There is no address book to build. Trupeo derives it from your mail: anybody who writes to the shared mailbox, or who the mailbox writes to, shows up there.
The “Contacts” tab sits in the sidebar, under the views.
Two tiers, and the rule that separates them
Contacts sort into two lists, and the difference is not a matter of declared importance:
- Contacts: the people you have written to.
- Other contacts: the people who wrote to you and never got a reply.
That is the whole rule. Replying to somebody moves them into “Contacts” automatically. This sorting does the job nobody wants to do by hand: a customer you have dealt with for two years separates itself from whoever sent a newsletter.
The “All” tab shows both lists together. Three sort orders: Recent, Frequent, A-Z.
The first fill
When a mailbox is connected, Trupeo goes through the older messages and shows an “Import in progress” banner with the number of messages analysed so far. Contacts appear as it goes, so there is nothing to wait for.
The card
A card holds what Trupeo worked out and what you add: company, job title, phone, a note, and the conversation history with the number of exchanges.
The note is shared. “Call back after 5pm”, “no more follow-ups”, “always goes through his accountant”: your colleague sees it when they open the card. Same idea as an internal note, at the scale of a person rather than a message.
One person can have several addresses. “Add an email” gathers them onto one card, and “Set as primary” picks the one that shows. A contact always keeps at least one address.
Adding somebody by hand
“New contact” is for when you want the card before the exchange: a lead met at a trade show, a supplier whose card you were handed. Email required, name optional.
Tidying
Three actions on a card:
- “Add to Contacts” promotes somebody out of “Other contacts” without waiting for you to write to them.
- “Remove contact” takes them out of the shared book. Nothing is lost: they come back from any of their conversations.
- “Merge…” joins two cards that are the same person, which happens whenever somebody changes address. You pick the one to keep and the other is folded into it. This one is permanent, unlike removing.
What is shared, and what is not
The address book belongs to the mailbox, not to you. Every member sees the same
contacts, the same notes, the same numbers. If you have two mailboxes
connected, each has its own book: the contacts of contact@ do not mix with
those of jobs@.
Next step
To write to a contact from their card, see Reply, forward, write.