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Episode Overview This week's Flight Path brings hosts David Shull (CEO and Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) through one of the biggest update weeks yet. The headline is a full rework of email in Tern: CC and BCC support, a wider recipient picker that is…
Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Brad Turner (Head of Design) walk through a stacked update week: trips can now automatically move between statuses like traveling and traveled based on trip dates, a new Planned Bookings report makes it easy to audit anything t…
Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Katie Williams (COO) recap this week's agency owner webinar and dig into why Tern is building its own general ledger and payment infrastructure instead of integrating with QuickBooks. They cover what's live in closed beta now, …
Episode OverviewDavid Shull (CEO, Co-Founder), Molly Johnson (Head of Product), and Brad Turner (Head of Design) open Flight Path's first full week of the Back to Basics campaign, the product push sparked by advisor feedback in the Facebook community. The team walks through a run of advisor-side fi…
Episode OverviewDavid Shull (CEO), Molly Johnson (Head of Product), and Katie Williams (COO) recap this week's agency owner webinar and dig into why Tern is building its own general ledger and payment infrastructure instead of integrating with QuickBooks. They cover what's live in closed beta now, …
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