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?

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.

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.

I would love the ability to mass email or select multiple contacts to send same email to

Please allow for email scheduling - I draft emails at the beginning of a workflow and they are custom but I don't want to send them until later in the process.

Please also add BCC I need to BCC hubspot so that all of my correspondence is recorded on a contact.

Please show the CC on the emails. My clients keep thinking that i only emailed one person and forwarding each other every email, when in reality i sent to all but it just doesn't show the client that. Makes me look bad and just unnecessary as well

We need to add CC, Also if a client leaves a comment in the itianery can the message ith the activity log say look at the email list to fine the comment.

Need also a search function not just the subject line but names as well.

Need a draft function. And we need a way to update the template or create a new template when I am in a email.