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Lookup contact name from email address
Hi, Users enter data into a sheet via a Form. One of the columns is a "Created By" system column. This provides me with the email address. Is there a function to lookup the name from the contact list based on the email address. I'm aware that I could achieve something similar by have a second sheet with Names and email…
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What does the circle with the contact's initials mean?
Some of the names of staff members on my dashboard have a coloured circle next to them with their initials and others don't. I can't work out why?
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Contact list format
I'm trying to use the text contact list for something, but when I ask it to convert the contact list cell to text and put it in the next cell so I can use it, it is very random in how it "translates" the list - some have quotes and some don't. After some thinking, it appears that if the names have a comma in them (i.e.…
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Formula to populate multiple contacts into a cell based on role
I used the following Match/Index formula to populate the "Assigned To" column of my sheet based on the "Role" column. I have a look up table at the top of my sheet. =IFERROR(INDEX([Assigned To]$6:[Assigned To]$20, MATCH(Role@row, Role$6:Role$20, 0)), "Needs Role") There are many tasks on my sheet which are assigned…
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Sending Alerts to Contacts w/o Sharing
I have a sheet with information that is not confidential yet isn't information I want to share with all vendors. The managers who can view the sheet already need to see all of the information currently in the sheet. (As the owner, I have other information in columns hidden from other's views ) I set up alerts to go to…
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Automated Alerts and Actions - customize "From" in email?
When we have automated alerts and actions based on triggers the email displays from: Smartsheet Alerts & Actions (automation@smartsheet.com). Is it possible to customize this? When I manually send an update request the email display shows as my name via Smartsheet - this is better. Ideally for the automated alerts we'd…
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Volunteer Allocation
Hi All, I am attempting to find a solution for a specific manual task that is error prone and very time intensive - We need about 300 volunteers occasionally on short notice and need them across multiple cities in 20-50 specific locations (we do not know these specific locations until last minute). I have built a survey…
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Is there a way to use a formula to tell my contact cell to populate based on another field?
So, I have my team member names populating in the sheet with just their initials - but I want to be able to tell the sheet that if those initials are in the "team" field, then add this matching contact to the "Assigned to" field. Is there a way to do this? I can drag the names down, but just was hoping for an automation
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Collaborator name vs email appearing in Share list
When I share a Workspace, some collaborators appear in the share list with their name only and others with email only. In both scenarios, their Contact includes first name, last name and email AND both are free collaborators. I need them to appear/be listed by name, instead of email only. I've removed and shared again to…
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Importing from Excel to Smartsheet (Grid) using names for contacts
I am trying to import an excel spreadsheet where I have names in a column on each row. The names are formatted as FirstName<sp>LastName, and they are being imported then the cells are being referenced in other SS grids. I would like them to come in (during the import) as SS contacts (name, icon, email shown and can be used…
