Overview:
In this packed episode, David, Brad, and Molly discuss a series of important feature updates and improvements based on user feedback. They cover updates on commission reporting, trip board sorting, date localization, and cruise notification emails, among other features. They also dive into behind-the-scenes insights on prioritization and product development at Tern, before teasing upcoming vacation plans for Brad and Molly.
Key Topics:
- Commission Reporting Updates (05:26)
- Advisors can now track gross sales, expected commission, and earnings with powerful reporting features. Tips on how to make the most of these tools are shared.
- Trip Board Sorting Feature (10:23)
- Long-requested feature allowing users to automatically sort trips by dates, recent updates, or alphabetically within columns. Huge shout-out to Zach for building it in record time.
- Date Localization and Format Improvements (14:40)
- New date formatting based on language settings in browsers ensures users around the world see dates in formats familiar to them. Insights into how the team tackled this technical challenge.
- Cruise Notification Email Improvements (22:53)
- Adjustments to the cruise itinerary update emails: now sent during more convenient hours and limited to relevant itineraries. Future improvements to cruise auto-updates teased.
- Supplier Database Clean-up (26:15)
- Over 300 duplicate suppliers were merged, including a significant update to Marriott listings. Improved search results and deduplication will enhance the user experience.
- AI Improvements in Date Handling (29:53)
- Tweaks to AI parsing to avoid errors like adding outdated or irrelevant dates from imported content. Improved handling of dates ensures smoother trip planning using AI tools.
Fun Segment - What’s Next for Brad & Molly? (34:52)
- Brad is heading to Norway and Denmark for a 10-day trip with his partner’s family.
- Molly is planning a relaxing getaway to Park City, Utah, with her husband before welcoming their second child.
Closing Notes:
David hints at next week’s special episode with the founding team, where they’ll discuss Tern’s story and answer listener questions. Subscribe and send in any questions you want covered!
CTA: Don’t forget to like and subscribe to the podcast on YouTube or Spotify. Let us know your questions in the comments!
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