Version 9.18 of the triConvey Desktop App contains the following new features and refinements. Version 9.18 is currently undergoing beta testing.
New features
Bulk assign emails to a matter in New Outlook
You can now assign and unassign multiple emails to and from a matter in New Outlook. To select emails in bulk, hold down the Shift key on your keyboard and click on the emails to assign or tick the Box adjacent to the email to select it.
The Assign button under the matter card in the New Outlook panel will display the number of emails you have selected.
New Outlook add-in for the Outlook mobile app
The Smokeball add-in is now available on the iOS Outlook mobile app, with the Android version expected to release by end of June.
On the Outlook mobile app, you can assign an email to a matter, open that matter in the triConvey mobile app, save attachments to a matter, and add a matter task, all without leaving Outlook.
Refinements
Improvements to preventing duplicate contacts
When creating a new Contact, triConvey will now check if a similar contact already exists in the system and display a Possible Duplicate window if a match is found. From this window, you can validate the contact and proceed with creating the new contact if they are not a duplicate.
Improvements to Tasks
We have made the following changes to the Task List:
You can now sort tasks by Categories and Assigned To.
User selections in the Task Assignee filter now persist even after triConvey is closed. This persists until you log out of triConvey.
We have also cleaned up the Next Step matter widget by introducing a white background behind the Next Step, making it easier to see. You can also now hover over the Task Name to view the full task name.
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Version 9.18 of the triConvey Desktop App contains the following new features and refinements. Version 9.18 is currently undergoing beta testing.
New features
Bulk assign emails to a matter in New Outlook
You can now assign and unassign multiple emails to and from a matter in New Outlook. To select emails in bulk, hold down the Shift key on your keyboard and click on the emails to assign or tick the Box adjacent to the email to select it.
The Assign button under the matter card in the New Outlook panel will display the number of emails you have selected.
New Outlook add-in for the Outlook mobile app
The Smokeball add-in is now available on the iOS Outlook mobile app, with the Android version expected to release by end of June.
On the Outlook mobile app, you can assign an email to a matter, open that matter in the triConvey mobile app, save attachments to a matter, and add a matter task, all without leaving Outlook.
Refinements
Improvements to preventing duplicate contacts
When creating a new Contact, triConvey will now check if a similar contact already exists in the system and display a Possible Duplicate window if a match is found. From this window, you can validate the contact and proceed with creating the new contact if they are not a duplicate.
Improvements to Tasks
We have made the following changes to the Task List:
We have also cleaned up the Next Step matter widget by introducing a white background behind the Next Step, making it easier to see. You can also now hover over the Task Name to view the full task name.
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