View and edit contacts

All contacts imported or created in triConvey can be viewed in the Contacts View.

Table of Contents

• Edit your contacts
• Organise your Contact View
• View contact details in a matter

Edit your contacts

1.    Either:

1. select Contacts from the triConvey Home Dashboard; or
   
   
2. type the name of the contact in the Quick Search bar.

2.    Double-click on the contact to open the Contact Card, where you can edit the contact.

3.    Select Save.

Learn more about entering contact information.

Important Note on editing contacts and implications on trust transactions

If you are editing the name of a contact that was created prior to 7 November 2025, trust transactions for this contact that were created prior to this date will also be updated with the new name.  To avoid compliance issues in this situation, we recommend:

1.    Creating a new contact card with the updated name and marking the existing one as 'Old'.

2.    Reversing the affected transaction.

3.    Choosing the new contact card for the transaction.

4.    Re-processing the affected transaction.

Trust transactions created after 7 November 2025 are unaffected.

Organise your Contact View

Right-click on the heading row at the top of the Contacts List to hide and display column information.

Company contacts that have been allocated to a Matter or Lead will automatically be sorted into folders on the left panel, depending on their role in the matter.

You can also use the left panel to show a specific list of contacts based on contact tag.

View contact details in a matter

By selecting a party in the Matter Details section, you can view their contact information in the Contact Details section on the right side of the matter window. This allows you to draft an email or letter to the party, or make any necessary changes to their contact information.

1.    Select a party from the Matter Details section.  Do not double-click.

2.    Scroll down to Contact Details under Matter Widgets to view the selected parties details.

Tip:  You can use the Contact Details section to draft an email or letter to the party or make any necessary changes to their contact information.