Below you'll find a list of all posts that have been categorized as “Podio”
I’m always on the lookout for tools, techniques or hacks to help automate something in my business. This usually relates to Podio directory and this “hack” can certainly be used to improve a Podio process. What I’m talking about is a Bookmarklet. What is a Bookmarklet? It is simply a bookmark that instead of having an Link (webpage address) behind it, it has JavaScript code that does something. To me it’s exactly like a Macro in Microsoft Office. Now, I …
Over the years I’ve heard how many of my blog readers try to create their Podio workspaces based off of all the videos I’ve published for various tutorials. That has all changed now! While I can’t give it away for free (it took me WAY to long develop this), it is very reasonably priced at $50. Here is what it includes. Doing this is really not possible because many times I just created test workspaces to create those tutorials. Some …
There are certain things in Podio that annoy the crap out of me. One of those such things is the Navigation areas. Both the App Navbar and the Workspace navigation slideout area. Generally they are fine, but when you start dealing with multiple Workspaces and 10 plus Apps things get a little awkward. The Workspace menu only shows the 4 or 5 most viewed spaces. To get to others you have to click on “view more”. The App Navbar can …
In the last article I wrote about how you can easily Backup your Podio App data into a MySQL Databse. Like I mentioned in that article, there are advantages to having your data in a MySQL Database. One of those huge advantages is reporting. We all know Podio’s reporting capabilities are limited at best, so now we have options! I haven’t explored all the options out there just yet but I have found one that is good and simple to …
This will probably be one of the more challenging articles I have written. The difficulty will be in guiding people through the different technologies in order to get this immensely useful functionality implemented for us Podio users. Being able to backup and access your Podio data for reporting, exporting and searching is invaluable. These things are very difficult to do in Podio as your workspaces get more complicated with Apps linking to each other all over the place. Plus the …
One issue that does not really have a perfect solution is preventing duplicate leads in an app. I run into this problem on occasion with leads that come from my websites. Also from time to time from leads lists that I import. In this article I’ll go over the possible solutions and the problems each one has. The concept of keeping duplicate leads out of your Podio App is simple one. Any property with the same address as a current lead …