What appears in Primary Email inbox in Liscio?
Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the Primary Email inbox of the email page. Gmail and Outlook already filter out unnecessary items from your inbox, so we won't bring unnecessary items such as spam in. If you ever need to access something that ended up in a different tab, you can take action in Gmail and Outlook to move that email to your Primary or Focused tab.
Can everyone in my firm see all of my emails?
Emails are only visible to other users in the firm if the email has been auto-matched to a client, or if you have manually associated the email to a Liscio Contact or Account.
No one else can see your email page, and you are unable of seeing anyone else's email page, even if you use the Log Me In As feature.
Emails associated with Restricted Liscio Accounts are only visible to those with access to the restricted accounts.
Can clients see emails that have been added to their account?
Emails are only available for firm users to see, and Contacts are completely unable to see any email in Liscio. The email integration brings no change to the client experience - except more timely, coordinated communication from you and your team, of course.
What if the email is not FROM the client, but I still want it on their record?
If the email is not from the client, but you still want it on their Account for records sake, simply select "add to Account" from the menu to have that message thread (and any future responses to that thread) associated with their record.
Does this mean I have TWO inboxes to clear now?
Everything is synced between your email inbox in Gmail/Outlook and Liscio, so if you’ve already responded to and filed the email in your external Gmail or Outlook account, it will not show up on your Liscio Email page - meaning that you do not have manage two separate inboxes. Any email that you have responded to already will be pulled in, associated with the Contact and Account (if from/to a Liscio contact), and moved to your Done folder on the Email page.
If you delete an email from your external Gmail or Outlook account, it will also be removed from your Primary inbox in Liscio. However, if the deleted email is linked to a Liscio Contact and/or Account, it will still be accessible under the Emails Tab of that specific Contact and/or Account.
Can I create folders to organize my emails?
There are no need for folders, because we auto-associate emails with Contact and Account records - we organizer them automatically for you in Liscio!
Can I connect a shared email address or alias?
For the time being, you are only able to connect the primary email tied to your account (username). If your team has a shared email that you would like to connect, you can create a Liscio user account with the shared address and enable email.
Can the same email address be connected to more than one Liscio account?
Email addresses can only be connected to a single Liscio Contact user, but you can associate that Contact to multiple Accounts in Liscio and the emails will sync to all Accounts.
Does this make email secure?
Our email integration just makes your existing email visible within Liscio, and can't make the concept of email secure unfortunately - for secure messaging, we still recommend using Liscio messages.
What if an email with a virus enters Liscio? Is everything in Liscio compromised?
Liscio has safeguards in place to ensure that any virus attached to an email would not affect our software. We still strongly recommend that our users follow web security and internet best practices, such as system and software updates and application patches, having antivirus on any system where they are downloading or receiving attachments, and not running any executable attachments.
Can I use my email signatures in Liscio?
You can copy and paste email signatures into any outgoing emails in Liscio, but we don't have a specific feature to auto-add any email signatures.
What if a client emails us from multiple addresses?
You can add additional emails to a Contact by editing their Contact profile so multiple email addresses can sync to this one Contact and their related accounts.. They still will only use their Primary Email to log in, but this will allow emails from different addresses to automatically sync to their Contact profile and Account(s).
What happens if a contact's primary email address is changed in Liscio?
If a Contact's primary email address is changed in Liscio, all the emails connected to the previous primary email address will still be linked to the contact and account. Going forward, any new emails received from the new primary email address will be automatically linked to the same contact.
How many emails are pulled into Liscio when connecting the integration?
When you connect to the email integration, the last 60 days of emails from your Primary (Gmail) and Focused (Outlook) inbox will pull into Liscio.
What happens to emails with rules and filters?
If an email is set to automatically move from the inbox to another folder through a rule or filter, Liscio will only bring it into its system if the email address is linked to a Liscio contact.
What happens to emails received from an archived contact?
To ensure you are aware of any continuing communication, any emails received from an archived contact will still auto-associate to that contact. Just remember that archiving a contact removes them from related accounts, so it won't auto-associate to any account they previously belonged to.
What happens if the email is disconnected and then reconnected from Liscio?
If your email is disconnected and then reconnected again in Liscio, any previously associated emails will remain in Liscio and maintain those client associations. Also, upon reconnecting, Liscio will again pull in 60 days of your received emails in your inbox.