How can I delete a Contact on a shared Sheet?

kgeraght

I am working in a shared Sheet that has duplicate entries for some Contacts and we'd like to remove them, but we can't figure out how to delete or edit them so that everyone can see the updated contacts.

Naveen14

Hi
You can use the following methods :

1. Find and Identify Duplicates
   • Step 1.1: Use the "Find" feature in Smartsheet.
     • Trigger: User presses Ctrl + F (Windows) or Cmd + F (Mac).
     • Input: Contact name or identifier (e.g., email address).
     • Output: Highlighted cells with potential duplicates.
   • Step 1.2: Sort the sheet by contact name or unique identifier.
     • Trigger: User clicks the column header to sort.
     • Input: Column selection (e.g., contact name or email).
     • Output: Grouped entries with possible duplicates.
2. Remove or Edit Duplicate Entries
   • Step 2.1: Verify user permissions.
     • If user has Editor or Admin permissions, proceed.
     • Else, terminate the process or request permission upgrade.
   • Step 2.2: Edit duplicate entries.
     • Trigger: User clicks the cell to modify.
     • Action: Update contact details with correct information.
   • Step 2.3: Delete duplicate entries.
     • Trigger: User selects rows containing duplicates.
     • Action: Right-click selected row → Delete Row.
3. Publish Changes
   • Step 3.1: Verify sharing permissions for all users.
     • Ensure that users have appropriate permissions (Viewer, Editor, Admin) to see updates.
   • Step 3.2: Ensure real-time visibility.
     • Trigger: User checks for updates.
     • Action: Instruct users to refresh the sheet or log out and log back in if changes are not visible.
4. Optional: Apply Conditional Formatting
   • Step 4.1: Create a rule to highlight duplicates.
     • Input: Column with potential duplicates (e.g., name or email).
     • Action: Apply a condition (e.g., color highlighting) to rows where duplicates are found.
5. End Process
   • Output: Duplicate contacts removed, and updates visible to all users.

Naveen14

Hi
You can use the following methods :

1. Find and Identify Duplicates
   • Step 1.1: Use the "Find" feature in Smartsheet.
     • Trigger: User presses Ctrl + F (Windows) or Cmd + F (Mac).
     • Input: Contact name or identifier (e.g., email address).
     • Output: Highlighted cells with potential duplicates.
   • Step 1.2: Sort the sheet by contact name or unique identifier.
     • Trigger: User clicks the column header to sort.
     • Input: Column selection (e.g., contact name or email).
     • Output: Grouped entries with possible duplicates.
2. Remove or Edit Duplicate Entries
   • Step 2.1: Verify user permissions.
     • If user has Editor or Admin permissions, proceed.
     • Else, terminate the process or request permission upgrade.
   • Step 2.2: Edit duplicate entries.
     • Trigger: User clicks the cell to modify.
     • Action: Update contact details with correct information.
   • Step 2.3: Delete duplicate entries.
     • Trigger: User selects rows containing duplicates.
     • Action: Right-click selected row → Delete Row.
3. Publish Changes
   • Step 3.1: Verify sharing permissions for all users.
     • Ensure that users have appropriate permissions (Viewer, Editor, Admin) to see updates.
   • Step 3.2: Ensure real-time visibility.
     • Trigger: User checks for updates.
     • Action: Instruct users to refresh the sheet or log out and log back in if changes are not visible.
4. Optional: Apply Conditional Formatting
   • Step 4.1: Create a rule to highlight duplicates.
     • Input: Column with potential duplicates (e.g., name or email).
     • Action: Apply a condition (e.g., color highlighting) to rows where duplicates are found.
5. End Process
   • Output: Duplicate contacts removed, and updates visible to all users.

kgeraght

Thank you so much!