"Row Summary" Pop-up to add longer notes
I am looking for a solution similar to "Sheet Summary" but attributed to an individual row. It would be great to have a spot where I could enter a long, free flowing, list of notes about the account. It doesn't fit nicely in an individual cell. I've thought of inserting a link to a google doc or some outside resource, but would love to keep the solution inside Smartsheet if possible. The "Sheet Summary" is great, but I can't have the notes be attributed to all of the clients in the sheet. The comments section I would like to keep for actual conversations regarding the client.
And while I'm asking, if its possible to link this solution across sheets so that client 1 has the notes attributed it in multiple sheets that would be great.
Help Article Resources
Check out the Formula Handbook template!