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 All I have created a support request form and sheet to allow functions to request support from my team. When a request comes in, it is assigned a unique support ID number. I then assign the request to a member of the team vias drop down. I have added an automation to message the requester when a team member has been…
My company is new to Smartsheet - we have been using it for about 2 months. The person who initially set it all up for us has since left the company and his account has been deleted from smartsheet. However as his name is still present at the top of the workspaces I guess that means he is still the listed owner of the…
Up until yesterday (11/3/25) I was able to click on the top of a column and sort my column. This worked for me yesterday morning but when I went in to work in the afternoon I was not able to sort columns anymore. Also it seems my filters are not working. I am not the admin for this sheet but the admin is saying nothing has…
