Tern Agency

It would be nice to have my other agents be able to share contacts with me. Or for me to share with them.

When looking at reports, would like the ability to click on the total sales or supplier to see the bookings that are included in the total to edit if needed.

It seems that you can choose suppliers that anyone using Tern has entered - this has made it a nightmare for reporting purposes. There are roughly 6+ ways to choose Walt Disney World as the supplier (for example) and that is hurting reporting for how much of each destination we are selling!

It might be an interesting feature if the agency owner can either assign the trip to someone or put it in a trip pool and the agents are alerted to a new client request that they can review and select and maybe have the agency owner able to set limits on how many new request agents are allowed to accept.

My Admin is unable to add documents to the document tab for the client to view. It's important for admins to have all. of the access that they need to compete and send an itinerary on my behalf.

The logo, agency name, cover photo, etc should carry over from host account when inviting an advisor. They can edit them, but this would save time for the new agent to set up their account.

It would be nice to be able to have a chat or communication type option within the community groups we set up. For instance, I set up a community that is specific for other Dream Vacations/Cruise One people. Some our needs are a little bit different of what me maybe looking for that would not pertain to anyone else and it would be nice to be able to communicate directly with those that use the same host company.

The ability to enter commission payment for package holidays on 2 or more dates as i get X amount on X date and the reminder after the traveler has returned so commison 1 X amount on X date and commission amount 2 due on X date

My co-advisor and I work together on building itineraries and it would be very helpful if our designated team accounts were linked, so we could just toggle back and forth from one account to the other, without having to log out of one and and log back in to the other every time (this requires a texted code each time).

Would love if updates to the emails within the workflows would update across the agency. Currently, if I make an update to an email within a workflow, in order for agents to get the update, they have to either clutter up their email templates by copying just the email that changed and then swap out the email in the workflow and apply the changes, or remove the workflow entirely, recopy and apply updates. It's been challenging to walk agents through how to do this, since all the workflows were initially set up by myself.