Any client information sent via email that is needed for future reference can be easily turned into a note. This may include a business name change, employee pay or bonus, marriage status change, dependent change, new home purchase, etc.
Turning an email into a note creates transparency, makes it easier to find, and keeps the information secure within Liscio.
To Create A Note from an Email:
Click on an email to open it.
Click 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.
Click 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.
Click on the Date to change it, if necessary. Note: the default date is the day it was created on.
Click 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.
Click Create Notes.