Create a Notification Center | Tern Feature Requests

Create a Notification Center

under review

Golden poppy Amphibian

A way that advisors can see notifications in real time in-app (without having to go to email).

This would let advisors see when clients or others complete key tasks in the system.

Created by David Shull

July 14, 2024

Ken Ducusin

I am collaborating with another agent, and we are looking for a way to notify each other that we have updated a note and need the other person's feedback. We have been using Loom video and embedding them in the notes, but it would be cool to get a notification if a person is tagged in a note, or when a task gets completed>
Currently, I'm working with my collaborator to gather pricing for some components on an FIT. Since I'm handling all client communication, we need to exchange emails or texts whenever we have questions or updates on task completion.
This request is a little more specific to notifications when collaborating with another agent.

Persimmon Cricket

Yess I would love a notification center and would also love the option to turn on notifications when a task is completed by a collaborator as well! This would greatly help me when working with another agent on a trip.

Kelp Bear

Stopping by again to stress the urgency of this request, especially with Groups. Currently, I must open each individual sub-trip to identify when an action is pending or overdue (requests for selections or payments).

Autopilot

Merged in a post:

Notifications

Equivalent Antlion

We need a notification icon (kind of like FB does with the bell) where there is a list of things that clients have responded to such like: 
*Smith chose an option
*Janz authorized payment
*Brooks approved trip, etc. 
It would save time to just have a quick reference instead of just the emails.

April 10, 2025

Lagoon Quail

And it would be great to have an "authorized" tab to see all open authorizations not yet paid and completed.

Kelp Bear

This is definitely needed. I've been in Tern yet missed the email for payment authorization. We definitely need a notification feature ASAP.

Environmental Ladybug

A notification center similar to the one here in canny would be 👌🏻 That would notify us whenever a comment was left on a trip, whenever a trip was viewed, a proposal was approved, a payment is authorized, etc.

And on top of that - the client should also have a notification center (less important) that updates them to anything we do if we select a button that says "notify client" in the same way we choose if a document is visible to clients. Personally, I would get annoyed if I got an email every time a subtle change was made (I usually don't send the email when I make a slight adjustment and publish). But having a notification center that was curated with notifications my advisor wanted me to see? That would be iconic.

Official Dragonfly

Or perhaps (I am going to keep saying this until it happens) an ACTUAL dashboard where we can see what is happening with clients and within trips - not just a trip shell....PLEASE

Dandelion Partridge

Or a flashing red dot on trips when the client goes in, like we do when they make selections

Amaranth Marmot

Yes! I had someone authorize a payment and I did not see the email. it was lost in all the supplier emails that I get, I would love if there was some type of notification ability, even if this is maybe on the trip page, some type of notice saying the trip has a new authorization or email request waiting.

→