Sign in to join the conversation:
I'm looking for a way to track our applicant demographics. Any one have any ideas to track all your customers in one place?
Hi Sharron,
Can you provide more details on how you'd like it to work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
I would like it to track all customers that are associated with an assigned loan number that we give them as we are a lending company. I would need to track the primary applicant along with any co-applicants that may be on that same loan as well, then to be able to track all their individual addresses, phone numbers, emails, fax #'s, etc. Does that help at all?
Thanks!
Yes, that helps! I'd recommend looking at the Template called Client Contact List in the Solution Center.
Would that work?
Let me know if I can help with anything!
Andrée
Hi Everyone, I'm having a heck of a time getting this automation to fire right..it requests the approval fine, but it won't do anything past "If Approved". I've even tried shifting the approval alert to it's own workflow with no luck. That one would say that it fired, but no notification came through..this is in a test…
Hi,We’re currently experiencing an issue when copying and pasting data into Smartsheet — the system limits us to batches of only 500 rows at a time. Is there a way to work around this limitation, or could this be considered as a potential enhancement for Smartsheet?
I am creating a sign-up form for an event, in which people will select a time slot to attend (1:00, 1:15, 1:30, etc.). There are 12 possible selections, and I can have a maximum of 4 people select each option. It would be wonderful if after the fourth time an option is selected it either disappears, is greyed out, or the…
