Name changes

Susan D

Hello

I would like to know how people are dealing with name changes in smartsheets

Any feedback would be great.

Humashankar

Hi @Susan D

This is one way:

Have the user click on the lower-left corner of their Smartsheet window (their account icon), and click Personal Settings. In their Personal Settings page, they need to update their first and last name.

After they have done that I go to a cell where there name is populated (or any cell really), and I start typing. I click "Add new" for a new address book entry. I then enter the new full name along with the existing email address.

After doing these two things, the user's name then appears correctly for me. It doesn't update all the places where that user's name is already listed with the previous name. Those can be replaced with a new entry if desired.

Humashankar

HI @Susan D

This is one other way:

1. Select "Edit Column Properties" in your contact column
2. Manually type into the field the Preferred Name ONLY
3. Click Ok
4. Select "Edit Column Properties" in your contact column again
5. Select the pencil adjacent to the Preferred Name you created under Step 2
6. Add the email to the Preferred Name
7. Click Ok
8. Save the sheet

Hope this helps - Happy to help further!!

Thank you very much and have a great one!

Warm regards

CAS the CSA

The above 'workarounds' don't seem the address the issue we have. What is the best way to change a contact name or email in the contact in one place and have it change everywhere else?