Tern
Go to https://app.tern.travel
1. On the top navigation bar, click on 'Contacts'
You first need to access the contact record you're looking to edit. You'll do that by clicking on the 'Contacts' tab on the top navigation bar.
2. Next, select the contact record you're looking to edit and click into the contact
Note: you can use the search box to type in the name of the person you're looking for, for faster results.
3. Once you're in that contact record, it will automatically direct you first to the 'About' tab for that contact
This is where you'll house rich context on that contact. We recommend storing as much detail as possible within these records. Over time, you'll be able to use these fields for marketing, outreach (eg: birthday notes!), etc.
4. Upload a profile picture for this contact
If you have one, upload a contact photo by clicking the very center of the circle with their initials to personalize their page. Choose an image from your computer and it saves automatically. There's no separate Save button.
To change a contact's photo, click the photo again and choose a different image. The new image replaces the old one.
Note: You can't remove a contact's photo yourself, but you can replace it with a different image. If you need a photo removed so the contact shows their initials again, message our Support team with the contact's name and we'll remove it for you.
5. Edit the contact's personal information by clicking the 'Edit' button to the right to transform these fields to an editable state
Note: you'll rinse and repeat this 'Edit' process for:
Contact information
Preferences (Activities & Interests and Food & Drink Preferences)
Other Travel Preferences will offer dropdown options
Key Travel Information
Loyalty Programs
Addresses
6. Click 'Save' when you're finished
