Tern Product Feedback
Roadmap
Feedback

Roadmap

Under Review

Email functions
Tern Feature Requests
API integration with task management
Tern Feature Requests
Printing forms
Tern Feature Requests
Native Integration for Zoom w/ Scheduler
Tern Feature Requests
Allow Advisors to indicate they are licensed to sell travel insurance
Tern Feature Requests
Zapier Integration: Contacts
Tern Feature Requests
Accessibility Needs
Tern Feature Requests
Transportation template separate from activities template
Tern Feature Requests
Hotel template separate from “activities template”
Tern Feature Requests
Options for PDF itinerary
Tern Feature Requests
Supplier Profiles Visible to Clients
Tern Feature Requests
Map View for Clients
Tern Feature Requests
Export responses from forms
Tern Feature Requests
Allow date changes when using AI to input itinerary info
Tern Feature Requests
Save Commission Rates by Supplier
Tern Feature Requests
Easy Navigation of Clients Trip Change Requests & Comments
Tern Feature Requests
A way to automate new leads in Tern from emails, facebook, website
Tern Feature Requests
More streamlined navigation in Tern
Tern Feature Requests
Add conditional logic to forms in Tern
Tern Feature Requests
Support Cruise Tours
Tern Feature Requests
Date based reoccurring automations (e.g. every month)
Tern Feature Requests
Send Email when Marking something Paid
Tern Feature Requests
Show Recently Added Section to Trip Itinerary when Client Reloads Itinerary & Option to have client approve something after initial approval
Tern Feature Requests
Chat Functionality between Agents and Clients
Tern Feature Requests
Allow Agents to Select Trip Cover Photo from Itinerary
Tern Feature Requests

Planned

Itinerary Open Tracking
Tern Feature Requests
Copy parts of address, not entire address at once
Tern Feature Requests
True Email CC and BCC
Tern Feature Requests
Need bcc on emails!
Tern Feature Requests
Create a field on the group overview visible to advisors only where we can store the group booking number.
Tern Feature Requests
Two Insurance Policies for One Trip
Tern Feature Requests
Travel Insurance
Tern Feature Requests

In Progress

Travel Insured International
Tern Feature Requests
Ability to add multiple activities from library at same time
Tern Feature Requests
Tuning for the AI assist
Tern Feature Requests
Powered by Canny