Tern Feature Requests

Under the "trips" tab, it would be great if "searching" could include the client name, not just the trip name. For example, I might name the trip 'The Johnson Family's Summer Vacation", but if the primary client's first name is Mary, it'd be nice to be able to type in "mary" and have it come up in the results.

When a trip is put into the archive or canceled buckets it should automatically unpublished and all automations should be paused so future emails don't go out.

What I am envisioning is maybe next to apply template there is another option with insert form and it inserts the link for the form. Instead of going to library, forms, and then clicking on send form. I was in a clients profile today and went to send an email but realized I didn't have a link to the form I wanted to send so had to copy the email and go to library.

It would be fantastic to have room options within each hotel listing, along with different rate offers for each room (e.g., bed and breakfast, refundable rates, etc.).

The Passport form element doesn't ask for Date of Birth (DOB)? And I therefore have to ask for their "Birthday" separately. This defeats the purpose of parsing the clients passport image because they have to manually input their DOB. I also require their Date of Birth to book flights, and to securely provide a copy of their passport details in the form submission PDF to my flight desk.

Instead of grouping every flight together we should optionally show flights independently on the itinerary + trip planning board.

I would like to be able to search for contacts by phone number. The fastest way to have a client's info in front of me is to punch in their number from caller ID. Or I can see who's call I missed if they don't leave a message. Thank you!

Please create a way for us to access clients trips in mobile view so we do not have to duplicate the trip or add ourselves to the trip.

It would be nice if there was at least a small thumbnail image for each item on the itinerary to make it easier to visually differentiate between the items. Also none of the formatting we put into the itinerary shows up in the app such as highlighting important reminders or changing the colors to make a link stand out. Also videos only show up as a link that says link to video without any idea of what the video is.

Would like to see a calendar view of all upcoming trips!