Upgrades: triConvey v8.18 - triSearch

Upgrades: triConvey v8.18

Updates to EDR coming in April. triConvey update V8.11 & V 8.12

I’m excited to share the latest triConvey update will be released to users in the coming weeks. 

​​​​​​Version 8.18 includes a host of exciting upgrades to the triConvey desktop and Companion Site.

Desktop App Updates

The triConvey version 8.18 update is highlighted by a brand new feature coming to the desktop app, including a host of important updates, and more, including:

  • Custom referral types:

Create and administer your own referral types for leads and matters. Adding / editing referral types done by Firm owners only.

  • Important updates:

Matter window widget now saves state, workflow window pops up in front of new matter window, and expense exports displays correct GST items.

Companion Site updates

  • Update Global & Contact Invoices page to allow Bulk Mark As Sent:

To help save space and clean up the interface, we have added a Bulk Actions button on the global and contact invoice pages.

Update Invoice Reminders page to use tick icons and send menu in kebab menu:

  • This update includes upgrades to the Invoice Reminders page to match the styling and functionality on the invoices screen. The icons in the Sent column will display as a tick when an item has been sent, and the functionality to send and resend reminders is now show in the newly styled kebab menu at the end of the row.

For more information on triConvey upgrades contact triSearch at info@trisearch.com.au.

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