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Understanding Contacts in Liscio

Understanding Contacts in Liscio

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Written by Liscio Support
Updated over a week ago

In Liscio, a Contact is any individual you communicate with on behalf of an Account (such as a business or personal account). One Contact can be linked to multiple Accounts. For example, Jane Doe could be associated with both her flower business account and her personal tax return account.

Contact Filters Explained

At the top of the Contacts page, you'll find helpful filters to quickly view and manage your contacts:

  • All: Lists every Contact you have in Liscio, except archived contacts.

  • New: Contacts who haven't been invited yet.

    • Note: Contacts without an email address cannot be invited.

  • Invited: Contacts who received an invitation but haven't accepted it yet.

    • Note: Invitation links expire after 7 days.

  • Active: Contacts who accepted their invitation to Liscio.

  • Expired: Contacts whose invitation link has expired.

  • Archived: Contacts who have been archived and are no longer active.

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