Travefy Top 10: Library Tips

Keep your itinerary and quoting workflow organized by utilizing the Library in Travefy! The Library allows you to save information to reuse for any trip or quote/proposal.
During this webinar, we walk through our top tips for using the Library to its fullest potential and how to keep your information and documents organized.
Start a free 10-day trial of Travefy: info.travefy.c...
Disclaimer: For privacy purposes, NO PERSONALLY IDENTIFIABLE INFORMATION WAS USED OR SHARED IN THIS VIDEO. All client information that is shared in this video is sample information and is displayed for demonstration purposes only. No user information in this video is real nor related to a real person.

[@juanctejedaperez]

Thanks Scott, the library is definitely a core feature foe me within Travefy! I've made a suggestion regarding the event/content creation which I believe would save a lot of time, plus would make creating events and items/library content in a much more seamless way: "save as functionality" rather than a duplicate + subsequent editing, or overwrite... When you need to create a new event/item, that is fairly similar to a library one, and we want to reuse this content, as of now, if you are within the itinerary, you have to duplicate, edit the duplicated item, remember to delete the one item you are not using, make sure you are editing the right one, etc, making this part of content creation a bit more cumbersome. If we could have a "save as", in addition to overwrite, it'd be awesome. Most of the times, and I have created hundreds of itineraries, we do not want to overwrite an existing item/event, just to edit a few things, from a preexisting item, use it in a new itinerary with those few changes, but still keep the old original one in the library without having to duplicate / overwrite it by default as only choices. Thanks again for creating such a useful tool ;-)

[@leilacierva]

Great great webinar. Thank you Scott!