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.
Adding an Account Rating:
1. Select the Accounts page in the Left-Hand Menu.
2. Use the search bar at the top of the list to search for a specific Account.
3. Select the Account.
4. Navigate to the Details tab, and select the ellipses (three dots) in the upper-right corner.
5. Select Edit Account.
6. Under Additional Details select Account Rating to select a rating.
7. Select Update Account.