Financial Services

Discussion List

  • Users from another account
    In Archived 2015 Posts
    We have a vendor who is assisting us with a project and he already has smartsheet.  Is there a way for him to have access to our sheets as well with his login or is that not allowed where we would have to setup another account with a new e…
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    Closed 1 view 2 comments Most recent by Jose Villanueva Archived 2015 Posts
  • Summarizing Time sheet data
    In Archived 2015 Posts
    If I use a webform to collect time sheet data by employee by customer by task how can I then summarsie that data X date range X Employee x Customer x Task and visa versa. 
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    Closed 24 views 5 comments Most recent by Kristin Kane Archived 2015 Posts
  • Excel Export - Blank Cells No Longer Blank
    In Archived 2015 Posts
    The recent release has caused an issue with export to Excel.     Any empty cell in the Smartsheet isn't actually empty when exported to Excel - I've got a tracking spreadsheet which uses as part of a calculation a count of non-blank cell…
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    Closed 71 views 4 comments Most recent by Tim H Archived 2015 Posts
  • Bulk Document Attahcment
    In Archived 2015 Posts
    Does anyone know of a way to attached documents to a Smartsheet programatically?   I have files that are named with a tag that is also unique to a specific row in my sheet (thousands, so manual attachment is out of the question). I would…
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    Closed 121 views 1 comment Most recent by Travis Archived 2015 Posts
  • Smartsheet Business Case
    In Archived 2015 Posts
    I am trying to build a business case for my company to adopt Smartsheet, do you have something that could help me doing this? Like issues and how Smartsheet addresses them, how it can streamline busniness processes and projects. Benifits, …
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    Closed 123 views 1 comment Most recent by Richard Rymill SBP Archived 2015 Posts
  • Can you add a VAT field in a smartsheet?
    In Archived 2015 Posts
    I want to add a field that automatically works out the VAT in a seperate field so i can calculate how much VAT we pay on services. Is this possible?   I have tried to add a formula e.g =SUM(amount)*20% and also +=SUM(amount)*0.2 Neither…
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    Closed 65 views 2 comments Most recent by Anthony Henson Archived 2015 Posts
  • Drop Down Lists
    In Archived 2015 Posts
    I am new to smart sheets and way behind my fellow community members level.   I have a database spreadsheet for tracking new product development.   Question: can you incorporate a drop down list into a smartsheet.   Appreciate your ad…
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    Closed 1.3K views 2 comments Most recent by JohnHinkle Archived 2015 Posts
  • Customize Smartsheet within an embedded portal
    In Archived 2015 Posts
    Can smartsheet have a template built and provided to our Clients from a web portal that they entered via user/pass. I know we can embed smartsheet. The situation is that I want each of them to have their own private sheet. Also, we want ac…
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    Closed 290 views 5 comments Most recent by Mark Sierra Archived 2015 Posts
  • Click to call with skype or google voice
    In Archived 2015 Posts
    Does anyone know how to get click to call to work in smartsheet?  I noticed that when I first logged into smartsheet, skype was able to make a call from a cell containing a phone number, then all the cells were no longer recognizable after…
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    Closed 295 views 2 comments Most recent by Daniel Thornton Archived 2015 Posts
  • Can you return a blank cell in a formula that isn't text?
    In Archived 2015 Posts
    Is it possible to return a blank cell which is then part of a formula that adds up with other cells to result in a monetary value?   =IF(MILEAGE6 > 50, (MILEAGE6 - 50) * [MILEAGE EXPENSE]$2) I want values between 0 and 50 to return a…
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    Closed 612 views 4 comments Most recent by Allie Archived 2015 Posts