I'd love it if Tern could send one daily email with my list of tasks due, rather than an individual email for each task. I love the email reminder, but I don't need multiple emails each day - I already have too many! My previous CRM did this: sent a daily email of "Your Daily Tasks: # of tasks due today" and then listed them.
S
Safe Stoat
This would be AMAZING!!
A
Acute Dormouse
Please!! We absolutely need this!!
No one needs 95 separate emails every day!!
Autopilot
Merged in a post:
Automated email of tasks that are due on a daily or weekly basis
E
Extended Dragon
It would be great if we can set up an email that provides a summary of tasks that are do. Ability to set up how frequently we want these email notifications (daily or weekly).
A
Advanced Jaguar
Agreed. Also would be good for agency to owner to get a full list of all asks due for agents under their agency (at least those that they pay the seat license for)
D
Dandelion Deer
It would be helpful to put the family name/trip name in the subject line too because sometimes trips are duplicated.
Autopilot
Merged in a post:
Task Due Soon email times
P
Papaya Bandicoot
I would like the abiliy to choose what time I receive all the Task Due Soon emails.
P
Presidential Piranha
This is something I need as well. I currently get a daily report of who is about to travel, who is traveling, who has payments due, etc.
Ellen Longley
Merged in a post:
Weekly Automated Reports for Payments Due
W
Wild strawberry Marlin
Similar to the way we now get weekly emails with flights that are no longer tracking...I would like to get a weekly report of all payments due that coming week on Sunday for example. This would be very helpful so I know who I need to follow up with that have payments due without needing to go into each trip.
Ellen Longley
Merged in a post:
Change the way Tern sends notifications of tasks, final payments, and who is traveling
W
Wandering Carp
I wanted to submit feedback that included information on what I am referring to. Another system has updated the way they send us notifications of tasks, final payments, and who is traveling. It's like a summarized report of what's going on this next week.
I absolutely love this auto generated report. It highlights very important details, like tasks and final due payment due dates, which are extremely important to not miss.
I think this could be a nice implementation into TERN, to highlight the very important tasks and dates coming up for the week.
I'm sure you've already thought about this. But it is a feature that would be nice to have.
A
Advanced Gull
the CRM I am currently using also can send a daily/weekly report that includes upcoming trips, clients currently traveling, clients who have just returned home from their trip, etc.
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