Click the Additional field. Add a recipient and Account. Type ...
How to Search for a Message
Messages in the Inbox contain threads you are part of. Messages under the Account or Contact contain threads anyone in the firm is part of. Searching: Use the search bar at the top to search for a specific message. You can simply search a keyword ...
How to Download All Attachments in a Message
Open the message. Locate the attachments. Click Download All Attachments. Rename the zip file. Choose where to save the zip file.
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 Delete Files From a Message
Note: Only employees of the firm providing the use of Liscio can delete files. Clients of firms do not have the ability to delete files. Method 1: Click the Message to view the contents. Click the X to the right of the preview icon. Click Yes to ...
Pin a Message or Alert
Pinning a message or alert allows you to easily refer back to it at a later point in time. An entire message thread or Alert can be pinned, as well as any response within a thread. Pinned messages and Alerts can be found in the Inbox under the Pinned ...