You can also assign tasks in a workflow to Other Person(s) Assisting.
The Assigned Matters widget has also been updated with the option to include Other Person(s) Assisting.
For document automation purposes, existing Person Assisting fields and Introducer fields will return the Primary Person Assisting and Primary Introducer indicated in the Matter Info section.
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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Version 9.12 of triConvey includes the following new features and refinements. Read on to learn more.
New Features
Multiple Persons Assisting and Introducers on a matter
You can now add multiple Persons Assisting and Introducers to a Lead or Matter.
You can also assign tasks in a workflow to Other Person(s) Assisting.
The Assigned Matters widget has also been updated with the option to include Other Person(s) Assisting.
For document automation purposes, existing Person Assisting fields and Introducer fields will return the Primary Person Assisting and Primary Introducer indicated in the Matter Info section.
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
Notable Bug Fixes
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