Contacts

David Chait avatar Stephanie Gries avatar Kendra Rader avatar +2
18 articles in this collection
Written by David Chait, Stephanie Gries, Kendra Rader and 2 others

How to Create Custom Fields

Creating Custom Fields in your Contacts
Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a week ago

Where Can I Find Custom Fields?

Jonathan Johnson avatar
Written by Jonathan Johnson
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

Can I Import Contacts with Custom Fields?

Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a week ago

How to Add/Delete Existing Custom Fields from a Contact Profile

Adding or deleting a custom field in a contact profile
Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a week ago

How To Export Contacts Out of Travefy

Exporting contacts outside of Travefy
Matt Bishop avatar
Written by Matt Bishop
Updated over a week ago

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.
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago

Can I Store Contact Information in Travefy?

Where can I save client information?
David Chait avatar
Written by David Chait
Updated over a week ago

Importing contacts in Travefy

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

What Contact Information Can You Save for a Client?

What does Contacts mean in Travefy?
David Chait avatar
Written by David Chait
Updated over a week ago

Can I remove a Contact from a trip?

How To Remove A Traveler From A Trip
David Chait avatar
Written by David Chait
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?
David Chait avatar
Written by David Chait
Updated over a week ago

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

Travefy will never share or market your client data.
Stephanie Gries avatar
Written by Stephanie Gries
Updated over a week ago

What are Notes?

How to use the Notes feature in Travefy.
Kendra Rader avatar
Written by Kendra Rader
Updated over a week ago