Out of Office Coverage
F
Fandango Bandicoot
I am BEGGING for the ability to add an agent across all my clients that can be my out of office coverage. Having to share my login details and then change the phone number tied to authentication is not a good workflow. And even less feasible when I have two different agents covering my out of office dates and have to ask them to navigate ANOTHER switch over on my behalf. This was available in a previous CRM and worked seamlessly as the agency owner and admin could simply grant access to my full panel of clients when I was scheduled to be out of office.
W
Wheat Vicuna
I second this. We REALLY need a way for an advisor to grant access to the entire book of business for vacation or emergency coverage. The current collaboration only allows you designate specific bookimnsg which could be unrealistic for every booking in the system.
Autopilot
Merged in a post:
Agent out of office coverage
E
Ethical Cheetah
When an advisor is out of the office, another advisor covering for them may need access to all bookings.
Right now, sharing a password is not possible because of two‑factor authentication, and each person must have their own account.
There is currently no simple way for one advisor to grant another advisor full access to all their trips while they are away.
A helpful solution would be a temporary “covering advisor” option that allows another advisor to access and manage all bookings during a set time period.
B
Bisque Rooster
You can do this by adding them as a collaborator on the trip. They use their own login. The trip appears in their “shared with me” section when they open the trips tab. https://help.tern.travel/en/articles/9617337-collaboration-trip-planning
F
Fandango Bandicoot
It is not feasible for me to go in and manually do this to the large number of trips I have in booked status at any given time. That would take me hours. Nor would it account for any new clients that are not booked while I am out of office.
M
Meaningful Gopher
Bisque Rooster This does not work at an agency level because it gives ICs access to the entire agency. Our ICs are looking for the ability to give eachother access to just each others contacts and trips for while they are traveliing.