Contacts
Articles about the contacts (CRM) functionality in Tern
Adding a New Contact in TernCheck out this article for a step-by-step walkthrough on how to add new contacts into Tern.
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
Signature IntegrationHow to enable your Signature Integration