Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
The posts in this section are historical and no longer monitored for accuracy. If this discussion interests you and you'd like to join in, please visit the active Community to post and engage.
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!
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:
Check this out as well..importing your list will save time..
http://help.smartsheet.com/articles/796143-managing-contacts
