help to create a sheet
Hi. I am new in smartsheet and I am looking to create a sheet to entry data for services offers to our clients. For example:
- John Doe received a service on October 30th, January 10th, January 15th.....
- Jack Smith received a service on Septmber 25th, September 30th, November 3rd...
Our programs runs until September 2025 so I don't see myself creating a column for each day during the next 2 years.
What could I do?
Answers
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Hi @Alex Brioso
I hope you're well and safe!
You could either register each time they get service on a row in the sheet or through a form or maybe have multiple columns (Date), First, Second, Third service, or similar.
Make sense?
Would that work/help?
I hope that helps!
Have a fantastic week & Happy New Year!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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I have some thoughts and ideas. Are you the only one entering data? And how many clients do you have?
If you aren't the only one tracking this data, I would create a form. Using a form would create a row for each date of service and eliminate the need for a column for each day. You could then build a report and group by client to see their service history.
If you are the only one, you can track the data in a sheet pretty simply. I would create a column for client name, contact name, and then date of service. You could also do a header row for each client then have their service dates below and indent them creating a parent/child relationship to keep them organized.
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@khickman thanks a lot you helped me tremendously!
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You are welcome!!
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