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Return a Contact from another Sheet based on value
Hello, I have a source sheet (Sheet A) that maintains a list of projects and assignments. I need a second request sheet (Sheet B) to intake requests. On this sheet, the project name will be included. I would like to use a formula to output the name of the assigned staff member for that project (found in sheet A). (*the…
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Multiple contacts selected to a task - calculating costs of effort
Hi, I have hourly rates for employees that are in the contact list. I calculate the costs of tasks assigned to a single contract with with no problem. However where multiple contact are assigned I cannot find a way to split out the contacts selected to then allow me to calculate their costs at individual rates Fred £10 per…
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Card View and Contact List
Hi, Would it be possible to have Card View work with a Single Contact List without having to pre-define emails that would be assigned to the Column? Currently, unless an assignment is done and set up as a default contact on the column, it will not appear in Card View. Thank you
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IF Formulas and multiple contact list
I am creating a workflow for a group of people and I want to assign roles when a specific cell (i.e. Doc Type) has been selected. However, I use the formula: =IF([Doc Type]@row = "ABC", "Sahand", IF([Doc Type]@row = "ABCD", "Jamie")) However when the results only show my name within a text format instead of a contact. Is…
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Configuring a Metrics Widget - can it be done?
Full disclosure - I have been using the PMO template and modifying it for our needs. It was a great starter, but needed some additional tweaks to suit our purposes. I added a sheet that dynamically collects all the unique names to make it easier to dynamically display them on my dashboard: (a big thank you to @Cleversheet…
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Legacy Resource Management & Multiple Contacts
Hi Community, I am working on a project that has several sheets. The sheets have multiple tech's assigned to each project on the same row. Does Legacy Resource Management not work if the contact column is shared? I'm missing quite a number of my resources whom are all part of my account. Thank You!
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Contact Column shows as email addresses, but I need to extract the First & Last Names
Okay so the title is a bit confusing, but here's the issue: I have a sheet where I need to collect emails so I can send update requests, alerts, all that jazz. Through a form, people input their email addresses into Column 1. Then, using the function =[Column1]@row] in a Contact Column named Column 2, all of the data in…
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Accurately Count if Multiple Contacts are in a Cell
Hi, I am really struggling trying to map out certain data points, when it involves our sales reps, because we can have multiple contacts in a single cell. In this particular instance, I want to find out how many quotes a sales rep has issued this year. Problem is, multiple sales reps can quote the same job, so another…
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Contact type column across multiple sheets
I have a list of contractors that is constantly being updated, from when they are on-boarded, to when they are deactivated. I would like them to be entered as a contact type column. I have multiple sheets where I want this column to be identicle, and also want that when I update Sheet A and add a new contractor and their…
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Add "active" email addresses into Dashboard
I have a list of project team members on the Dashboard. Is there a way to show email address that will create an email when "clicked on"?
