Inside the Trevally Contact Card: Every Feature, Including the Hidden Ones
In our Getting Started guide we followed your first minutes in Trevally, from sign-in to your first synced contact. Now let's slow down and explore where you'll spend most of your time: the Contact Card: one page that holds everything about a relationship. Along the way we'll point out the "hidden" details that make it special.
My Contacts: more than a list
Open My Contacts from the sidebar and you get every person Trevally has organized for you, with name, emails, phones and the last interaction (including the subject of the most recent message, so you remember where you left off). The search is forgiving on purpose: typing just "nel" is enough to find "Daniel". You can switch between a detailed table and a compact list, page through large contact bases, and remove a contact with a confirmation step.
But the column to pay attention to is the one on the right: Relevance.
The hidden gem: Relevance
Those one-to-five stars aren't decoration. They're a living score of how strong the relationship is right now. Hover over them and Trevally explains: relevance is computed from your data of the last 30 days, considering:
- Interactions: how many messages flowed between you and the contact;
- Frequency: how often those interactions happen;
- Reciprocity: how balanced the conversation is, i.e. how much the contact responds and engages back.
Reciprocity is the biggest factor: a contact who writes to you and gets replies from you scores far higher than one where all the messages flow in a single direction. In other words, five stars means a genuinely active, two-way relationship: a simple way to spot who deserves your attention this month, and which important relationships are cooling off.
Opening a card
Click any contact and the card opens with the essentials up top: photo, name, and email addresses with a one-click copy button. If you see a blue check next to the name, that's the verified badge. This contact is also a Trevally user.
Below that, seven tabs organize everything: Contact Card, Messages, Notes, Attachments, Tasks, Insights and Merge. Let's walk through them.
Contact Card: a form that adapts to you
The first tab holds the contact's information, organized in categories like Basic Information, Contact Details and Professional Information. Here's what's special: this form isn't fixed. Hit Edit and beyond changing values you can add new attributes to any category (or create entire new categories) so the card stores exactly what matters to your relationship with that person: a birthday, an assistant's phone, the name of their dog. Attributes you don't need can be removed just as easily.
Merging Suggestions: Trevally spots duplicates for you
Notice the strip at the top of the card above? Trevally continuously looks for possible duplicates of the contact you're viewing: the same person appearing under a work address, a personal Gmail, or a no-reply alias. Each suggestion offers Review (see the two cards side by side and merge) or Skip. And skipping is remembered: a pair you've dismissed won't be suggested again.
Messages: the whole conversation history
The Messages tab lists every message received from and exchanged with this contact, newest first, with sender and date, searchable and paginated. No more digging through your inbox to reconstruct a conversation: it's already attached to the person.
Notes: your private memory
Meetings, ideas, reminders, context: the Notes tab keeps your own notes pinned to the contact, each one timestamped with creation and update dates, editable and deletable at any time. Next time you talk to them, everything you wanted to remember is one tab away.
Attachments: every file they ever sent you
The Attachments tab collects every file received from this contact, automatically extracted from your synced messages, with file-type icons, who sent it, when it arrived, a search box, and an Open button for each item.
Courier: send files back, securely
Sharing works in both directions. From the same tab, Courier lets you securely transfer files to your contacts: pick the recipients, give the share a title and an optional message, and drop in up to 5 files of up to 100MB each, far beyond a typical email attachment limit.
Tasks: follow-ups that never slip
The Tasks tab ties your to-dos to the person they involve. Create a task with New Task, flag its priority, and check it off when done. Concluded tasks stay visible below, so you keep the trail of what you've already handled for this relationship.
Insights: who did this person introduce to you?
Here's a question no address book can answer: which of my contacts do I owe to this person? The Insights tab can. Trevally analyzes your message history (who appeared in your inbox, through whom, and who wrote first) to detect introductions. For each person this contact introduced to you, you'll see the email that made the introduction, its date, and a link to jump straight to that person's card.
It's your network's family tree: a quiet reminder of who your real connectors are.
Merge: one person, one card
Sometimes duplicates slip past automatic detection, or you simply know two entries are the same person. The Merge tab's Find and Merge lets you search any contact and review it against the current card.
The review screen puts the Main card and the Duplicated card side by side, field by field. You click to choose which values survive (keep the main's last name, take the duplicate's phone number) and everything else follows automatically: the duplicate's messages, files and organization links are transferred to the main card before the duplicate is discarded. One person, one complete card, nothing lost.
The heart of Trevally
Messages, files, notes, tasks, introductions, duplicates, and a live measure of the relationship's health, all attached to one card that built itself from your inbox. That's the difference between a contact list and a contact platform.
Connect your inbox for free and open your first contact card in minutes.