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Updated about 7 years ago,
Podio Question for Podio Users
So I've been using Zoho for a while but have heard a lot about Podio. As part of attending Extreme Freedom 2017 I was able to get Sean Terry's Podio App. It's pretty cool and thinking about switching over to Podio as it's much cheaper but I have one sticking point.
In Zoho I can filter and create reports of only the columns I want and export them to Excel.
In Podio it appears when you export a list, say sellers for example, it exports all the fields and there is not way to filter and export only the fields you want. I looked online and could not find a way to do that.
Example I only want Sellers name, property address, mailing address for a mailing list and don't want the rest of the fields in the seller lead like bedrooms bathrooms motivation level, etc.
Does any Podio users know how to do that?
I know I can export everything and just delete what I don't want, but I don't want to have to go through the effort. I'm trying to find things to make things easier and less time consuming and not things that add more steps.
Thx Robert
@ Sean Terry