Contacts

Discussion List

  • Send an email to a contact from the sheet?
    In Archived 2015 Posts
    I'm building a sheet that contains various users in different roles on different teams.  I'd like to email the users listed in a column when a change is made to a record.     ex. I capture a program manager name in column D and when a ch…
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    Closed 1.6K views 10 comments Most recent by J. Craig Williams Archived 2015 Posts
  • February Release Highlights
    In General Announcements
    Our new release focuses on Card View improvements with lanes by assigned user, Contact List column improvements that make your important contacts easier to select, as well as number formatting and international currency improvements. Note…
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    16 views 2 comments Most recent by Daniel Stein General Announcements
  • Update Request to Contact List
    In Archived 2015 Posts
    As administrator I would like to setup update request weekly to assigned contacts (responsible parties) from a contact list.  Is this functionality available?   Thank you, Jay
    12 2
    Closed 12 views 2 comments Most recent by Jennifer Greenough Archived 2015 Posts
  • Filter to show Current User must be Contact List column
    In Archived 2017 Posts
    I noticed this new feature to show the Current User is in the Jan 17 2017 Product Release, but I dont' think the Help Article has been updated on this...maybe I missed it.   To clarify, if you want to use this feature to create a Filter …
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    Closed 488 views 1 comment Most recent by Shaine Greenwood Archived 2017 Posts
  • sign-in sheet/roster
    In Archived 2016 Posts
    I’ve been tasked w/ creating a sign-in sheet/roster tracking when and how often volunteers are volunteering.  Looking to have either one person manages or have individual volunteers sign-in and mark off.  Would like fields:  Full Name, Fun…
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    Closed 72 views 2 comments Most recent by Gwyneth C Archived 2016 Posts
  • Update request to mailer doesn't work?
    In Archived 2016 Posts
    Is there an accepted practice for sending an update request to multiple people? A contact column can only accept one contact rather than a list.   I tried sending an update to a pre-defined mailer list, but when I send these requests, …
    12 1
    Closed 12 views 1 comment Most recent by Tony Davidson - SmartSheet Certified User 2016 Archived 2016 Posts
  • resource-based Notifications per line item
    In Archived 2016 Posts
    Hi community   I recently created a sheet which employees in our company can complete through a webform.   I was wondering if it is possible to send a notification to one of our team members in case a certain field is chosen (dependenc…
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    Closed 11 views 4 comments Most recent by Michelle Watkins Archived 2016 Posts
  • Conditional Statements
    In Archived 2016 Posts
    Hi Everyone,    I would like to as add formula to the start date and finish date of the task/project like, if the duration is less than 3days, the result will "rush fee applies" like a note.   And, another formula is for lang…
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    Closed 21 views 4 comments Most recent by Rod Finch Archived 2016 Posts
  • Work around to formulas across sheets
    In Archived 2016 Posts
    I am working with 2x sheets - one a CRM, the other a job list. I would like to be able to flag on the Job list when a customer name is entered which is not already in the CRM. In Excel I could use a combination of ISERROR & MATCH to …
    12 2
    Closed 12 views 2 comments Most recent by 15UZU Archived 2016 Posts
  • Encoding for importing csv file
    In Archived 2016 Posts
    Hello   My csv file to import contacts has accented characters and these ones are not recognized (or badly converted) when importing. I tried my file with UTF-8, UTF-8-without BOM and ANSI encoding and same result for all 3.   Does an…
    16 1
    Closed 16 views 1 comment Most recent by Shaine Greenwood Archived 2016 Posts