Hello Podio Community!
I come from using Insightly for more than 2 years for my startup company and I'm currently moving to Podio because it offers more versatility and covers a broader range of our challenges.
As I am in charge of Marketing and Sales, I would like to have any encounter with our valuable clients (phone calls, emails, meetings on trade fairs etc.) documented with as little effort as possible.
I set up an app that handles my documentation and where I can establish the relationships of that item with companies, the person I talked to and the deal opportunites. Great! I managed to complete it in 10 minutes!
Now I have this problem:
when looking at a contact, a company or an opportunity I would like to have the recent history of the documented talks/meetings etc. - I know that the activity box will display it somehow but that information would be cluttered with all the other updates to the person/company/deal that was not about communication.
Can anyone tell me how I can include a "relationship" field into the templates that automatically queries the related content from my documentation app?
That would be a great help to me and make our work much more efficient (especially if I could then generate a report from a trade fair with all the person- and company related documentation in it - I don't even dare dreaming of that :P)
Cheers from Munich, Germany!
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