Supplier Information/Profile Storage
P
Persimmon orange Wildfowl
We’d love a Supplier Library option. This would be a personal, internal collection of suppliers that we build and maintain ourselves (starting with our preferred partners). Each supplier entry would include our primary contact, their concierge/support information (including the concierge guide and contact email), and space for internal notes so our team can quickly reference key details in one place.
O
Okay Coral
This should also include a space for the suppliers website/TA login in page and password info!!
M
Many Prawn
I think they are wanting agency suppliers managed at the agent level. Not sure this is possible for an individual agent and it might actually complicate the preferred partners listed by the agency. Thoughts Molly Johnson
M
Molly Johnson
Many Prawn I do think this is something we'd add if there is enough interest! We'll definitely have to think through cases of the agency already having this set up, but letting advisors w/out an agency or whose agency isn't on Tern better manage is super useful!
Q
Quasar blue Otter
You can do all that in the Agency Supplier list. I even add a check mark to the suppliers that are preferred through our consortia.
F
Funny Crocodile
Does the Agency Suppliers in the Library take care of this for you?