Brandon Hall
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Activity overview
Latest activity by Brandon Hall-
Brandon Hall commented,
My work around was to create a "First Name" then a "Last Name" field and then have a calculation field that combines them. I use the combined calculation field for my high level views, but I always...
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Brandon Hall commented,
How would I do that? I use Globiflow heavily but am not sure how to trigger globiflow to recognize an incoming email and post it to the correct client's account.
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Brandon Hall commented,
When I "email to app" will Podio place the email in the right client's item?
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Brandon Hall commented,
Ah that second step was the one I wasn't clear on. Thank you. Follow-up question - is this feasible for someone with 200 clients? I'd essentially need to create 200 filters for me, and then 200 fil...
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Brandon Hall commented,
I don't really understand how it will work to be honest. The Podio tutorials aren't great with Email to Item and Email to app.
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Brandon Hall created a post,
Can Gmail Emails Update Podio Items?
Hello! I am a CPA and use Podio as my CRM and Project management platform. I'm currently looking for a way to update a client's Podio item if they send me an email or if I send them an email. For i...
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Brandon Hall commented,
Thanks Bill, that is exactly what I'm looking for.
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Brandon Hall created a post,
Migrating App Data to New Workspace
Hello! I am hiring a contractor and would like to set up a contractor-specific workspace. I'd like the apps to mirrior each other in the contractor-specific workspace and my workspace. I can code t...
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Brandon Hall created a post,
Managing Members Within Workspaces
Hello! I'm hiring a contractor and am wondering if I can invite them to a workspace and give them access to a select number of apps within that workspace rather than all of the apps. Any way to get...
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Brandon Hall created a post,
Reference only pulling first name of customer
I'm brand new to Podio and coding in general, so I may not fully understand the answers to my question, but I'll try! I have a "Deals" app that references a "Clients" app. In my Deals app, I have r...