Dashboard - Embedding links to email addresses

10/07/20
Accepted

I've seen some past posts on this topic but have not gotten the workaround to work and was hoping that there may be progress on a solution.

At the 2020 Engage event, I saw a beautiful dashboard that had images and email links under a title: contacts. I'm trying to create the same on my dashboard.

Any help or update?

This previous post did not work for me b/c the "shorten email address" does not create an email to that person. Instead it opens up outlook or gmail mailbox.

https://community.smartsheet.com/discussion/63641/link-email-on-dashboard


Best Answer

Answers

  • Ramzi KRamzi K ✭✭✭

    @Marie Toft

    Create a sheet with a Contact List column. Put all the email/people you want in that column.

    On your dashboard, add a Metric widget and reference the cells in that sheet that you want to display.

    I hope that helps.

    Cheers,

    Ramzi

    Ramzi Khuri - Principal Consultant @ Cedar Tree Consulting (www.cedartreeconsulting.com)

    Feel free to email me: [email protected]

    💡 If this post helped you out, please help the Community by marking it as the accepted answer/helpful.

  • @Ramzi K

    Thanks! I'll give that a try.

  • @Ramzi K

    Thanks for the tip. I built a sheet with relevant email as a contact. I have it displayed using reference a sheet. But it isn't working as I had hoped in the dashboard.

    The user of the dashboard can hover and see the relevant email / contact info....but it doesn't allow them to click and take them to crafting an email. They would need to hover and write down the email address and then go open outlook/gmail or relevant email app. to start an email by typing in the person's name/email address.

    Am I missing something? Can the contact list not use some kind of hyperlink to take them straight into crafting an email by clicking on the name under contacts on the dashboard? It must be me....I'm missing something in this build.......


  • @Ben G

    Well said! And exactly what I was afraid to hear that it doesn't yet exist. I'll for sure submit an enhancement request. Thanks for understanding the request and current options available.

  • Geoff BakerGeoff Baker ✭✭✭✭✭

    The fact that this is NOT a standard option is crazy to me.

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