Email Integration
Microsoft - Need Admin Approval
When setting up your Liscio email integration using an Outlook email address, you may be blocked by a Microsoft approval screen like this: If you run into an approval screen while setting up the Outlook integration in Liscio, it may be that a more ...
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 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 ...
Turning an Email into a Task
From an email, create a task with due dates and automatic reminders for yourself, the client, or someone on your team. This could be when a client sends in a request that can't be completed until month end, create a To Do Task for yourself and set a ...
Easily Create Contacts in Liscio from Email
When you receive an email in Liscio, the Liscio icon appears next to anyone who is already a Contact or Firm User in Liscio. If the email address is not related to an existing user, you can easily create a Lisico Contact: Click the plus (+) icon next ...
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 ...
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 ...
Replying to an Email with a Liscio Message
Respond to emails with a secure Liscio message to maintain secure communication. Responding to an email with a secure Liscio message also gently reinforces Liscio is your preferred communication channel and encourages client to utilize Liscio ...
Organizing Emails
Organizing your inbox allows you to be on top of client communication and avoid missing emails. Email statuses can be set to Low Priority, Pinned, or Archive. Low Priority can be used for emails that don't need your immediate response or are from ...
Adding an Email to an Account or Contact
The Liscio Email Integration automatically associates emails to Liscio Contacts and Accounts if the incoming email address is associated with a Liscio Contact. Emails from non-client email addresses can be added to a client's Contact or Account ...
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 ...
Setting Up 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 ...