Contact-like App Reference

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23 comments

  • Casper Fabricius

    That's not possible right now, but we already have it on our list of things we would like to improve.

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  • Linus Wiklander

    I'm also curious about the plans for this feature.

    Since I first found Podio ~2 years ago it has been the only thing that is keeping us from migrating our CRM to Podio.

    I want to be able to create a new lead straight away, and create new companies and contacts directly from the lead page. Without having to pause and first add content in other pages in the process, if it turns out the company is not already in the system. Or start creating a new company and add contacts from within that page.

    I think a feature like this would make the experience much smoother.

    I'll keep checking now and then.

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  • Joshua Baker

    Yep I agree, Is the only major floor in using podio. 

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  • Jason Brewer

    +1

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  • Anthony Viaene

    +1

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  • Severin Zenklusen
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  • Andreas Haugstrup Pedersen

    Still on our list of things to do, I'm afraid :)

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  • Luke Abell

    Would love this!

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  • Severin Zenklusen

     

     

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  • Alexander Vikulin

    I really-really would love to see that feature! Please!!!!!!!!

    It is especially useful for referenced app fields that are used in calculated fields. Say I have a customers and a payments apps. If I want a calculated "total paid" field in the customers app I must explicitly add payments app reference field to customers and once I add a payment I must also open that customer and add that payment there too. That's double the administrative work and a huge scope for errors. If I could add payments from withing a customer it would make it perfect!

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  • Frank Orlando

    This is absolutely imperative! :) 

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  • Winston Lewinsmith

    It's a feature I'm on the lookout for too. Beautiful work so far. This is probably the nicest system I've seen. 

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  • Landin McSorley

    Yes, any update on this?  This would be a great feature for work flow.  

    Were thinking of using this for many features including a IT ticket system where Users and Devices are separate apps that are referenced.  When taking a tech call and creating a ticket it would be extremely helpful if it would create these via the reference or even open a new window that we can create the item in.

    A little scary that this has been sitting open for so long.  Very excited on how everything else is working and looks.  Also the mobile app on iOS is great.

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  • Mike Cahn

    any update?

     

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  • Riël Notermans

    This would really add up to the functoinality, because we could create referenced items this way. In our podio setup it is the number 1 thing missing! 

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  • Russ Johns

    Any updates to this feature?  I really want to add the app reference and have it operate like the contact features in the contact app.  +Add New Contact in he drop down list and have in be a CRM contact not a workspace member  

    Thanks and look forward to positive updates. 

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  • Johan Vosloo

    +1

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  • Christopher Bristow

    This is not the only thread where this is mentioned. It's an obvious core functionality and it's been on the list for years. I'm fed up trying to get colleagues to use Podio without this function - too many questions for me on why isn't this name showing because I assigned person X to companyA...

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  • Guillaume

    I'm a new user and already would love this functionnality.
    By the way, the framework is great.

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  • Severin Zenklusen
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  • Eric Dickens

    +1 for me as well.

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  • Cheryl Mikel

    +1 also. Seems this should be on the top of the stack.

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  • Ryan Lapinid

    +1 While adding a deal and having to leave the window to add a client to associate to the deal is a bit long. Would much prefer if it was all done in one single window.

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