How to get My Smartsheet Contacts to work in Conversations
I have added users via: ACCOUNT>MY SMARTSHEET CONTACTS…>ADD
I have added a few contacts and they appear in the dropdown for [Assigned To] column
I have successfully used some Automation to notify them of changes for example if a line changes I have it notifying one of the contacts and so on.
this feature seems to work perfectly and the contacts are getting notified when they get assigned or if a line changes
however when I go to Conversations I am literally talking to myself
when I type @Doug for example I would expect him to be "tagged" in the conversation and get an email notification that he could then respond to.
I have tried type my contacts full email @email@address.com or even just a single letter of their name nothing seems to trigger the Link or connection with my actual contacts that I have in my Smartsheet contacts list
I have tried multiple browsers with no success
Answers
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Based my experience, I never have trouble tagging the following two types of contacts in Conversation:
- The Smartsheet is shared with that Contact (no matter what access level)
- The Contact is within your organization and are Smartshee users
If it is safe to share, please share the Sheet where you wish to tag a contact with Viewer access (uncheck Notify people if you prefer that they don't know they have access to the Sheet), and give it another try; or try someone else in your organization who is also a Smartsheet user. Good luck!
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