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Hayley Roughley Admin

Version 9.12 of triConvey includes the following new features and refinements. Read on to learn more.  This version is currently undergoing beta testing.




Refinements


Zapier trigger improvements 

When updating a contact or matter that already has tags associated to it or when adding a new tag, this data can now be included in the Contact Updated Trigger. 



API and Webhook refinements

  • Contact Tags and Matter Tags are now available in the triConvey API and Webhooks.

  • We have created a new File History API that provides a way for changes in matters to be tracked. 



Notable Bug Fixes 

  • Fixed an issue were users were unable to assign emails to matters without opening the matter in triConvey first.

  • Fixed an issue where the Word and Excel add-in would get stuck and not be able to finish initialising.

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