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Generate Documents - Can contact names be filled instead of contact email address?
Hi there, Hope all is well. Hope someone could help. I have created a fillable pdf to be used with the new "Generate Documents" feature. It works great except for one issue. When I map the "Assign to" field or any contact field, it fills the document field with the contact email address and not the contact name. Is there…
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Automate applying contact to cell after using form to submit data
I am using a form to gather request information from users outside of Smartsheet. I cannot ask all of the target form users to create a Smartsheet account, which makes what I would like to do probably more difficult. Is there a way to have the cell that I am currently having users put their name into when they submit the…
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Add Contact details on bulk upload
I am trying to add contact details on the bulk upload but it allows me to add just name and email. I want to add Name, title, email, company name, office phone number, mobile phone number etc. how can i do that?
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Remove cell contacts, already removed from contact list, and sharing list, and culumn properties.
Hello, I've noticed that contact columns save, or cache, the contacts that have been previously entered in that column. If I begin typing a name, it will produce a drop-down menu that includes all of the contacts which have previously been used in that column and which also begin with the letters I've entered. For example;…
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Contact column selection - bulk upload
Hi everyone, Wanting to use the contact dropdown option in a column, is there a way to do a bulk upload to this so I don't have to select 100 contacts individually? Thank you!
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Combine two separate contact cells into one cell.
With the new update to Vlookup adding contact list functionality, would there be a way to combine two individual contact cells into one cell with both contacts using an equation/formula?
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How do I share a dashboard with a large group of people?
I have created a dashboard that I want to share with our entire corporation. Is there a way in the share setting that I can grant view access to everyone that has a @XXXXX.com behind there email address that doesn't require me to add them individually into a group? We have over 2000 employees that this will be shared with…
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Data Mesh and Contacts
I've been having a bit of a struggle. I have a Contacts column. If I enter an employee's email address, it auto-completes to the contact "card". However, if I use the contact column as the unique identifier between sheets for a data mesh, and the other sheet has email addresses entered via form (that do not automatically…
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Master Contact List for use across sheets in a workspace
I have 16 grids that all use a Contact List with 23 of the same client contacts. (1) its a HUGE waste of time to have to populate 23 contacts into a list 16 times and (2) every time a new person joins or leaves the team, I have to go into each of the 16 grids and make the same change. Is there a way to create a contact…
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Can you alert/send an email to contacts in a cell that have been entered via a form?
I have my alert settings to Unrestricted, but even so, it seems those who fill out our form cannot be notified since they are not users of SmartSheet. I am looking for a solution other than the "Send me a copy of my responses" option. TIA! 😁