Skip to main content
All CollectionsInbox
Associating an Existing Message to an Account
Associating an Existing Message to an Account
Liscio Support avatar
Written by Liscio Support
Updated over a month ago

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.

  1. Open the Message.

  2. Select the Reply box.

  3. Select Additional.

  4. Add the Contact and their Account.

  5. Select OK.

  6. Type your Message.

  7. Select Send.

add_additional.gif


​

Did this answer your question?