Upon opening triConvey, the first screen you should encounter should present the most important information to you at a glance. Learn how to customise this view.



Table of Contents



Set a view as default

Quickly toggle between views of your matters, contacts, calendar, tasks, activity reports and search.

 

To set one of the other views as default, so that they display upon opening triConvey, right-click on the icon and select Set as Default.



Use the triConvey Home Dashboard

Your default home screen view will be the Home Dashboard which summarises all your work and displays it on one screen using custom widgets.

Learn more about the dashboard and the types of widgets you can place on it.


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