Articles on contact cards
3 articles tagged “contact cards” — show all articles.
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.
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.
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.