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Sharing Contacts
We currently cannot share our contact list with other users. This is very cumbersome for our company. We use Smartsheet to create a punch list for our vendors. We need multiple users from our organization to enter in punch lists for peoples, however, since I cannot share my contact list with my colleagues, we end up having…
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Bridge: Update a Contact Column Dropdown List?
Has anyone successfully used Bridge to update the dropdown values in a Contact List Column? I'm trying to modify a workflow that updates a Dropdown column - and it seems like it should work, but I keep getting this error (or something similar): I've tried formatting the source column as a Contact Column, a Text Column…
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Set Contact field display type to name or email
When using Assigned To or any other contact field across a large number of sheets, and then aggregating that data in a report or pivot that groups by the contact field, it becomes quickly painful that the same contact appears as both their email address and their name, depending on how someone entered them into the Contact…
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What licensing is required for collaborators, commenters etc please?
Hi, I have searched but can't find a definitive answer. If I create a project plan in Smartsheet and want people to comment, update or collaborate in general, which of those need a paid license please? To clarify, in this scenario the creator of the plan would have a business license. Many thanks.
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Choose Display for Contact field
I want to be able to a)choose what info about a user the contact field shows. I'd like to be able to see their department, or title, or email address, etc. And then b) if I'm viewing the contacts' emails, I want to be able to select one or many of them, hit copy, and be able to paste the emails into another app like Gmail…
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Updating Contacts via M365 / AAD
Hi, Is it possible to link to Microsoft 365, or AAD, and pull through contacts for all users automatically? This way i can type in Jchap and it will come up with my email, or Joe C and it will also populate me for ANY user in the sheet?
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Combine Contacts from multiple columns into a single cell
Allowing contact columns to be combined into a multi-select contact column would make team management and index sheets much more useful. If Columns 2 through 10 on my sheet are all contact columns, a formula like =Contact2@row + Contact3@row + Contact6@row should produce a multicontact cell, not a text cell. That would…
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How do I change the columns I can "view by" in card view?
I am trying to sort in card view based on the employee(s) assigned to a task. I have a contact list column with this information in GridView. The "view by" feature shows a ton of columns that aren't relevant to how i want to sort but I can't figure out how to switch them out for more columns that are more relevant to my…
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In CARD view, my contact card OWNER column is not listed as a "VIEW BY" option
I have a sheet that has assigned owners. The owner column is a Contact list type. Contacts are added individually via the column property window. However, I in CARD view, I OWNER isn't an option under VIEW BY. When I edit the lane to add OWNER, it says "Column name is already in use in this sheet"
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Importing Contacts
Good Day I have follow the resource document on how to import a csv. contact list with the correct heading row of "First Name", "Last Name" and "Email Address", and have read several posts, but I still cannot seem to use the import functionality. Does anyone have an idea of what else I can try? Thanks