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Smartsheet MRP/ERP
Hi all, Has anyone used Smartsheet in the capacity of a simple MRP or inventory management system? If so, it would be great if some examples could be shared. Especially where teams have used the Smartsheet and Google Apps integration to serve as a dynamic ERP/MRP system? I've read a couple of articles describing this being…
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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…
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Reverse engineered forms?
Using forms to collect project mandate requests and initiation documents (which is working great) but is there a way to review the information collected in form that is not based on muliple columns (i.e. spreadeheet)? We are looking to publish our forms and then have a monthly review panel but the SS format isn't great for…
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expired trial to member of team plan
i apologize in advance if this was asked before, but i didn't find it in the forum yet. i have a user that was on a trial to gain access to a sheet that she is one of many users of this particular sheet. Her trial expired and i sent her an invite (used her same email address) from our team account, but it was not as a…
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Sync problems with Smartsheet to Outlook
Hi, I have been syncing my smartsheet to outlook very successfully. Then recently there seems to have been a bug. The calendar in outlook no longer has a title and does not appear on the list of calendars. (so i cant delete it and republish, which is how i would normally solve it) If i go to smartsheet and add the calendar…
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Outlook 365 Calendar
Is there a way to link reminders to our Outlook 365 calendar? We already log in through 365 and it would be great if we could!
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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…
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Moving Uploads from a Sheet to Google Drive
We would really need a feature that allows us to move uploaded files from Smartsheet to Google Drive and have a link to this file in Smartsheet instead. If Smartsheet is not offering such a functionality might it be possible to find a thirdparty app that offers this? Any idea would be appreciated.
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Mobile App for entering data into SmartSheets...
hi. Is there any mobile app which acts as WebForm for filling up smartsheets? i m looking for a solution in which my team members can enter data from their mobile app - which goes into smartsheet... just like Webform - but without going to that URL of webform... We are trying to track our Sales Leads - by asking sales team…
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Graphic for pipeline
Hi, I am an architect and I NEED to see all the data graphically. I am looking for samples of project pipeline graphics produced using Smartsheet. Please, post them here or send me a link. Thanks! ileana
