Smartsheet to allow for multiple updates to a line
I am looking for a way to be able to have our employees update a single line each time they reach out to a person with the date they reached out and any notes. They may reach out multiple times in a months time, just not for sure how many time.
We have a ton of clients. Hospital X: Reached out on 6/1/23. Reached out again on 6/10/23. Reached out again on 6/15/23. Reached out again on 6/20. Scheduled a meeting with them during the 6/20 reach out call.
I wanted to be able to create a dashboard that shows the latest contact status, but I need a sheet that allows for our employees to keep track of the dates they reached out without having them add new lines each time and repeat entering all of the data about that hospital again.
How do i begin?