Contacts

Stephanie Gries avatar Haley Hofer avatar Kendra Rader avatar
15 articles in this collection
Written by Stephanie Gries, Haley Hofer, and Kendra Rader

What are the Custom Fields in the Contact Library?

Learn more about how to create Custom Fields for your Contacts!
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

How to use Labels to Organize your Contacts Library

Learn about how to use the Labels feature in your Contacts Library.
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Written by Kendra Rader
Updated over a week ago

What happens when I click the "Delete Now" button in my Credit Card Authorization Form?

Learn what happens when you click the "Delete Now" button.
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

How to Upload Client Contacts to Your Contacts List in Travefy

Uploading client contacts that you already have into Travefy's Contacts.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Can I Store My Client Contacts in Travefy?

Where can I save client information?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Why is my client's name incorrect?

Wrong client name listed to an itinerary or email address.
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Written by Stephanie Gries
Updated over a week ago

Importing contacts in Travefy

Learn how to use the Import Contacts feature in Travefy.
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Written by Kendra Rader
Updated over a week ago

Can I Add a Traveler to a Trip Without an Email Address?

Adding a traveler/client to a proposal or itinerary without an email address.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

Why Does the Traveler Email Display Incorrectly?

Wrong email address is being displayed for my client/traveler.
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

What Contact Information Can You Save for a Client?

What does Contacts mean in Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Can I remove a Contact from a trip?

How To Remove A Traveler From A Trip
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Travefy Contacts

Everything you need to know about Contacts in your Travefy account.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

How Do I Edit a Traveler's Name?

Learn how to edit your traveler's name and email address.
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

Can I see what trips my contact has been added to?

Can I view what trips I have sent to a Contact in Travefy?
Haley Hofer avatar
Written by Haley Hofer
Updated over a week ago

Will Travefy Contact my Clients or Use my Client's Information?

Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago