Expanded use of contacts

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Is there a way to leverage the contact list to manage a list of contacts? We typically run mail merge or use email addresses for more than one purpose, including supplier contacts. Is there a way (outside of exporting and importing) to manage individuals in your contact list on a sheet organized by the company they work for or some other identifier?

Answers

  • Graham Rimell
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    We run a 'Users' sheet on our system with every user listed by name and contract with loads of details about which area they work in etc.

    I don't believe there is a way to directly pull from the inbuilt smartsheet list, but we have used the contacts sheet as a way to do this. You have to set it up first, but then after you can reference it via Vlookup, Index/Match or create a filtered report.

  • Emily McNeeley
    Emily McNeeley ✭✭✭✭✭
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    Thanks Graham - that's interesting to know!