Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Contacts - name and company as ID
I am using Samrtsheet where I invite many participants to view or edit the sheets. Often I also have man y different users (contacts) that should be assigned to a task.
The problem occurs when I have contacts with the same name e.g. John Johnson.
It would be very beneficial to have a Company or another ID to deferenciate identical names. E.g. John Johnson - Company A and John Johnson - Company B
I have been forced to use a workaround - John Johnson (Comp. A) and John Johnson (Comp. but it looks rather unprofessional.
Comments
-
Soren, a couple suggestions: Adding a middle name to the contact could help you differentiate the users. There isn’t a middle name field but you could add it to their first or last name. You could also add (company name) to their contact information, just add it after the last name. Also, when assigning a task to “John” when you start typing in their name, you should see both “Johns” with their email addresses. Use the email address to differentiate users.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.9K Get Help
- 410 Global Discussions
- 220 Industry Talk
- 458 Announcements
- 4.8K Ideas & Feature Requests
- 143 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 298 Events
- 37 Webinars
- 7.3K Forum Archives