Contact Database

Heurista Coordinator

Hello!

 

I'm new to smartsheet. I was wondering if there was a way to click on a company name and have it display all of the contacts associated with that company? I understand that you can link cells and link sheets but I don't want to create a sheet for each company. We have hundreds of companies and hundred of contact names. I'm in the process of moving out contact database over to smartsheet and this feature would make our lives so much easier in the long run. Any suggestions would be helpful.

 

Thank you!

Greg Gates

I don't know if this is how the feature is really meant to be used, but you could  "indent" your contacts under each company name. This gives you a collapsible section for each company, so if you wanted to see that company's contacts you just click the little "+" icon:

 

Tony Davidson - SmartSheet Certified User 2016

Check this out as well..importing your list will save time..

 

http://help.smartsheet.com/articles/796143-managing-contacts