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Smartsheet Business Case
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, uses, etc.. We are in Financial Services and Investments. We manage alot of projects…
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Can you add a VAT field in a smartsheet?
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 of these work - it just shows an error message.
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Accessing sheets from several folders of the Home tab?
In the Home tab, how can I locate sheets in different folders or workspaces*? For example I would like to be able to access a sheet from any folder "Geographic\USA" and "Pharma\Dermatology" because, say, it is about Dermatology for the US market. * Workspaces have accesses attached to them so it might be difficult to…
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Day of the week formulas
How do I schedule repeating appointments on a specific day of the week; Ex: Every Mon at 10:00 First Tue of the Month at 09:00 I did not see the day of the week variable or formula. Thanks Alan Guggenheim
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Update requests not received
Update requests do not appear to be received. Sender has cc herself and that was received. Any solutions?
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Tracking stage changes in a sales pipeline
I am looking at Smartsheet for a potential CRM application. The primary use cases are Manage Contacts and Track Opportunities. In the latter use case, a user has asked to report on durations between opportunity stage changes. Has anyone figured out a way to do this automatically? I know that I can use View History on a…
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Smartsheet error when opening a specific report
I am trying to open a specific report one of my teammates built that allows me to pull data from multiple Smartsheets. When I open the report, I get an error that the Smartsheet. com team has been notified. I checked in with my teammate that built the report and she said it is working fine on her end. Thanks for any help…
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Long Text from Web Form
I would like to save a long detailed text note from a webform into the discussion section of my Smartsheet and only the 1st 60 characters of that in a field called Title, using Smart sheet as an incident logging application
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Update requests for outside users
I have a database of clients that i curently run on a traditional database platform. I have been thinking of mooving completely to smartsheet but one thing has been holding me back... i want to be able to send update requests directly to my clinets regarding information that only partains to them, without having to share…