Learn how to delete contacts in triConvey, including cleaning up duplicate contact cards that may have been created if that contact already existed in triConvey.
When you delete a duplicate contact, you will also need to reassign any matters or invoices to the contact card you wish to keep. If the matter and invoice history for both duplicate contacts are extensive, you may wish to keep the duplicate contact in triConvey.
Table of Contents
Delete a contact
1. From the triConvey Home Dashboard, select Contacts.
2. Find the contact that is to be deleted.
3. Right-click on the contact and select Delete.
4. Confirm that you want to delete the contact.
Remove a duplicate contact
1. From the triConvey Home Dashboard, select Contacts.
2. Find the contact you wish to keep and double-click it.
3. Make sure all information is up-to-date and completed on this contact.
4. Select Save.
5. Right-click on the duplicate contact that you wish to delete and select Delete.
6. Confirm that you want to delete the contact.
7. Use the triConvey search bar to find matters that have been assigned to the deleted contact and reassign the contact to the matter by selecting from existing contacts.
8. Open the triConvey Companion Site web app to search for invoices that have been assigned to the deleted contact, reassign them to the correct contact and re-finalise them.
Restore deleted contacts
Contact cards cannot be permanently deleted from triConvey. If you need to review information on a deleted contact card:
1. Right-click anywhere on your contact list and select Show Deleted.
2. Find the deleted contact and then select Restore.
3. Get the required information from it and then right-click and select Delete once done.
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