Any client information received via email that needs to be saved for future reference can be easily turned into a Note in Liscio, such as updates about a business name change, employee pay or bonus, marriage status change, dependent change, or new home purchase. Turning an email into a Note creates transparency, makes important information easier to find, and keeps client data secure within Liscio.
To Create A Note from an Email:
Select an email to open it.
Select the 3 ellipses in the upper right of the email, the Click Create Note.
Note: There are ellipses next to each reply. To turn a single reply into a note, click the ellipses next to that reply. To turn an entire email thread into a note, click the ellipsis next to the very last reply.
Select Create Note.
Select an Account and Contact, both are not required.
Note: There may be cases where a note only pertains to the Account and not the related Contacts, or vice versa.
Select the Date to change it, if necessary.
Note: The default date is the day it was created on.
Select into the Title and Description boxes to edit or add information, if necessary.
Drag and drop files, or click Liscio Vault or Browse to add attachments, if necessary.
Select Create Notes.