Podio Quick Trick: Better App Navigation

Scott Costello All, Blog, Featured

From the first time using Podio I noticed that the navigation from App to App, Item to Item is not very intuitive. That also goes for moving about in a long app form. In a prior blog post, I showed you how to create section headers using the calculations fields. While that tip helped break up the form, it still would be nice to be able to more quickly get to a section you want. In this post, I’m going …

Podio Tutorial: Navigation Menu

Scott Costello Podio, Tutorial 40 Comments

In this tutorial I’m going to expand on the Jump Link trick I showed you in a previous post. I discovered this trick because I was looking for a way to more easily find fields on a Podio App form that had a lot of fields. That trick lead me to create a navigation menu that consisted of Jump Links.  Each one of those links would bring me to a section header (Create those here). Here is an example of …

Podio Quick Tip – Getting Address Info from Google Maps

Scott Costello All, Blog, Featured 30 Comments

As I've setup my Podio systems and processes I've come about situations where I need to have a full address string (123 Main St, Somecity, NJ 07981) and other times where I've needed only parts of the address...like just the city or the County that the property is in. So the question is, should I have my address field as a single line Location field in Podio or have multiple fields for each part of an address? I know the ...

Beta 5 – Tutorial #5: Exporting Leads To Excel

Scott Costello All, Blog Leave a Comment

Tutorial #5: Exporting Leads to Excel On occasion you’ll need to export some of your leads.  You may need to upload mailing addresses into Click2Mail.com or send them off to the person answering your calls.  What ever the reason, Beta 5 can easily create this export for you. The Quick… Check the selection box for each lead you’d like to export.  To select them all, select ‘Select All…’ under the ‘Action’ menu Under the ‘Action’ menu, click ‘Export Selected’ and …

Beta 5 – Tutorial #4: Deleting Lists and Leads

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Tutorial #4: Deleting Lists and Leads With out a doubt, while organizing your leads, you’ll come to a situation where you want to delete one of them or even an entire list from the system.  In this video I will show you how to quickly and easily delete what you want. The Quick…. Delete Leads Check the selection box for the lead(s) you wish to delete.  If you want to delete all the leads, click the ‘Action’ menu and select …