Front dashboard screen with calendar for due dates, tasks, and birthdates | Tern Feature Requests

Front dashboard screen with calendar for due dates, tasks, and birthdates

complete

Golden poppy Amphibian

I would like to suggest adding a front dashboard screen with a calendar that displays upcoming due dates, tasks, birthdates, etc. This would help in organizing and viewing all important dates in one place.

Created by Canny AI

July 10, 2024

Autonomous Echidna

Can we add a spot to show that an authorized payment is pending? I had to create a task to show me when a client authorizes a payment. It would be wonderful if we were alerted on the dashboard.

Ivory Bear

Loving it & how you guys listen to our feedback! So appreciated!

Molly Johnson

marked this post as

complete

Our new dashboard is now in beta. Excited to hear what you think! https://help.tern.travel/en/articles/12233067-home-dashboard-in-beta

Bisque Dinosaur

Molly Johnson The update is incredible!!!! It's so much better than I imagined. Having payments due and active authorizations at our fingertips is a game changer!! I also love that we can customize which modules are shown. Thank you!!!!!

Fuzzy Bison

LOVE THE NEW UPDATE!
A few suggestions with it now that it's beta launched. Only show one instance of a couple's anniversary. If we have the relationship marked in the contacts and they both have the date marked in contacts, it should show John & Jane Doe's Anniversary instead of Anniversary for John Doe and Anniversary for Jane Doe.
Now we just need a way to link it to our Google or Outlook Calendars and have options set in the subscribed calendar for what we want to show. :)

Venetian red Prawn

A hub for new notifications, tasks overdue and coming due, new emails, upcoming items, etc.

Kelp Bear

I'd love to have a widget that shows us Upcoming Birthdays and Anniversaries. It would be great if we could customize or if a widget also allowed us to see Milestones such as people turning 50, 60, etc and same for anniversaries. Great to see upcoming marketing opportunities. Allow us to specify range such as upcoming in 12, 18, or 24 months.

Amaranth Muskox

Would love if there was a countdown on the dashboard as well!

Everyday Wallaby

Please we need this asap . Email notifications get lost in the thousands of emails. We need to include unpaid authorizations that need to be processed, as well.

Molly Johnson

Merged in a post:

Tasks - Calendar View

Automatic Scallop

It would be nice is the there was a Calendar view in addition to the current List view for Incomplete Tasks

June 4, 2025

Many Prawn

They are working on a dashboard right now. Molly Johnson you can probably merge this as I think it is something the dashboard covers.

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