Want to know about adding notes to a trip? Click here!
With the Notes feature in your Travefy account, you and your teammates are able to add helpful information and details about your clients under their Contacts tab.
Notes can be used to store different pieces of information about your clients; travel preferences, documentation on past conversations, or important travel document details, to name just a few.
To add notes to your contacts you will want to follow these steps:
1. Go to your Contacts
2. Go to the Contact
Go to the Contact you'd like to add the notes on.
3. Click on Notes
Click on the Notes tab in the contact profile and enter your note:
4. Click Checkmark
Click the checkmark once you're done to save the note!
