Front dashboard screen with calendar for due dates, tasks, and birthdates
planned
M
Molly Johnson
Merged in a post:
DASHBOARD, Please?
T
Typical Lobster
It would be great to have a DASHBOARD view when we login. First item to add would be authorized payments not yet made. This would be super-helpful. Other items to add in the future, X trips traveling this month, X final payments due this month, X commission expected this month. Thank you for your consideration.
Y
Yellow mellow Prawn
Yay!!! Thanks Tern Team!!
I
Inkwell Magpie
Love it!!
E
Emerald Alpaca
Yaaaaaasay!!!
O
Operational Gerbil
SOOOOOO EXCITED
M
Molly Johnson
planned
P
Past Barnacle
Molly JohnsonSuper excited to hear this is on docket. Will the calendar have a notification feature that we can assign to our client?
E
Everyday Wallaby
Molly Johnson Yaaaasssssss! What a wonderful start to my work day. Go Tern!
O
Orchid Cattle
Molly Johnson WOOHOO!
M
Molly Johnson
Past Barnacle great question! Would you have some time to talk through exactly what you'd want to see for this? I can send you an email if so!
P
Past Barnacle
Molly Johnson yes! I am available M-F usually between 3-5p EST including today. Janine.dawson@fora.travel. Thanks!
T
Tender Lemming
Yes, and if we could choose to view a shared dashboard that would be great, too. I work in an office with other agents - we help each other out & share access to all our bookings. Currently, I have to manually create a monthly dashboard of final documents due, payments due, and clients traveling for our whole agency. Having that be automated would be helpful.
A
Agricultural Mollusk
Another element in the dashboard would be the clients who are currently traveling or about to travel.
B
Broad Octopus
I also wish there was a way to see a quick overview of things like booking number and travel dates when I'm in a trip (like at a header that I can see from every tab I'm on within a trip) without having to go all the way back out to the overview.
O
Official Dragonfly
This has been my #1 "Wish" since "joining" the tribe. We need a high-level overview of all things at a glance (preferably customizable by agency/agent for what is included on that overview).
I am still keeping a calendar in addition to TERN and that is frustrating - at best.
Load More
→