Create a phone message

Use triConvey's phone message feature to notify a staff member that someone called for them. This feature gives you the option to leave detailed notes and the option to notify the staff member by email.

Table of Contents

• Getting Started
• Create a phone message from the triConvey Desktop App
• Create a phone message from a Matter
• Create a phone message in the triConvey Companion Site Web App
• View phone messages

Getting Started

The phone message will appear in the Daily Digest and mobile app. It also creates a task, allowing them to track the activity.

Create a phone message from the triConvey Desktop App

1.    Select Phone Message from the triConvey Action Bar.

Tip:  When creating a phone message this way, it's best practice to select the matter that this phone message relates to from the Matter field.

Create a phone message from a Matter

1.    Open a matter and select Phone Message from the Matter Action Bar.

Create a phone message in the triConvey Companion Site Web App

1.    Select Create New from the top-right corner.

2.    Select Phone Message.

You can also create a phone message directly from Tasks:

1.    Select Tasks from the left menu.

2.    Select New Phone Message.

View phone messages

Phone messages are classified as Tasks in triConvey, so they will appear in any Task views or task lists.

Phone messages directed towards a staff member will also appear in their Daily Digest.

If the Notify via email option was ticked when creating the phone message on the desktop app, the staff member will receive an email as well.