Email functions
under review
I
Imperial red Koala
I would love if Tern could pull in emails and assign them to trips or contacts based on their email addresses or trip identifier/group code/booking number. I am missing a lot of important emails from clients and , suppliers because the name is not in the subject. For record keeping purposes, it would be more encompassing if the system could capture by contacts’ email or identifying booking number. Another option could be if we cc our unique email with tern, so that tern could then ‘file’ that particular email based on one of the identifiers listed.
E
Effective Goat
Excellent news that this is under review as I am losing my mind and I am just about to disconnect my inbox and reconnect it to quickly archive /delete emails in my inbox. As doing it one by one is not a good use of my time each morning.
Recently Fin the Ternbot - comment to my question about how when I delete emails in my mailbox they still appear in TERN:
++++RESPONSE +++++
Deleting emails in your external email client doesn't delete them in Tern.
When you connect your email to Tern, the emails sync independently. Changes you make in your email client (like deleting or moving to trash) don't affect what shows in Tern's inbox.
To remove emails from Tern, you need to archive them within Tern itself. Archived emails are automatically deleted from Tern after one week.
The quickest way to handle this is to archive emails in batches from your Tern inbox. When you archive them, they'll automatically delete after one week.
For future reference, when you connect your email account, Tern only syncs new emails going forward, not your entire email history. This prevents the same issue from happening again.
C
Charcoal grey Quail
OMG YES! I am sick and tired of spending 20-30 mins a day! Yes I said a day cleaning up my inbox in Tern! It is slow and annoying.
A
Amaranth Marmot
can we add folders to emails as well?
B
Burnt sienna Pinniped
Would also love for email drafts to autosave so that you can click away from the email and come back to it later.
N
Neighbouring Wolverine
Burnt sienna Pinniped yes!
A
Above Chicken
Supplier - I would love to have e mails to be able to be sent to suppliers related to a specific trip for example transfer confirmations etc
I
Imperial red Koala
I understand that emails are deleted after a set period of time and when the trip is archived. Since, we often need records for disputes etc after the client has travelled, in addition, to records for cancelled reservations prior to travel with possible travel credit applied, is it possible to save the correspondence such as emails to the notes automatically that can be archived with the trip?
R
Remarkable Chipmunk
And also it would be great if Tern only brought in emails for contacts already inTern or that are assigned a label or status for example to keep things organized and uncluttered. Or for example if we have an email that we receive from a potential client not yet in Tern, we could forward it to a unique forwarding address (not uncommon in CRM products) that would then create a contact with the email. Thinking even one step ahead, we could then create an automation for example to send out a contact update form for the contact to fill in the rest of their data. That would be a huge time saver.
I am sure the intention is not to build full email management functionality into Tern, so it would be great if the messages brought in were only the relevant ones.
G
Glorious Flamingo
I also would like to be able to search my inbox outside of the subject line. Like if I'm looking for a hotel confirmation, I want to be able to search by confirmation number or client name - these aren't always in the subject line.
L
Lichen Cricket
I would love the ability to mass email or select multiple contacts to send same email to
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