You can start a new email from three places in Tern, and where you start decides what's already filled in for you.
What changed
The Emails tab in the top navigation now has a New email button. Before, you could only start a new email from inside a trip or a contact, and the Emails tab was for reading and replying only. Now you can compose a brand new email straight from the Emails tab without opening a trip or contact first.
Note: Depending on your account, this tab may be labeled Inbox instead of Emails.
Where you can start a new email
Each starting point comes with its own context:
From the Emails tab (top navigation): a blank email that is not tied to any trip or contact.
From a contact: an email that starts addressed to that contact.
From a trip's Emails tab: an email to the trip's travelers, tracked on that trip.
Once the composer opens, choosing recipients and using To, Cc, Bcc, and Send separately works the same in all three places. See Choosing email recipients: To, Cc, Bcc, and separate threads.
Starting from the Emails tab
Go to Emails in the top navigation.
Click New email in the top right. A New email window opens.
Add your recipients. No one is filled in for you. Type at least one character, then pick any contact you own, a contact shared with you, or type any email address.
Write your email and click Send.
Note: An email you start from the Emails tab is not linked to a trip or a contact. It stays in your inbox on its own. If you want the email tracked on a trip, start it from that trip's Emails tab instead.
Starting from a contact
Go to the Contacts tab, open the contact you'd like to send an email to and click Email.
Add your recipients and compose the message. Click Send. The contact is already in the To field.
Add more recipients if you need them, including Cc and Bcc, then send. The email appears in that contact's Emails tab.
Starting from a trip
Open the trip and go to the Emails tab.
Click New email. On a group trip, click Email all travelers to email everyone at once.
Choose your recipients. On an individual trip the To field starts empty, and the trip's travelers appear first in the list. On a group trip, all travelers with an email address are added for you.
Write your email and send.
Note: Emails you start from a trip are automatically tracked on that trip's Emails tab.
Who can use it
Available to all advisors. Cc, Bcc, and Send separately require a connected email inbox. If your inbox isn't connected, those options don't appear. See Trouble Sending Emails? How to Reconnect Your Email with the Right Settings.
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