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CRM functionality for Smartsheet available? G-Suite Integration ...
Hi, as we recently migrated to Google Workspace, we are desperately looking for a way to manage our sales process in connection to Smartsheet. We already onboarded our proposal creation process, pipeline management (...) to Smartsheet. Still running an external CRM, we think it makes way more sense to manage from out of…
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Forms
We are a professional installation company and we have subcontractors who accepts our installs for our customers that are nationwide. I need to input Customer Work order and installer pay into smartsheet with multiple columns about the job and the installers requirements. IE flight required, car rental required, personal…
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Any W9 - tax form management solutions
Besides having a sheet only shared to a certain number of people, are there any secure ways to create a tax form tracker in Smartsheet? This needs to be as secure as possible if storing social security numbers. thanks for your advice.
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Copy and Pasting Multiple Rows from Excel into One Multi Dropdown Select Cell in Smartsheet
Good Morning fellow smartsheeters!!! Is it possible to copy and paste multiple rows from excel into one cell in smartsheet when that cell is apart of multi dropdown select? For my use case, Each Market as an offer associated with it in column D. So essentially these markets in column c are grouped by the Offers in Column…
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Form Responses Save as Draft Only on Mobile?
I use the Smartsheet mobile app on my iPhone and whenever I scan a QR code or click a link to a Smartsheet form, it’ll open within the mobile app. A few months ago, I noticed a new feature on the mobile app where my form responses would auto-save as a draft, allowing me to leave the form and return to it later to pick up…
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Colour Coding data points (scatter plot) based on status.
How can I display the priority rating of a task against the created date with the datapoint being colour coded by status. ie. in progress (green), on hold (red), backlog (black). I am pulling the data from this report, and have made a counter to display "1" if the task is in a certain status so that the chart has numerical…
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Where is my report toolbar?
I am running on an Enterprise license and after creating a report, I need to do grouping. From the link below, it shows there I should be seeing a toolbar with the various options but that does not exist. I have logged in using Edge, Chrome, and Firefox and none of them have the toolbar. Other co-workers have the same…
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Where can I find column ID in smartsheet?
For row, this is very easy. But it's not clear for column. Where Сolumn ID?
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How can I filter out values on Timeline view?
When I create a filter all the dropdown values still appear. I am using the Timeline view to show a roadmap of upcoming projects. There are 40 projects listed but only 20 have been assigned to an area. I have a list of the 12 areas who could be assigned a project, currently on about 6 areas are assigned a project. The…
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Generate a list of users with access to workspace
How do I generate a list or report of users with access to a workspace, to specific folders, and specific items? I can see the list of users that the workspace is shared with, but I would like a list that I can work from. In addition, I want to know if the user only has access to a folder or a specific item.
