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Account Rating and How to Add it
Account Rating and How to Add it
Liscio Support avatar
Written by Liscio Support
Updated over a week ago

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.

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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.

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