Notifications

Vince Preater

Hi All, I have a list of salesmen on a sheet of warranty information. Is it Possible for these individual salesmen to get an email only related to changes made to their customers only?

 

Another way of putting it is can a daily notification email be sent based on the salesmens name in the field once a day to that salesman only.

 

I hope you can help. Vince

 

 

OMH

Hello Vince, 

I understand you want the salesman assigned to a row , to recive notification or reminder periodically or in case there is a change,

 

reminders or notifications may not be the answer for your need, I reccomend you try reports, where you can define clearly while making a report , the What , where , when , everything. 

 

hence you can make a report that takes from the main sheet all the information you want and this report can be automatically sent everyday at the same time.

 

you can tell Smartsheet to search in ( specify sheets) , then the WHO is rows with specific name ( what you need) then WHAT which is a Filter , for example you say not check done rows .....etc ) and finally the When in case your requirment is date sensitive.

 

so you can say a Report called robert, Select from sheet called clients , all rows assigned to robert, with un done ....or any crieteria ....

then after you finish your report you can have it exported and sent by email automatically .

let me know if this is helpful

thanks