Post

1 follower Follow
0
Avatar

How to differentiate contacts with same name

My client is health institution and is tracking users By Name and Surnae, I am building an app for them where from LEAD we need to have a contact that is at some point becoming a patient. If i want to add this new Client/Patient is there possibility to differentiate them. Using CONTACTS building block, or what would you propose as solution.

Antonio Meić

Please sign in to leave a comment.

1 comment

0
Avatar

Hey Antonio

I would use a category field to mark the contact as "new lead" or "patient". You can modify your app to add a category field: https://help.podio.com/entries/21658282-modifying-an-app

Then you can create filter and save a view to structure leads from patients if you like.

Here's how you create filter and reports:

https://help.podio.com/entries/21713277-using-filters-and-reports

Can this help you?

//Sara - Podio

Sara Høeg Højlund-Rasmussen 0 votes