Tagged Matters Dashboard Widget We have added a new widget to the dashboard to help you visualise how many matters any individual tag has. You can choose to display this widget in a numbers-based view or list-based view.
Numbers-based view
List-based view
The numbers based view shall allow users to see at a glance how many matters and leads a tag has associated with it, while the list view displays a clickable list of matters, grouped by tag.
When configuring the widget, you can select what statuses to include, select between matters, leads or both matters and leads, and select specific tags.
Refinements
Improvements when connecting to Calendar Sync
When setting up your calendar sync in triConvey, just enter your email address and it will kick off a flow to set up your calendar via cloud sync. If cloud sync is not available for your email address, you will automatically be guided through the process to set up local sync.
Notable bug fix In order to prevent data corruption issues, we have added validation to email addresses for contacts, confirming that they are in a valid email address format. If you open a contact card with an invalid email, you will not be able to save the contact record until this has been rectified.
Version 9.5 of the triConvey Desktop App contains the following new features and refinements.
New Features
If your law firm operates in multiple locations, you can now add them in triConvey and assign matters to specific offices.
Learn more about adding and assigning branch offices.
We have added a new widget to the dashboard to help you visualise how many matters any individual tag has. You can choose to display this widget in a numbers-based view or list-based view.
The numbers based view shall allow users to see at a glance how many matters and leads a tag has associated with it, while the list view displays a clickable list of matters, grouped by tag.
When configuring the widget, you can select what statuses to include, select between matters, leads or both matters and leads, and select specific tags.
Refinements
When setting up your calendar sync in triConvey, just enter your email address and it will kick off a flow to set up your calendar via cloud sync. If cloud sync is not available for your email address, you will automatically be guided through the process to set up local sync.
Notable bug fix
In order to prevent data corruption issues, we have added validation to email addresses for contacts, confirming that they are in a valid email address format. If you open a contact card with an invalid email, you will not be able to save the contact record until this has been rectified.
Multiple email addresses can still be entered and separated with a comma ([email protected],[email protected]) or semi-colon ([email protected];[email protected]) but the email addresses must be valid.
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