Ability to search trip by client name, not just trip name.
complete
N
Neon green Sawfish
Under the "trips" tab, it would be great if "searching" could include the client name, not just the trip name. For example, I might name the trip 'The Johnson Family's Summer Vacation", but if the primary client's first name is Mary, it'd be nice to be able to type in "mary" and have it come up in the results.
David Tilley
marked this post as
complete
Global Search was just launched (see your top bar in Tern and try searching a client name!) Thank you for your feedback! Appreciate the partnership (we truly have the best users!)
M
Many Prawn
David Tilley really love this. One of the best new improvements of the year! :)
B
Broad Octopus
It would also be great to search clients by phone number, email address, etc. I currently only take phone calls by appointment only, but it's nice to just check to see if the phone number that is calling me is someone that is traveling and might need immediate assistance. In my old system, I could quickly type a phone number in the search bar and it would show me exactly who it was, and that was incredibly handy! Saves me from answering a call I don't need to take!
David Tilley
Broad Octopus This feature has been added now! :)
S
Super Koi
Yes, please. I am finding I have to name the trip with the clients name. It presents better to the client if .you can describe their vacation and invoke excitement. "Joe and Janes Cruise" is not exciting
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