Create a Notification Center | Tern Feature Requests

Create a Notification Center

under review

Golden poppy Amphibian

A way that advisors can see notifications in real time in-app (without having to go to email).

This would let advisors see when clients or others complete key tasks in the system.

Created by David Shull

July 14, 2024

Zaffre Gopher

I'd love to see an icon on the top right for notifications like tasks due, client opened/reviewed proposal, etc... I don't like how I have to manually go to tasks or calendar to see my to dos.

David Shull

Merged in a post:

Notifications

Xenon Stingray

I would love to see a notification 'dot' when there's a new notification on a trip. New authorization, new email, etc

August 7, 2026

David Shull

Merged in a post:

Notification for when a client views an itinerary

Gossamer Hummingbird

I would like to receive a notification when a client views their itinerary. This feature would help me track client engagement more effectively and ensure timely follow-ups.

April 1, 2026

Primary Pinniped

Yes

Nickel Silverfish

I would love this to be tracked under the "Activity" Section of the trip so I can see when a client viewed the itinerary/how often and if they clicked on any of the links in the itinerary to understand engagement.

Ken Ducusin

I am collaborating with another agent, and we are looking for a way to notify each other that we have updated a note and need the other person's feedback. We have been using Loom video and embedding them in the notes, but it would be cool to get a notification if a person is tagged in a note, or when a task gets completed>
Currently, I'm working with my collaborator to gather pricing for some components on an FIT. Since I'm handling all client communication, we need to exchange emails or texts whenever we have questions or updates on task completion.
This request is a little more specific to notifications when collaborating with another agent.

Persimmon Cricket

Yess I would love a notification center and would also love the option to turn on notifications when a task is completed by a collaborator as well! This would greatly help me when working with another agent on a trip.

Kelp Bear

Stopping by again to stress the urgency of this request, especially with Groups. Currently, I must open each individual sub-trip to identify when an action is pending or overdue (requests for selections or payments).

Autopilot

Merged in a post:

Notifications

Equivalent Antlion

We need a notification icon (kind of like FB does with the bell) where there is a list of things that clients have responded to such like: 
*Smith chose an option
*Janz authorized payment
*Brooks approved trip, etc. 
It would save time to just have a quick reference instead of just the emails.

April 10, 2025

Lagoon Quail

And it would be great to have an "authorized" tab to see all open authorizations not yet paid and completed.

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