Is it possible to send a specific person an alert when a row is edited?
For Example, when John's row is edited, send him and alert. But when Joe's row is edited, do not send John an Alert, instead send one to Joe. Right now I can only send alerts by column. If SS does not support this directly, is there a workaround?
Importing contacts with .CSV file
Hey, I am unable to import .CSV file with cotacts information to My Smartsheet contacts. I get an error saying: "The file "test.CSV" is not a valid contacs CSV file. No E-mail column was found. Please verify that the file was properly exported." I have followed the instructions and used proper column names A, B, C (First…
I have sheets that vary in size but most lean to the larger size due to the amount of formulas in the sheet. I am looking to see if on average people are choosing to have more sheets and less size or less sheets and fill the sheets to the top. I have done alot of work to all of my sheets and some have had to be divided. If…
Some general questions about alerts and reminders
I have some general questions about alerts and reminders that I could not find the answers to when searching through the help files and the community. Anyone know the answers? What time of the day does the alert or reminder get sent? I ask because I am trying to trigger reminder emails to contact list cells when a new row…
Importing Outlook Contacts
I am tryiing to import contacts from Outlook via a .csv file but only 5 of the contacts are importing. Any suggestions? Thanks, Bob
Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
Can you add pictures into the discussion section without making it an attachment?
What is the best way to associate prospect contact information and sales tasks to a smartsheet sale
We currently use smartsheet for our sales pipeline. I love it. As our prospects move through our sales cycle, we simply move them down the list. I use the formulas to track all of our conversion rates and apply to project types and marketuing sources. I find this reporting and linking feature invaluable. We use the…
Imported Contacts not 'syncing'
I imported an excel spreadsheet that has a column of names. The column was imported as text. I changed the column property to Contact list. As I add people to my account contacts, the rest of the cells in that column with the same name are not sync'ing (?). Smartsheet wants me to add another contact entry. Is there a way…
How do you change/edit a name in your contact list?
I have entered a name into my contact list incorrectly. I can't find a way to edit the name and it won't let me add a new entry using the same e-mail address. Any suggestions?