Tim Strafford-Taylor

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Latest activity by Tim Strafford-Taylor

  • Tim Strafford-Taylor commented,

    1. Using Podio
    2. Using apps
    3. Views, filters and reports

    I'm in a very similar position here as per above. The Excel "solution" does work, but is hardly a production solution. I've been in touch with a developer about using the API to code something, but...

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    • Tim Strafford-Taylor
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  • Tim Strafford-Taylor commented,

    1. Using Podio
    2. Using apps
    3. Views, filters and reports

    @Sara - thanks. I had a feeling you were going to say that :( I have put in quite a few queroes about reporting. My associates love the tool to support their operational needs, but a little more th...

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    • Tim Strafford-Taylor
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  • Tim Strafford-Taylor commented,

    1. Using Podio
    2. Using apps
    3. Views, filters and reports

    Hi. Is it possible to clone/copy a report/view between workspaces please?

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    • Tim Strafford-Taylor
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  • Tim Strafford-Taylor commented,

    1. Community
    2. General Discussion
    3. Master Data Table?

    This is something I am really interested in too - having set up multiple workspaces as the only way to have access control to some data (CRM type stuff - contacts leads etc), we really need to be a...

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  • Tim Strafford-Taylor commented,

    1. Community
    2. General Discussion
    3. Does it Feel Like Podio Progress Is Stalled To You?

    Excellent thread. My support for a roadmap too.

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    • Tim Strafford-Taylor
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  • Tim Strafford-Taylor commented,

    1. Community
    2. General Discussion
    3. Podio Reporting Tools

    This is real interest to me too. And on a related topic, is it possible to aggregate/consolidate data from multiple workspaces (without exporting from all and doing manually)?   @ Norbert - did y...

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    • Tim Strafford-Taylor
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  • Tim Strafford-Taylor commented,

    1. Using Podio
    2. Workspaces and organizations
    3. Structuring workspaces

    I think the permission settings are the underlying issue here - if that was better structured there would be much les need to move the workspaces around like this - these seem like work rounds for ...

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    • Tim Strafford-Taylor
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  • Tim Strafford-Taylor commented,

    1. Using Podio
    2. Workspaces and organizations
    3. Creating workspaces

    Hi. We have similar requirements - if fact I find it hard to believe most organisations don't have some requirements for managing data at the item rather than workspace level? Is this something we ...

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    • Tim Strafford-Taylor
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