Apply contact tags

In triConvey, you can create contacts to gather and save different details about an individual, group, or trust. You can later utilise this information in letters or forms. Each contact will be categorised based on their specific role in a matter, but you can also add extra, personalised tags to the default triConvey tags.

Table of Contents

• Getting Started

• Add a Contact Tag
• Rename or Remove Tags
• Remove a tag from all contacts
• Additional tips

Getting Started

To avoid confusion, it's recommended that you discuss and decide on the custom tags to be used by everyone in your organisation. For instance, having similar tags like "Holiday List" and "Christmas List" may serve the same purpose and lead to redundancy.

Contact Tagging can be used to create additional lists that can be exported to CSV (Excel). The exported lists can be used for a variety of things, but not limited to Email Marketing. Talk to your Account Manager about ways you can utilise contact tags for your firm.

Add a Contact Tag

1.    Open a contact card.

2.    Click on the + icon next to the tag icon on the right-hand side of the screen.

3.    Start typing the name of the tag. If the tag exists, select it from the list. Otherwise, press Enter to create a new tag.

Tip:  You can add as many additional tags as you wish.

Rename or Remove Tags

1.    Right-click on the tag you want to amend.

• Rename - this will rename the entire tag across all contacts. After renaming it, press enter to save your changes.
• Remove - this will only remove the tag from the specific contact card you are in.

Remove a tag from all contacts

1.    Select Contacts from the triConvey Home Dashboard.

2.    Right-click on the tag.

3.    Select Remove.

Tip:  This will remove the tag across all contacts it was applied to.

Additional tips

triConvey also has a similar feature called Matter Tags that can help you organise your matters. Talk to your Account Manager about some ideas on how to utilise matter tags for your practice.