Contact Lists in Trevally: Organize Your Network and Share It

Trevally builds your contact base automatically and gives every person a rich contact card. But a few hundred synced contacts are only useful if you can slice them the way you think about them: my clients, my family, the team, this quarter's prospects. That's what Contact Lists are for, and, as usual with Trevally, there's more to them than meets the eye.

Your lists, in one place

Open Contact Lists in the sidebar (under APPS) and you'll find every list you have, each as a card showing the member count, the list's description, and quick actions: Add Contacts, Share, Edit, Delete. A search box filters lists by name or description, which pays off once your lists multiply.

Now look closely at the icon beside a list's name. It's the first hidden detail:

• A shield means you own this list;
• A share icon means someone shared this list with you.

That's right: lists flow both ways. When a colleague shares their list with you, it appears here, and in your sidebar, automatically. Ownership matters, though: the management buttons only show on lists where you have full permission. Lists shared to you are read-only: you can browse the members, but only the owner can change them. Your data stays under your control, in both directions.

Creating a list

Click New List and you're two fields away: a name (think "Family", "Business", "Marketing") and an optional description. Notice the third section, Sharing to: you can pick who gets access right at creation time, no need to come back later.

Filling it: a trick worth knowing

Hit Add Contacts on a list and you get a two-pane screen: search your contact base on the left, and the list's current members on the right, each one a click away from Add or Remove.

Here's the hidden gem: the search understands email domains. Type @trevally and every contact with a trevally.io address appears. So building a list like "Everyone at Acme Corp" takes seconds, not scrolling. Search by name works too, of course.

Sharing and un-sharing

A list becomes a team asset the moment you share it. Open Share (or Edit) and manage the "Sharing to" audience: everyone with access is listed, a search box adds more, and the × next to a name revokes their access the moment you hit Save. The list card back on the main page shows the shared-with avatars at a glance, so you always know who's in the loop.

Think about what this replaces: no more emailing spreadsheets of contacts that are outdated the day after. You share the list, and the list stays alive.

From list to contact card in one click

A list isn't a dead end. Click any member and their full contact card opens right beside the list: messages, notes, attachments, tasks, insights, everything we explored in our Contact Card deep dive. Browsing a list becomes a natural way to work through a group of relationships one by one.

Where lists quietly show up everywhere

Lists aren't an isolated feature. They're a building block the rest of Trevally leans on:

• Global Search (⌘K) finds them: results include a dedicated "Lists" group, so typing a list's name jumps you straight to it;
• The sidebar pins your lists with a live member-count badge, one click from anywhere;
• The dashboard counts your lists in Usage Statistics, next to your contacts and attachments;
• And the subtlest one: when you edit your own personal card, you decide who receives your updated information, and the audience can be your Trusted Contacts or a specific contact list. Your "Close Friends" list can see your personal phone number; everyone else doesn't. Lists become privacy circles, not just folders.

Start slicing your network

Your contacts are already in Trevally. The lists are how they become organized. Create one for the people who matter most this month, share it with whoever needs it, and let it stay current on its own.

Connect your inbox for free and turn your contact base into something you can actually work with.