Contacts
Articles about the contacts (CRM) functionality in Tern
By Ellen and 7 others8 authors12 articles
- Adding a New Contact in TernCheck out this article for a step-by-step walkthrough on how to add new contacts into Tern.
- Linking a note to a contact or tripEach note in Tern can be linked to one contact and one trip. Learn how to add, change, or remove these associations from the note drawer.
- Documents in ContactsThis article walks through how to upload, edit, and delete documents from a contact record.
- Notes on Contacts'Notes' are digital sticky notes for you to store information on your contact records. Here you'll add, edit or delete notes.
- Activity Tracking in TernAn overview of what activities are tracked in Tern
- The 'About' Tab and Managing Contacts: Uploading and Editing Contact InformationOn the 'About' tab within Contacts, you can edit your contact record to include rich profile context about that individual.
- How to add Contact Tags and use Automation to Auto Apply Workflows for specific tags.Add Contact tags to help you better organize your contacts, and auto enable a workflow triggered by a specific tag.
- How can I store my client's visa information?The best practice today is to store the visa information as a note or as a document on the contact profile.
- Import Agency ContactsLearn how to import contacts to your agency
- Contact Workflows and AutomationsAutomatically Send Client Emails for Birthdays, Anniversaries, and Passport Expiration
- How to find and merge duplicate contactsFind and merge duplicate contacts in Tern — either from the duplicates page or directly from a contact you own. Merging combines all associated data (emails, phone numbers, trips, forms,…
- Exporting Contacts with passport data to CSVHow to export your Tern contacts as a CSV file, including the full list of columns and how passport data is selected.