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Sending emails via Outlook from Smartsheet
Either I'm being dense or this is actually impossible, but I thought I'd ask. What my staff member wants is for the email addresses he puts into cells in Smartsheet to become essentially live mailto links (just what happens in Excel: put in an email address, it will convert it to a link that will automatically open Outlook…
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Limiting editable access to certain users
Hello there everyone interested! We're looking to share sheets to various departments here however we don't want all cells to be able to be filled in (or changed) by all users. Is there a way that we can restrict editable fields to certain user accounts so user A can only edit columns 1-3 and user B can only edit columns…
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Alerts not Sending to Assigned To Column
I want to send a daily reminder listing open tasks to contacts listed in my Assigned To column. All contacts have been shared to the sheet as Editor - cannot share. At least a couple of these contacts are users who have used SmartSheet before. I set a conditional formula in a reminder date field to populate with today's…
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Filter default settings
I use up to 5 sheets at any one time, each containing information relating to different customers. I frequently need to filter information on any particular sub-client via a text/number column. The default ‘Create New Filter’ uses “contains” for me to enter a unique name of the sub-client, and all rows applicable to that…
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Multiple, comma separated values in one cell
Hi I'd like to create a report which returns all rows that have a certain value in column 'Donors' - i.e. we have activities that are funded by one or multiple donors, and I'd like to return all activities that are funded by Donor X. Conference one - donor x, y, z Conference two - donor y, z Three - donor x And the report…
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how can i auto populate in smartsheets
I am trying to auto populate a column based on a selection I make in another column.
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copy contact info from sheet to sheet
I am having an issue when I copy a line from one sheet to another and it is not copying over the contact info i.e. email address. any suggestions?
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Report with contact details
Hi, I want to create report with contact details based on data from my sheet. The problem I have is that in sheet I have some duplicates. Is there a way to add only one of duplicates to the report?
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Alerts & Actions
I am trying to ultimately set up my sheet to automatically send out Update Request 3 days (or whatever I set) within the "Bid Date" loaded into the sheet. It would be ideal if this update request would be emailed to the contact in "Sales Rep" column and copy (cc) me in the emailed Update Request for all of them. I was told…
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More than one contact in the contact list drop-down
We have a column type "contact list" that we use to track sales reps for individual products. Sometimes we have a product with more than one sales rep. I created a group with both sales reps as part of the group thinking I could use the group as the contact. It isn't available in the dropdown, only individuals. I want to…
