Richard Kennett
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Activity overview
Latest activity by Richard Kennett-
Richard Kennett commented,
I love the update! The new interface feels fresh and is enjoyable to use. I do not agree with most of the comments regarding color, but realize it would be good for users to be able to choose and c...
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Richard Kennett created a post,
Automatically importing data between Podio apps
Hi all I run three streaming studios. We have a "Sales" app. When a sale is made, the planning is continued in a "Booking app". This is because the pre-sale process is different to the post-sale. I...
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Richard Kennett commented,
Aha. Thanks Bill! I'll try that.
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Richard Kennett created a post,
How do I identify the right contact in a multiple contact situation?
I have a number of large corporations as clients, with multiple contact persons at each corporation. Occasionally I will have four different assignments under way at the same time from four differe...
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Richard Kennett commented,
Thanks for your reply, but it doesn't really answer the question. As I mentioned in my original post, Podio is missing a great number of obvious functions - and seems to have done so for a number o...
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Richard Kennett commented,
I've figured it out (I think). It seems that a relationship between two apps can only connect to the first column in each app. I've also learnt that one cannot create a filter of a text field, and ...
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Richard Kennett created a post,
Is Podio still developing its product, or has the development team moved on?
I am currently reviewing the Podio solution. The more I learn (and read on the help pages) the more I realize that a number of obvious functions are missing - and have been missing for a number of ...
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Richard Kennett created a post,
Connect via Relationship to a specific column?
Is it not possible to connect a Relationship with a text column? I have a column titled "Event" which describes the event that Client wants help with to organize. When the lead becomes an order I w...
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Richard Kennett commented,
Thanks Bill! I sorted it by following your advice. It takes a while to figure out the logic… Now all I need to figure out is how I invite and share an app with coworkers without them seeing confide...
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Richard Kennett commented,
Hi. Yes I do. In Clients I have Organisations and Contact Persons that I am trying to create a relationship with Pipeline. However when I create a new lead I can only fill in the name of the Organi...