When you view a contact card in triConvey, you can see all matters where the contact has been assigned a role.
Table of Contents
triConvey Desktop App
1. From the triConvey Home Dashboard, click Contact.
2. Search for the contact and open the contact card.
3. Select the Matters tab to display all matters related to that Contact.
triConvey Companion Site Web App
1. Select Contacts from the left menu.
2. Search for the contact and open the contact card.
3. Select the Matters tab to display all matters related to that Contact.
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