All articles
Every guide and comparison we've published, newest first — page 4 of 5.
How to Create a Contact in Trevally and Use It Across the Whole App
Trevally builds most of your contact base automatically, but sometimes you need to create a contact by hand: a person you just met, a company, a supplier. This guide shows how to create personal and business contacts, customize their cards with your own fields, and where that new contact works across the app: lists, Kanban boards, file sharing, tasks and more.
The Trevally Dashboard: Mission Control for Your Network
The dashboard is where Trevally reports back: what synced this week, who added you, which files and links arrived, what needs your approval, and a clever widget that learns who matters to you with a single thumbs up. A guided tour of every panel.
Your Personal Contact Card: A Business Card That Never Goes Stale
Everyone who has your number has an old version of you: a former job title, a dead email, a landline. Your Trevally Personal Contact Card flips that: one card you keep current, with field-by-field privacy controls, audiences powered by your contact lists, and an approval handshake that decides exactly who receives your updates.
Importing Contacts into Trevally: Import Once, Use Everywhere
Your contacts don't all live in your inbox: some are in a LinkedIn export, an old Google CSV, or your iPhone. Trevally's import wizard brings them in with full control over how they're mapped, and then does something no address book does: it remembers every import as a reusable source you can plug into Kanban boards, Tailgate communities, Courier and more.
Contact Lists in Trevally: Organize Your Network and Share It
Contact Lists turn your synced contact base into organized, purposeful groups: family, clients, teammates, prospects. In this guide we create a list, fill it in seconds with a clever search trick, share it with the right people, and show where lists quietly power the rest of Trevally.
Inside the Trevally Contact Card: Every Feature, Including the Hidden Ones
The contact card is the heart of Trevally: one place holding everything about a relationship: messages, files, notes, tasks, insights and more. In this deep dive we tour every tab and reveal the special features you might have missed, like Relevance scoring, introduction insights, and smart duplicate merging.