Front dashboard screen with calendar for due dates, tasks, and birthdates
complete
Brad Turner
Merged in a post:
Dashboard View
B
Binding Crayfish
From the trips dashboard, is there a way to add a column for upcoming payments and past due payments? While I understand tasks are sent to remind me, just having that as a quick viewable item which I see every time I login, would be helpful and keeps me aware of what’s upcoming or missed/late so I can easily bother clients. :)
Brad Turner
Merged in a post:
Dashboard
B
Balanced Chameleon
I would love a front dashboard screen instead of defaulting to the trips screen. Someplace with a quick list of upcoming trips by date, TASKS DUE by date, authorizations submitted, basically any new notifications to show up right in front of my face so I can't miss them. I am new to Tern and finding the tasks due and authorization things really hard to find. I was previously with TESS, and although I found it to be very antiquated, I did love their dashboard screen, with an icon in the corner that would turn red for new notifications. The reporting charts and graphs were also fantastic. I have attached a screenshot.
A
Autonomous Echidna
Can we add a spot to show that an authorized payment is pending? I had to create a task to show me when a client authorizes a payment. It would be wonderful if we were alerted on the dashboard.
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Ivory Bear
Loving it & how you guys listen to our feedback! So appreciated!
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Molly Johnson
marked this post as
complete
Our new dashboard is now in beta. Excited to hear what you think! https://help.tern.travel/en/articles/12233067-home-dashboard-in-beta
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Bisque Dinosaur
Molly Johnson The update is incredible!!!! It's so much better than I imagined. Having payments due and active authorizations at our fingertips is a game changer!! I also love that we can customize which modules are shown. Thank you!!!!!
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Fuzzy Bison
LOVE THE NEW UPDATE!
A few suggestions with it now that it's beta launched. Only show one instance of a couple's anniversary. If we have the relationship marked in the contacts and they both have the date marked in contacts, it should show John & Jane Doe's Anniversary instead of Anniversary for John Doe and Anniversary for Jane Doe.
Now we just need a way to link it to our Google or Outlook Calendars and have options set in the subscribed calendar for what we want to show. :)
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Venetian red Prawn
A hub for new notifications, tasks overdue and coming due, new emails, upcoming items, etc.
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Nearby Marten
Agreed, I used this dashboard so much!
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Kelp Bear
I'd love to have a widget that shows us Upcoming Birthdays and Anniversaries. It would be great if we could customize or if a widget also allowed us to see Milestones such as people turning 50, 60, etc and same for anniversaries. Great to see upcoming marketing opportunities. Allow us to specify range such as upcoming in 12, 18, or 24 months.
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Amaranth Muskox
Would love if there was a countdown on the dashboard as well!
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