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Contact Intelligence

Contact Merging & Deduplication

Eliminate duplicates without losing data: Trevally surfaces them automatically, and a side-by-side review lets you choose field by field exactly what the merged card keeps.

Duplicates found without hunting

When contacts arrive from years of email across multiple accounts, duplicates are inevitable: the same person under a work address, a personal Gmail and a no-reply alias. Trevally monitors for these continuously and surfaces merge suggestions at the top of each contact card, without you having to hunt. Each suggestion offers two options: Review (see the two cards side by side) or Skip, and skipped pairs are remembered, so the same suggestion will not resurface.

Merge suggestion strip at the top of a Trevally contact card with Review and Skip options

Choose exactly what survives

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 card's last name, take the duplicate's phone number) and everything else follows automatically: the duplicate's messages, files and organization links transfer to the main card before the duplicate is discarded. One person, one complete card, nothing silently overwritten. If you know two contacts are the same person without waiting for a suggestion, the Merge tab on any contact card lets you search and merge any pair manually.

Side-by-side merge review comparing Main and Duplicated contact cards field by field

What you can do

  • Continuous duplicate detection with automatic merge suggestions
  • Suggestions appear at the top of each contact card: no hunting required
  • Skipped pairs are remembered and will not resurface
  • Side-by-side review: see every field difference before committing
  • You choose which field values survive, nothing overwritten silently
  • The merged card inherits all messages, files and links from both records
  • Manual merge via the Merge tab: search any contact and merge on demand

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