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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
Is there a way to not have the Primary Column be graphed onto a dashboard (but instead pull the data from a different column to be graphed), without changing which column is the primary? Thanks!
We have a large Smartsheet used in our warehouse that is on throughout the day. It automatically refreshes via a chrome browser extension every hour. It is the sole use of this computer, no other programs are run. The computer is generally on 24/7 but sometimes it does manage to switch itself off. The refresh needs to…
This discussion was created from comments split from: Can't access sheets.
