Welcome back, Tern community! Excited to share all the latest updates from the past week 🙂
We've introduced activity template sharing, marking an exciting milestone for Tern. Now, you can share activities with specific people via email, with your agency/communities, or with the broader Tern community. You can also make your templates public to share them via a link! Advisors will still need a Tern account to fully access and use your templates.
We've also rolled out a new way to create and share content within communities on Tern. You can set up your own subgroups, making it easy to share templates and content with select people. Whether you're a specialty content creator or just have a group of advisors you collaborate with, these new community features will let you easily share content with each other.
While activity template sharing is live, other library items like itinerary templates, forms, emails, tasks, and workflows will be available to share soon. Stay tuned for these updates in the next week or two!
Learn more about everything that we’ve released, and everything coming soon, here.
We've added a travel start date field to help you project sales and commissions for specific months.
The dashboard now supports multiple currencies. If your default currency isn’t U.S. dollars, all numbers will be automatically converted to your chosen currency.
Reporting is part of our open beta for Tern agencies. To learn more about our Agency roadmap and request beta access, click here.
That's all for this week! Keep your feedback coming, and we'll see you next week with more updates.