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New Look, More Power: Contact Profile Enhancements Are Here!

Stephanie avatar
Shared by Stephanie • May 28, 2025

We’ve refreshed the Contact Profile in Travefy to give you more flexibility and better organization as you manage client details. This is just the beginning of exciting CRM improvements to come!

🔎 What’s New in the Contact Profile:

  • 🆕 More default fields to capture client info
  • 🎉 Add birthdates, anniversaries, loyalty programs, and travel preferences
  • 🛂 Dedicated passport information section
  • ✏️ Keep using custom fields to track exactly what matters to you

You’ll still be able to easily view and manage tasks, notes, trips, forms, and documents, all in one place. Plus, send forms directly from the profile and organize contacts using labels.