How to automatically display related items in a contact?
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!
The code depends on several criteria, so it is hard to describe what you've to do without knowing the details of the relationships and the fields you want to be shown in your "History" field. In general you can pull the wanted data by using `@all of wanted field name`. A very short overview what calculation fields can do you find here (look also into the pdf which is attached to that help article)
You would need to have a relationship field in your meetings and other apps where you keep track of client related activities. This relationship field would point to the contact app. At the bottom of each contact item, you'd then see all the related items. I would recommend you to have one "mother app" where you can get an overview of all the related activities (related opportunity, company, meetings, etc.).
The great thing is that you can also customise the relationship badge, so you could show the most relevant information on it: https://help.podio.com/hc/en-us/articles/208195878-Reference-badges-customise-what-related-items-look-like
I hope this helps!
//Kinga - Podio
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