Tern Feature Requests

When entering passport information, the birthday field in the passport section does not automatically update the birthday in the personal information section. Please have them update each other if one is filled out.

There are a lot of duplicate entries for the same resort/hotels. Please merge and create a master list.If a new resort is need a support ticket can be created and routed to Tern's Master Data Management (MDM) employee. Example: Today if you search for "Disney Caribbean Beach" - there are three entries.

This information is already in Tern, but you have to click into each Contact to get to the information. Having this data point readily accessible on the main Contacts display view, saves a click and time. This is especially really helpful for knowing the kids ages, which is pretty needed for every type of booking.

There needs to be a better way to select permissions for each traveler. Travelers need to see documents (tickets, QR Codes, confirmations) but not the pricing field. If I select Full Access clients can see everything. If I select Limited Access, clients can still see pricing, but not the necessary documents. There is no way to remove pricing from view. I had clients traveling under limited access that didn't have the ability to view tickets to tours. There needs to be a more detailed way for advisors to choose which components travelers can see and it needs to be clear in the permissions module so we know what clients might not have access to while traveling.

It would be amazing to have a box that we could add notes regarding a payment. Even better would be if we could choose whether this box is visible to traveler. For instance, not all payments that come in are processed via credit card. Some suppliers allow the client to make a payment or they have used a check. Having a place to keep these notes when we select "paid" or "booked" would really help!

Would love to see flight or train duration on the itinerary. This would be very helpful if clients are traveling between time zones and want to know how long the flight will actually take. For example: client’s first time traveling overseas and has a red eye flight leaving from JFK (5:50pm ET) arriving at LHR (6:20am BST). In addition to the flight times, show the flight length is “7h 30m” so clients don’t assume it is a 30min flight.

Allow us to create travel insurance templates of commonly used insurance plans so that we don't have to manually enter it every time.

Many clients prefer communicating via WhatsApp. It would be helpful to have an option where clicking on the agent's phone number links directly to WhatsApp, rather than initiating a call. This would streamline communication and cater to client preferences.

I have two guests with the same legal name, and using their preferred names would make it easier to distinguish them in itineraries. Currently, the preferred name only appears in emails, not in itineraries. It would be great if preferred names could be displayed in itineraries to avoid confusion and improve clarity.

I need a way to automate tasks or send emails specifically when I manually mark a payment as paid. Currently, there are triggers for 'Client Authorizes Payment' and 'Payment Due Date,' but not for 'mark as paid.' It would be beneficial to have this trigger to streamline my workflow and ensure timely communication with clients.