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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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contact
I started a Smartsheet trial yesterday. What I really need is to be able to SPEAK to someone personally about this application! There is no contact number available for "trial users". One found on Google does not work. And any email (3) that I was able to find was either unmonitored or no longer active! How can a…
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Index/Match Formula Referencing Contact Columns Providing Wrong Values
I need help with a formula. Since there is no way to cross-check against a group in a sheet, I have created a sheet listing all users of a particular group and am trying to use a cross-sheet reference formula in my intake sheet to be able to identify when a requestor is not already in the group so that I can add them for…
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Contact list in Smartsheet after importing data
I am running into an issue where I import a group of names assigned to a certain task in Smartsheet. The list of names comes from an excel spreadsheet as multiple agencies must provide their inputs and not all have Smartsheet access (the Smartsheet in question is only for my agency's use). Well after importing the updated…
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Contact List Functionality in Forms
I've noticed this request a few times over the years, but still don't see that Smartsheet has addressed this. When using sheets, the "Contact List" column works wonderfully and will populate any user within our Smartsheet account when you begin typing a name. However, when attempting to use this within a form, it DOES NOT…
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Why isn't my email notification being sent?
I have an automated workflow set up to alert someone (several people), triggered to run once at a specific time. I need it sent to notify people to complete a form. I tested it several times when setting the sheet up by sending it to myself, but now that it's live and is supposed to go out to several people it's not…
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Copy/paste (or otherwise easily convert) contacts from a worksheet column to create a group
There needs to be a workflow that allows a user to select a contacts column and be able to copy/paste (or otherwise transfer) the values into group management. The current settings do not allow one to easily transfer or convert contacts in a worksheet column and into a group because of how the contacts field is formatted.…
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Is there really no way to copy/paste a contact column to create a contact group?
Hi, I feel like I am eating crazy pills here, but is there really no way to copy contacts in a Smartsheet worksheet contact column into a Smartsheet contact group without jumping through insane workarounds? My contact column must allow for multiple contacts / cell. It uses the company directory, so it doesn't only have…
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Bulk import contacts from Excel
I downloaded the CSV file from smartsheet with my contacts, I manage to add addiotionals and tried to upload it. It doesn't work. Why? Can I import somehow from excels file saved as CSV?
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Contact List and Drop down List values can be referred using a reference from a different sheet
For Contact List and Drop-down list columns currently the values need to be added and updated individually in all columns and sheets eventhough the values are common for many columns and sheets. If we have a provision to have the values referred using a reference from a different sheet, then we can add or update the values…
