How to Manage Clients in Notion (For real)

Рет қаралды 9,244

Күн бұрын

Пікірлер: 24

@orlovap Ай бұрын

32 seconds in, and I already know you're going to answer my question. Took me about 5 other videos to get here - thank you!

@HomesickMac 7 ай бұрын

This is great Josh, haven't thought of that - this deep. I did share a sub-page in a client's page and made sure they get to the level I let them reach, but this with the synced block is neat. Thank you!

@gregory_slutsky_gmd 15 күн бұрын

Love the background!

@gaby.salazar 2 ай бұрын

Thank you very much, Josh! Super clear, entertaining, & useful!👏

@devisinggood 7 ай бұрын

I REALLY like this option! Thank you for the whole walkthrough. This is so helpful. 👏🏽

@peetung 7 ай бұрын

Great video. I use a combination of this synced block trick along with your database perspectives method to create an HR system for my company. HR is essentially like clients, but you DO want your "clients" or employees to see each other and look each other up. BUT, as the business owner, I also need to maintain employee-visible sections of each person, as well as internal private HR notes for owners to see only. I'd be curious to hear what your implementation of HR system would be in Notion (I imagine hopefully it would be along the lines of what I developed after following your fantastic videos!)

@TheRomishRoad 8 ай бұрын

This is great, thanks for sharing! I think the manual step part of this is not a big deal at all. It's a simple step that has a great payoff.

@TheRomishRoad 8 ай бұрын

I'd like to add, I think I'm going to implement this into my business process. I need to collect a variety of documents from clients, and so I'm thinking I'll use Zapier to put all the docs into a Google Drive folder that I can grab all at once. In Notion, you have to download each file/media individually it looks like.

@Zakria_Asim 4 ай бұрын

Adding heart icon to the client Database was so legendry apporach😜😂 love from pakistan Josh!

@HichamAissou 2 ай бұрын

Hello Josh the the NEW Perspectives Pack template is a 404, do you have a new link to download it ?

@JoshRedd 2 ай бұрын

Thanks for letting me know! Just launched a brand new website and some of the links/pages didn't transfer. The link in the description (updated) should now work!

@0xstoney 2 ай бұрын

Anyone know of any good client tutorials for notion? This vid kind of assumes you know how to navigate and use a client data base on notion

@danielecaschera 8 ай бұрын

Thanks for the explanation! Maybe one day we'll have an easier solution in order to avoid duplication of database just for sharing externally some specific data :)

@JoshRedd 6 ай бұрын

I hope so!

@deangraham4076 8 ай бұрын

I assume I can't add any org-wide database to the client portal page? For example, the Ideas database is only used with that client. If I share anything, the client will be able to see everything. Correct?

@JoshRedd 8 ай бұрын

Depends on what you mean (and I probably should have been better at naming/showcasing things) You can add an org wide database to the "internal" side - the client page. In fact, even if you add it to the synced portal, the client can't see it unless they have access to the whole database. But if you're trying to share a partial segment of that database with the client, then no that's still not possible.

@Yeove 3 ай бұрын

@@JoshRedd That's wild it's still not a feature. Good job finding an alternative approach to it though

@joachimauster 5 ай бұрын

Interessting, but huge amount of repetitions, mainly after 15:00, not nice when watching. You also mention around 15:00 that there is a BUTTON solution, but you do NOT really show it. instead to explain again the already shown solution with Synced Block.

@thehungrydotart 2 ай бұрын

So I sat through 13 minutes of this video just to tell me to ignore everything because this won't work the way I need it?

@JoshRedd 2 ай бұрын

Still works, you just have to do it manually. I’d say it’s a fair trade off for a creative solution to managing your client in one place and maintaining a barrier between internal and external information. Given notions current limitation on database permissions, I’d be happy to find any better solutions out there. This ones at least functional!