how to see the collaborators ?

edited 12/09/19 in Using Smartsheet
08/19/19 Edited 12/09/19

I don't understand why you don't see the name of the collaborator and just show your email. What remains to be done so that it looks the same as the rest?

See images please. Thanks

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Comments

  • Jennifer WhitlockJennifer Whitlock ✭✭✭✭✭

    Are they users on your account? If so I'd try setting their names in the user management that can be accessed from you account admin's screen.

     

    The other possibility I can think of is updating their contact info in your Smartsheet contacts. Double-click on the emails and edit their names or go to the upper right hand corner to My Smartsheet Contacts.

     

    I hope this helps!

     

     

    Capture1.PNG

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Gerardo,

    More info about Contacts: https://help.smartsheet.com/learning-track/get-started/contacts

    If you're using formulas in contact fields, it could be because of a flaw in the logic. (see below for more info)

    

    Barry Bowles

    August 17, 2019 8:58 pm

    Shaine this is a great new feature to Smartsheet- THANK YOU!  - it seems like a minor change but I believe its impact will be significant especially in automation workflows.

    I have already been deploying it and it works except it seems to only work with a formula that returns the email address. If the formula returns the contact name in the exact same formula it does not recognize the name as a contact. If I hover the mouse over the name returned by the formula smartsheet offers to add it as a new contact.

    It seems odd because my formula is a simple "if" statement - here is the two if statements - the first one with emails is recognized as a contact and the other is not:

    =IF(Region58 = "AMER", "[email protected]", IF(Region58 = "AUS", "[email protected]", "[email protected]"))

    =IF(Region59 = "AMER", "Brian Morton", IF(Region59 = "AUS", "Gary Wilson", "Juan Garza"))

    The names are a perfect match for what is showing in the name in "my smartsheet contacts". I changed the email address for privacy reasons.

    The user experience and reports would be much better with names displaying. Is there a way to have it work with names and not just email addresses?

    Kara Lumley

     

    August 19, 2019 2:48 am

    Hi Barry,

    Thanks for the note - there was a flaw in the logic we found and it is being corrected with our next release - mid next week is the plan.

    Best,

    Kara

    Hope that helps!

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Done !! Thanks wink

  • Thanks ! Done yes

  • Jennifer WhitlockJennifer Whitlock ✭✭✭✭✭

    Glad to help! 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help! yes

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    The only flaw I can see with being able to enter "John Smith" and having it relate to the correct contact would be if you have more than 1 John Smith in your contacts list.

    thinkspi.com

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